UBS Group AG
About UBS Group AG’s 13F portfolio
UBS Group AG is an institutional investment manager that discloses its US-listed holdings each quarter through an SEC Form 13F filing. As of , UBS Group AG reported $629.2B across 9,044 US-listed positions (). Its largest position is NVIDIA CORPORATION (NVDA) at 2.6% of the reported book, and its ten biggest holdings make up 16% of the portfolio. Browse every manager in the fund managers directory, or see the legendary investors we track on the superinvestors page.
| # | Stock | Price | % of portfolio | Shares | Value |
|---|---|---|---|---|---|
| 1 |  NASDAQ: NVDA NVIDIA CORPORATION | $209.66 −1.59% | 2.6% | 83.1M | $16.6B |
| 2 |  NASDAQ: AAPL APPLE INC | $313.45 +1.15% | 2.4% | 51.8M | $15.0B |
| 3 |  NASDAQ: MSFT MICROSOFT CORP | $496.37 +0.95% | 2.1% | 35.9M | $13.4B |
| 4 |  NASDAQ: AVGO BROADCOM INC | $355.59 −0.32% | 1.5% | 25.1M | $9.5B |
| 5 |  NYSE Arca: SPY STATE STR SPDR S&P 500 ETF T | $766.08 +0.02% | 1.5% | 12.3M | $9.2B |
| 6 |  NASDAQ: GOOGL ALPHABET INC | $342.00 −1.43% | 1.4% | 25.3M | $9.0B |
| 7 |  NASDAQ: AMZN AMAZON COM INC | $260.28 −0.30% | 1.3% | 34.2M | $8.2B |
| 8 |  NASDAQ: MU MICRON TECHNOLOGY INC | $938.40 +0.58% | 1.1% | 6.1M | $7.0B |
| 9 |  NASDAQ: GOOG ALPHABET INC | $339.10 −1.23% | 1.1% | 19.2M | $6.8B |
| 10 |  Cboe BZX: IEFA ISHARES TR | $100.96 −0.44% | 1.1% | 69.6M | $6.7B |
| 11 |  NYSE: JPM JPMORGAN CHASE & CO | $356.50 −0.05% | 1.0% | 18.8M | $6.2B |
| 12 |  NYSE: UBS UBS GROUP AG | $54.52 +0.53% | 0.8% | 107.1M | $5.3B |
| 13 |  NASDAQ: META META PLATFORMS INC | $576.14 +1.07% | 0.8% | 8.5M | $4.8B |
| 14 |  NYSE: LLY ELI LILLY & CO | $1,189.41 −3.59% | 0.7% | 3.9M | $4.6B |
| 15 |  NYSE: TSM TAIWAN SEMICONDUCTOR MANUFAC | $417.69 +0.07% | 0.7% | 9.6M | $4.6B |
| 16 |  NYSE Arca: VO VANGUARD INDEX FDS | $83.12 +0.40% | 0.7% | 55.5M | $4.5B |
| 17 |  NYSE: V VISA INC | $383.90 −0.06% | 0.7% | 12.7M | $4.4B |
| 18 |  NASDAQ: QQQ INVESCO QQQ TR | $711.37 +0.09% | 0.7% | 5.7M | $4.2B |
| 19 |  NASDAQ: VONG VANGUARD SCOTTSDALE FDS | $125.39 −0.03% | 0.6% | 29.8M | $3.8B |
| 20 |  NASDAQ: AMD ADVANCED MICRO DEVICES INC | $480.93 +0.37% | 0.6% | 6.2M | $3.6B |
| 21 |  NASDAQ: VONV VANGUARD SCOTTSDALE FDS | $113.37 +0.09% | 0.6% | 33.2M | $3.5B |
| 22 |  NASDAQ: LRCX LAM RESEARCH CORP | $312.88 −0.57% | 0.5% | 7.7M | $3.3B |
| 23 |  NYSE Arca: VOO VANGUARD INDEX FDS | $704.20 +0.03% | 0.5% | 4.8M | $3.3B |
| 24 |  NASDAQ: CSCO CISCO SYS INC | $112.36 +1.13% | 0.5% | 27.8M | $3.3B |
| 25 |  NYSE: ABBV ABBVIE INC | $262.90 −1.09% | 0.5% | 12.8M | $3.2B |
Showing 1–25 of 500 positions on this page — of 9,044 total reported in this 13F. Positions beyond the first 500 are not yet available on this page.
