UBS Group Top Holdings and 13F Report (2026)

About UBS Group

UBS Group NYSE: UBS has filed 13-F forms with the SEC as an investor. UBS Group is itself a publicly traded company. UBS Group AG is a Swiss financial services company providing wealth management, banking, asset management and investment banking services to individuals, businesses, institutions and governments. It has a strong presence in Switzerland and serves clients in markets around the world. For more information on UBS Group stock, visit the UBS Group stock profile here.

Investment Activity

UBS Group has $765.03 billion in total holdings as of September 30, 2026.
UBS Group owns shares of 9,752 different stocks, but just 463 companies or ETFs make up 80% of its holdings.
Approximately 9.68% of the portfolio was purchased this quarter.
About 11.55% of the portfolio was sold this quarter.
This quarter, UBS Group has purchased 9,044 new stocks and bought additional shares in 3,930 stocks.
UBS Group sold shares of 3,758 stocks and completely divested from 1,036 stocks this quarter.

Largest Holdings

NVIDIA: $25,004,520,932
Apple: $20,520,302,100
Microsoft: $20,376,102,936
SPDR S&P 500 ETF Trust: $17,288,697,793
SPDR Gold Shares: $16,556,966,825

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP: $2,638,388,262 Holding
78392B206 - SK HYNIX INC: $1,296,138,670 Holding
30609A109 - ONEOK INC NEW: $832,701,969 Holding
68827X105 - OSISKO GOLD GROUP INC: $105,374,836 Holding
25239Y196 - DFA INVT DIMENSIONS GROUP IN: $82,268,828 Holding

Largest Purchases this Quarter

SPDR Gold Shares: 31,020,364 shares (about $11.81B)
EXXONMOBIL HOLDINGS CORP: 16,211,295 shares (about $2.64B)
Deutsche Bank: 51,925,899 shares (about $1.86B)
SPACE EXPLORATION TECHN CORP: 10,421,603 shares (about $1.57B)
CrowdStrike: 5,583,002 shares (about $1.48B)