- Technology21%
- Financial Services7.2%
- Industrials5.9%
- Communication Services5.3%
- Healthcare5.0%
- Consumer Cyclical4.6%
- Consumer Defensive2.4%
- Energy2.1%
- Basic Materials1.2%
- Utilities1.0%
- Real Estate0.6%
- AddedAAPLAPPLE INC+3.6%$15.0B
- AddedMSFTMICROSOFT CORP+8.6%$13.4B
- AddedAVGOBROADCOM INC+2.0%$9.5B
- AddedGOOGLALPHABET INC+4.8%$9.0B
- AddedMUMICRON TECHNOLOGY INC+0.7%$7.0B
- AddedGOOGALPHABET INC+3.8%$6.8B
- AddedIEFAISHARES TR+0.4%$6.7B
- AddedUBSUBS GROUP AG+0.2%$5.3B
- AddedVOVANGUARD INDEX FDS+314%$4.5B
- AddedVVISA INC+5.4%$4.4B
- ReducedNVDANVIDIA CORPORATION−0.1%$16.6B
- ReducedSPYSTATE STR SPDR S&P 500 ETF T−0.3%$9.2B
- ReducedAMZNAMAZON COM INC−0.5%$8.2B
- ReducedJPMJPMORGAN CHASE & CO−1.6%$6.2B
- ReducedMETAMETA PLATFORMS INC−7.6%$4.8B
- ReducedLLYELI LILLY & CO−4.4%$4.6B
- ReducedTSMTAIWAN SEMICONDUCTOR MANUFAC−13.1%$4.6B
- ReducedQQQINVESCO QQQ TR−7.0%$4.2B
- ReducedAMDADVANCED MICRO DEVICES INC−21.3%$3.6B
- ReducedCSCOCISCO SYS INC−13.2%$3.3B
Companies where this manager has disclosed a stake of more than 5% of a class of shares, as reported to the SEC on Schedule 13D (activist) or 13G (passive). Figures are as disclosed in each filing — tap a date to open the source document.
| # | Stock | Type | % of class | Shares | Filed |
|---|---|---|---|---|---|
| 1 |  NCA NUVEEN CALIFORNIA MUNICIPAL VALUE FUND | 13G | 6.6% · 2 classes | 2.2M | Filed 03 AUG 2026 |
| 2 |  IHS IHS Holding Ltd | 13G | 5.8% | 19.4M | Filed 05 AUG 2026 |
| 3 |  TBLD Thornburg Income Builder Opportunities Trust | 13G | 5.6% | 1.8M | Filed 31 OCT 2024 |
| 4 |  RDAC Rising Dragon Acquisition Corp. | 13G | 5.5% | 325K | Filed 04 AUG 2026 |
| 5 |  TRAD APEX Tech Acquisition Inc. | 13G | 5.4% | 763K | Filed 07 MAY 2026 |
| 6 |  OTAI Starlink AI Acquisition Corp | 13G | 5.4% | 741K | Filed 04 AUG 2026 |
Showing all 6 disclosed stakes. 1 last disclosed over a year ago (the holder may since have dropped below 5%).
Reading UBS Group AG’s 13F portfolio
UBS Group AG’s $629.2B 13F book is spread across 9,044 reported positions and is broadly diversified — the ten largest names are just 16% of the portfolio. Spread this wide across 9,044 names, no single position dominates, which is typical of large, index-oriented mandates that track broad market exposure. Its five largest positions are NVDA, AAPL, MSFT, AVGO and SPY, led by NVIDIA CORPORATION (NVDA) at 2.6% of the portfolio. The heaviest sector exposure is Technology (21%), then Financial Services (7%).
What UBS Group AG changed last quarter
Between 2026-03-31 and Q2 2026, UBS Group AG was roughly balanced between buying and selling: it opened 1,168 new positions and added to 3,820 more, while trimming 3,788 and closing 1,236 outright. Against a 9,044-name book, that is high turnover, pointing to an active reshuffle of the book. Its largest new or increased position was APPLE INC (AAPL), and its biggest reduction was NVIDIA CORPORATION (NVDA).
What a 13F does and doesn’t reveal
A 13F captures only UBS Group AG’s long positions in US-listed stocks at a single quarter-end, so it is best read as a lagged snapshot rather than a live portfolio. It won’t show shorts, cash, bonds, or holdings listed outside the US, and it never reveals the price paid or the reasoning behind a trade. The signal is in the pattern over time: which names UBS Group AG is building up, trimming, or exiting, and how concentrated the book stays from quarter to quarter.
Frequently asked questions
What is an SEC 13F filing?
A Form 13F is a report that every institutional investment manager with at least $100 million in US-listed securities must file with the SEC within 45 days of each quarter's end. It lists the manager's long positions in US-listed stocks and certain options, with the share count and market value of each. UBS Group AG's profile on this page is built directly from those filings.
How current is the 13F data on UBS Group AG's page?
It reflects UBS Group AG's most recently filed 13F, currently the quarter ending Q2 2026. Because managers have up to 45 days after a quarter closes to file, a 13F is always a slightly lagged view rather than a live portfolio. When UBS Group AG files its next quarterly report, this page refreshes automatically.
Can I see UBS Group AG's complete list of holdings?
This page highlights UBS Group AG's largest positions rather than all 9,044 names in the filing. The complete, position-by-position 13F is public and available from the SEC's EDGAR database under UBS Group AG's filings.
Does a 13F show everything UBS Group AG owns?
No. A 13F only covers long positions in US-listed stocks and certain options. It leaves out short positions, cash, bonds, commodities, foreign-listed stocks, and private holdings, so it is a partial view of UBS Group AG's book rather than its full strategy or total assets.
Is 13F data investment advice?
No. Everything here is educational. 13F positions are disclosed with a delay, cover only long US-listed holdings, and never explain why UBS Group AG made a trade or at what price. Treat it as a research lens, not a recommendation, and speak with a licensed financial advisor before making investment decisions.
Not investment advice. Holdings data comes from public SEC Form 13F filings, which are filed with a delay of up to 45 days and may be amended later. It describes historical, disclosed positions in US-listed securities only, meaning no shorts, cash, or foreign holdings, and it is not a recommendation. Always do your own research and speak with a licensed financial advisor before making investment decisions.