Largest Sales this Quarter

Eli Lilly and Company: 5,274,492 shares (about $6.10B)
SPDR S&P 500 ETF Trust: 7,350,666 shares (about $5.61B)
Invesco QQQ: 5,074,042 shares (about $3.75B)
Microsoft: 5,711,798 shares (about $2.93B)
JPMorgan Chase & Co.: 5,744,988 shares (about $1.90B)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$25,004,520,932	$307,896,435 ▼	-1.2%	109,486,474	3.3%	Technology
AAPL Apple	$20,520,302,100	$1,590,689,678 ▼	-7.2%	61,618,828	2.7%	Technology
MSFT Microsoft	$20,376,102,936	$2,929,581,194 ▼	-12.6%	39,727,243	2.7%	Technology
SPY SPDR S&P 500 ETF Trust	$17,288,697,793	$5,605,838,412 ▼	-24.5%	22,669,837	2.3%	ETF
GLD SPDR Gold Shares	$16,556,966,825	$11,813,795,426 ▲	249.1%	43,474,863	2.2%	ETF
MU Micron Technology	$14,159,722,520	$1,126,380,453 ▲	8.6%	13,294,141	1.9%	Technology
QQQ Invesco QQQ	$13,255,611,652	$3,753,624,050 ▼	-22.1%	17,918,558	1.7%	ETF
AMZN Amazon.com	$11,930,981,520	$1,637,506,235 ▼	-12.1%	47,886,741	1.6%	Consumer Discretionary
GOOGL Alphabet	$11,494,842,621	$674,926,339 ▼	-5.5%	33,407,471	1.5%	Communication Services
AVGO Broadcom	$10,470,746,005	$834,969,677 ▼	-7.4%	29,815,046	1.4%	Technology
AMD Advanced Micro Devices	$9,278,262,934	$849,633,088 ▲	10.1%	15,166,508	1.2%	Technology
META Meta Platforms	$8,043,883,658	$811,625,807 ▼	-9.2%	11,092,258	1.1%	Communication Services
LLY Eli Lilly and Company	$7,255,610,147	$6,103,009,204 ▼	-45.7%	6,270,621	0.9%	Healthcare
JPM JPMorgan Chase & Co.	$7,120,967,869	$1,900,614,380 ▼	-21.1%	21,524,553	0.9%	Finance
GOOG Alphabet	$6,973,322,131	$477,745,421 ▼	-6.4%	20,465,229	0.9%	Communication Services
IEFA iShares Core MSCI EAFE ETF	$6,947,654,548	$203,565,225 ▲	3.0%	71,714,023	0.9%	ETF
UBS UBS Group	$5,201,480,862	$398,516,111 ▼	-7.1%	108,071,491	0.7%	Finance
TSM Taiwan Semiconductor Manufacturing	$5,046,310,369	$1,114,457,116 ▼	-18.1%	11,061,861	0.7%	Technology
IWM iShares Russell 2000 ETF	$4,566,515,795	$185,644,692 ▲	4.2%	16,432,818	0.6%	ETF
INTC Intel	$4,477,236,193	$322,330,017 ▲	7.8%	37,238,927	0.6%	Technology
VONG Vanguard Russell 1000 Growth ETF	$4,440,385,687	$598,504,664 ▲	15.6%	34,440,283	0.6%	ETF
V Visa	$4,306,410,867	$685,618,888 ▼	-13.7%	11,984,557	0.6%	Finance
TSLA Tesla	$4,187,572,642	$27,718,112 ▲	0.7%	11,802,296	0.5%	Consumer Discretionary
SPACE EXPLORATION TECHN CORP	$4,158,834,708	$1,572,203,028 ▲	60.8%	27,567,511	0.5%	CLASS A COM STK
VO Vanguard Mid-Cap ETF	$4,012,361,732	$341,779,454 ▼	-7.8%	51,165,031	0.5%	ETF
VONV Vanguard Russell 1000 Value ETF	$3,964,995,659	$355,734,555 ▲	9.9%	36,476,501	0.5%	ETF
MRVL Marvell Technology	$3,888,755,601	$598,563,000 ▲	18.2%	14,718,427	0.5%	Technology
JNJ Johnson & Johnson	$3,814,868,718	$699,080,386 ▲	22.4%	14,409,869	0.5%	Healthcare
PALANTIR TECHNOLOGIES INC	$3,810,347,106	$732,413,542 ▲	23.8%	20,370,741	0.5%	CL A
PANW Palo Alto Networks	$3,686,136,099	$306,468,247 ▼	-7.7%	9,277,733	0.5%	Technology
ABBV AbbVie	$3,611,968,538	$228,063,056 ▼	-5.9%	13,807,747	0.5%	Healthcare
VOO Vanguard S&P 500 ETF	$3,448,294,277	$92,943,147 ▲	2.8%	4,920,090	0.5%	ETF
IVV iShares Core S&P 500 ETF	$3,244,944,743	$446,453,789 ▲	16.0%	4,237,050	0.4%	ETF
VUG Vanguard Growth ETF	$3,240,056,434	$9,450,917 ▼	-0.3%	35,956,680	0.4%	ETF
DB Deutsche Bank	$3,171,383,099	$1,863,620,515 ▲	142.5%	88,363,976	0.4%	Finance
GE VERNOVA INC	$3,161,387,719	$1,194,387,635 ▲	60.7%	3,326,061	0.4%	COM
IEMG iShares Core MSCI Emerging Markets ETF	$3,122,973,900	$97,081,563 ▲	3.2%	38,479,225	0.4%	ETF
USIG iShares Broad USD Investment Grade Corporate Bond ETF	$3,083,538,668	$222,108,053 ▲	7.8%	63,304,017	0.4%	ETF
ORCL Oracle	$3,056,435,575	$81,061,096 ▼	-2.6%	22,261,002	0.4%	Technology
VTV Vanguard Value ETF	$2,931,270,189	$19,901,400 ▼	-0.7%	13,565,671	0.4%	ETF
LAM RESEARCH CORP	$2,830,598,530	$194,410,575 ▲	7.4%	8,616,476	0.4%	COM NEW
CSCO Cisco Systems	$2,777,965,710	$509,172,883 ▼	-15.5%	25,810,329	0.4%	Technology
EXXONMOBIL HOLDINGS CORP	$2,638,388,262	$2,638,388,262 ▲	New Holding	16,211,295	0.3%	COM SHS
TXN Texas Instruments	$2,625,269,286	$31,420,496 ▼	-1.2%	9,372,949	0.3%	Technology
AMAT Applied Materials	$2,563,293,783	$327,512,809 ▲	14.6%	5,012,503	0.3%	Technology
KO Coca-Cola	$2,547,409,340	$68,665,586 ▼	-2.6%	29,593,510	0.3%	Consumer Staples
CVX Chevron	$2,501,806,525	$153,984,755 ▲	6.6%	12,251,146	0.3%	Energy
BRK.B Berkshire Hathaway	$2,470,068,030	$151,643,203 ▲	6.5%	4,960,474	0.3%	Finance
XLK Technology Select Sector SPDR Fund	$2,400,072,350	$78,054,138 ▼	-3.1%	12,260,906	0.3%	ETF
WALMART INC	$2,388,436,799	$74,141,308 ▼	-3.0%	22,983,418	0.3%	COM
EFA iShares MSCI EAFE ETF	$2,359,263,671	$675,625,863 ▲	40.1%	22,709,247	0.3%	ETF
IWF iShares Russell 1000 Growth ETF	$2,330,353,074	$15,722,760 ▼	-0.7%	18,604,128	0.3%	ETF
GS The Goldman Sachs Group	$2,209,361,890	$192,089,105 ▼	-8.0%	2,453,865	0.3%	Finance
BAC Bank of America	$2,201,090,578	$272,910,714 ▲	14.2%	40,438,923	0.3%	Finance
COST Costco Wholesale	$2,200,783,219	$390,481,214 ▼	-15.1%	2,417,540	0.3%	Consumer Staples
VEA Vanguard FTSE Developed Markets ETF	$2,171,860,651	$9,699,131 ▼	-0.4%	30,758,542	0.3%	ETF
CRWD CrowdStrike	$2,079,278,196	$1,478,099,781 ▲	245.9%	7,853,742	0.3%	Technology
EEM iShares MSCI Emerging Markets ETF	$2,028,025,585	$68,282,756 ▲	3.5%	30,364,210	0.3%	ETF
UNH UnitedHealth Group	$2,027,125,883	$330,582,704 ▼	-14.0%	5,522,300	0.3%	Healthcare
MS Morgan Stanley	$2,021,033,953	$508,700,352 ▼	-20.1%	10,745,608	0.3%	Finance
ETN Eaton	$2,001,275,923	$255,708,819 ▼	-11.3%	4,657,271	0.3%	Industrials
SANDISK CORP	$1,941,804,235	$529,062,272 ▲	37.4%	1,116,050	0.3%	COM
MRK Merck & Co., Inc.	$1,922,787,126	$225,836,735 ▼	-10.5%	13,232,311	0.3%	Healthcare
IJH iShares Core S&P Mid-Cap ETF	$1,903,971,552	$39,170,228 ▲	2.1%	26,462,426	0.2%	ETF
SNPS Synopsys	$1,893,383,418	$396,170,318 ▲	26.5%	4,353,206	0.2%	Technology
MP MP Materials	$1,889,553,099	$57,304,272 ▲	3.1%	39,956,716	0.2%	Materials
RTX RTX	$1,873,292,042	$172,688,660 ▼	-8.4%	10,090,450	0.2%	Industrials
MA Mastercard	$1,871,196,165	$721,871,472 ▼	-27.8%	3,393,106	0.2%	Finance
QCOM Qualcomm	$1,862,129,420	$499,019,123 ▲	36.6%	10,118,069	0.2%	Technology
NFLX Netflix	$1,775,338,571	$535,475,921 ▼	-23.2%	25,515,070	0.2%	Communication Services
RSP Invesco S&P 500 Equal Weight ETF	$1,774,853,890	$28,642,482 ▲	1.6%	8,532,131	0.2%	ETF
DELL Dell Technologies	$1,762,812,121	$130,579,293 ▼	-6.9%	3,276,907	0.2%	Technology
PG Procter & Gamble	$1,727,417,698	$82,207,850 ▼	-4.5%	11,890,265	0.2%	Consumer Staples
AMGN Amgen	$1,725,045,693	$319,859,913 ▲	22.8%	4,092,538	0.2%	Healthcare
NEE NextEra Energy	$1,724,374,702	$145,968,703 ▼	-7.8%	22,767,028	0.2%	Utilities
MBB iShares MBS ETF	$1,705,329,600	$47,635,091 ▲	2.9%	19,028,449	0.2%	ETF
UBER Uber Technologies	$1,682,440,903	$306,038,418 ▼	-15.4%	24,557,596	0.2%	Industrials
TLT iShares 20+ Year Treasury Bond ETF	$1,668,362,954	$271,396,509 ▲	19.4%	21,449,768	0.2%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$1,665,164,445	$256,341,370 ▲	18.2%	21,566,694	0.2%	ETF
SMH VanEck Semiconductor ETF	$1,656,267,459	$199,123,512 ▲	13.7%	2,719,651	0.2%	ETF
LITE Lumentum	$1,632,270,419	$271,918,806 ▲	20.0%	1,680,570	0.2%	Technology
SLB SLB	$1,605,161,469	$336,395,230 ▼	-17.3%	32,946,664	0.2%	Energy
UNP Union Pacific	$1,588,885,158	$245,062,862 ▼	-13.4%	5,838,699	0.2%	Industrials
JBL Jabil	$1,588,295,341	$26,445,623 ▲	1.7%	5,536,831	0.2%	Technology
VTI Vanguard Total Stock Market ETF	$1,585,617,082	$83,084,648 ▼	-5.0%	4,236,899	0.2%	ETF
XLF Financial Select Sector SPDR Fund	$1,574,271,836	$470,417,901 ▼	-23.0%	29,480,746	0.2%	ETF
HD Home Depot	$1,570,665,875	$326,443,456 ▼	-17.2%	5,520,988	0.2%	Consumer Discretionary
IWD iShares Russell 1000 Value ETF	$1,556,659,000	$11,700,560 ▼	-0.7%	6,278,623	0.2%	ETF
YNDX Yandex	$1,546,930,289	$80,410,784 ▲	5.5%	6,558,124	0.2%	Technology
VGT Vanguard Information Technology ETF	$1,511,669,979	$22,301,775 ▲	1.5%	12,028,885	0.2%	ETF
TMO Thermo Fisher Scientific	$1,484,079,200	$253,629,786 ▼	-14.6%	2,198,473	0.2%	Healthcare
ROCKET LAB CORP	$1,478,252,489	$89,379,302 ▼	-5.7%	21,214,875	0.2%	COM
VIG Vanguard Dividend Appreciation ETF	$1,460,990,953	$3,897,210 ▲	0.3%	6,262,016	0.2%	ETF
BA Boeing	$1,456,539,495	$135,387,097 ▲	10.2%	7,828,753	0.2%	Industrials
CEG Constellation Energy	$1,441,748,173	$398,207,341 ▲	38.2%	5,675,727	0.2%	Utilities
VV Vanguard Large-Cap ETF	$1,438,791,354	$5,710,877 ▲	0.4%	4,089,218	0.2%	ETF
SCHB Schwab US Broad Market ETF	$1,434,778,782	$530,101 ▲	0.0%	48,951,852	0.2%	ETF
FCX Freeport-McMoRan	$1,428,717,360	$255,333,960 ▲	21.8%	20,410,248	0.2%	Materials
CAT Caterpillar	$1,420,337,057	$107,608,860 ▼	-7.0%	1,751,794	0.2%	Industrials
MDT Medtronic	$1,377,228,352	$733,221,317 ▲	113.9%	15,960,463	0.2%	Healthcare

Showing largest 100 holdings. View all holdings.

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UBS Group Top Holdings and 13F Report (2026)

About UBS Group

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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UBS Group Top Holdings and 13F Report (2026)

About UBS Group

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofUBS Group

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools