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 Switzerland-based global financial services company serving individuals, businesses, institutional investors and governments. Its principal businesses include wealth management, personal and corporate banking, asset management and investment banking. For more information on UBS Group stock, visit the UBS Group stock profile here.

Investment Activity

UBS Group has $786.02 billion in total holdings as of June 30, 2026.
UBS Group owns shares of 9,044 different stocks, but just 478 companies or ETFs make up 80% of its holdings.
Approximately 13.17% of the portfolio was purchased this quarter.
About 9.15% of the portfolio was sold this quarter.
This quarter, UBS Group has purchased 9,112 new stocks and bought additional shares in 3,842 stocks.
UBS Group sold shares of 3,762 stocks and completely divested from 1,248 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $22,418,411,024
NVIDIA: $22,176,905,061
Apple: $19,212,169,182
Microsoft: $16,949,671,185
Invesco QQQ: $16,931,750,639

Largest New Holdings this Quarter

84615Q103 - SPACE EXPLORATION TECHN CORP: $2,929,549,842 Holding
438516205 - HONEYWELL INTL INC: $796,027,640 Holding
43849R105 - HONEYWELL AEROSPACE INC: $611,979,396 Holding
G2004J103 - CARNIVAL CORP LTD: $370,968,823 Holding
26614N201 - DUPONT DE NEMOURS INC: $135,189,810 Holding

Largest Purchases this Quarter

Eli Lilly and Company: 6,949,157 shares (about $8.34B)
SPDR S&P 500 ETF Trust: 9,707,737 shares (about $7.25B)
Invesco QQQ: 4,880,219 shares (about $3.59B)
Vanguard Mid-Cap ETF: 42,124,285 shares (about $3.39B)
SPACE EXPLORATION TECHN CORP: 17,145,908 shares (about $2.93B)

Largest Sales this Quarter

Marvell Technology: 7,233,439 shares (about $2.15B)
Western Digital: 2,998,347 shares (about $1.92B)
iShares MSCI Emerging Markets ETF: 26,577,374 shares (about $1.82B)
ExxonMobil: 13,059,708 shares (about $1.79B)
Intel: 10,716,972 shares (about $1.50B)

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
SPY SPDR S&P 500 ETF Trust	$22,418,411,024	$7,249,446,759 ▲	47.8%	30,020,503	2.9%	ETF
NVDA NVIDIA	$22,176,905,061	$370,477,439 ▼	-1.6%	110,834,650	2.8%	Technology
AAPL Apple	$19,212,169,182	$916,535,936 ▲	5.0%	66,395,387	2.4%	Technology
MSFT Microsoft	$16,949,671,185	$2,002,878,307 ▲	13.4%	45,439,041	2.2%	Technology
QQQ Invesco QQQ	$16,931,750,639	$3,593,793,271 ▲	26.9%	22,992,600	2.2%	ETF
MU Micron Technology	$14,124,603,483	$2,468,894,721 ▲	21.2%	12,236,616	1.8%	Technology
LLY Eli Lilly and Company	$13,847,554,887	$8,335,027,381 ▲	151.2%	11,545,113	1.8%	Healthcare
AMZN Amazon.com	$12,979,784,753	$2,816,176,580 ▲	27.7%	54,459,112	1.7%	Consumer Discretionary
GOOGL Alphabet	$12,639,823,104	$1,299,770,772 ▲	11.5%	35,369,010	1.6%	Communication Services
AVGO Broadcom	$12,160,750,873	$1,298,290,864 ▲	12.0%	32,192,590	1.5%	Technology
JPM JPMorgan Chase & Co.	$8,926,138,855	$1,852,882,561 ▲	26.2%	27,269,541	1.1%	Finance
AMD Advanced Micro Devices	$8,003,588,602	$440,126,461 ▼	-5.2%	13,777,674	1.0%	Technology
GOOG Alphabet	$7,726,376,997	$282,091,959 ▲	3.8%	21,867,311	1.0%	Communication Services
META Meta Platforms	$6,878,595,556	$1,740,003 ▼	0.0%	12,211,464	0.9%	Communication Services
IEFA iShares Core MSCI EAFE ETF	$6,723,205,481	$27,023,277 ▲	0.4%	69,612,813	0.9%	ETF
TSM Taiwan Semiconductor Manufacturing	$6,449,500,709	$1,019,819,216 ▼	-13.7%	13,504,828	0.8%	Technology
UBS UBS Group	$5,766,379,596	$55,996,209 ▼	-1.0%	116,351,485	0.7%	Finance
TSLA Tesla	$4,931,188,004	$181,032,549 ▼	-3.5%	11,724,175	0.6%	Consumer Discretionary
INTC Intel	$4,825,331,027	$1,496,410,800 ▼	-23.7%	34,557,982	0.6%	Technology
V Visa	$4,766,413,850	$158,081,805 ▲	3.4%	13,892,605	0.6%	Finance
IWM iShares Russell 2000 ETF	$4,736,524,245	$759,985,270 ▼	-13.8%	15,764,767	0.6%	ETF
GLD SPDR Gold Shares	$4,587,988,343	$1,130,488,597 ▼	-19.8%	12,454,499	0.6%	ETF
VO Vanguard Mid-Cap ETF	$4,473,516,390	$3,393,953,642 ▲	314.4%	55,523,351	0.6%	ETF
VONG Vanguard Russell 1000 Growth ETF	$3,808,507,047	$124,571,039 ▲	3.4%	29,798,193	0.5%	ETF
MRVL Marvell Technology	$3,709,607,787	$2,154,769,144 ▼	-36.7%	12,452,945	0.5%	Technology
ABBV AbbVie	$3,693,969,762	$113,870,875 ▼	-3.0%	14,679,581	0.5%	Healthcare
CSCO Cisco Systems	$3,587,357,606	$380,960,485 ▼	-9.6%	30,541,100	0.5%	Technology
VONV Vanguard Russell 1000 Value ETF	$3,529,903,845	$201,215,382 ▲	6.0%	33,203,874	0.4%	ETF
LAM RESEARCH CORP	$3,477,335,018	$486,823,722 ▲	16.3%	8,024,681	0.4%	COM NEW
PANW Palo Alto Networks	$3,426,941,011	$318,135,512 ▼	-8.5%	10,049,091	0.4%	Technology
ORCL Oracle	$3,348,872,084	$34,061,737 ▼	-1.0%	22,851,396	0.4%	Technology
VOO Vanguard S&P 500 ETF	$3,288,087,078	$66,587,603 ▲	2.1%	4,787,477	0.4%	ETF
AMAT Applied Materials	$3,160,995,042	$341,472,177 ▲	12.1%	4,372,054	0.4%	Technology
VUG Vanguard Growth ETF	$3,106,342,951	$2,583,534,655 ▲	494.2%	36,061,562	0.4%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$3,088,527,862	$45,547,586 ▼	-1.5%	37,283,050	0.4%	ETF
USIG iShares Broad USD Investment Grade Corporate Bond ETF	$3,012,990,685	$136,650,049 ▲	4.8%	58,744,213	0.4%	ETF
JNJ Johnson & Johnson	$2,989,033,630	$153,972,868 ▲	5.4%	11,769,239	0.4%	Healthcare
VTV Vanguard Value ETF	$2,976,438,470	$33,687,184 ▲	1.1%	13,657,773	0.4%	ETF
SPACE EXPLORATION TECHN CORP	$2,929,549,842	$2,929,549,842 ▲	New Holding	17,145,908	0.4%	CLASS A COM STK
TXN Texas Instruments	$2,827,232,400	$279,942,277 ▼	-9.0%	9,485,129	0.4%	Technology
MS Morgan Stanley	$2,811,652,803	$10,346,435 ▲	0.4%	13,450,310	0.4%	Finance
IVV iShares Core S&P 500 ETF	$2,736,517,452	$769,724,120 ▼	-22.0%	3,654,098	0.3%	ETF
GS The Goldman Sachs Group	$2,697,538,202	$405,481,495 ▲	17.7%	2,667,212	0.3%	Finance
WALMART INC	$2,683,906,816	$242,562,146 ▲	9.9%	23,696,864	0.3%	COM
UNH UnitedHealth Group	$2,669,539,119	$1,079,830,015 ▲	67.9%	6,422,874	0.3%	Healthcare
COST Costco Wholesale	$2,662,796,496	$255,554,487 ▲	10.6%	2,846,480	0.3%	Consumer Staples
KO CocaCola	$2,469,893,231	$23,726,614 ▼	-1.0%	30,391,205	0.3%	Consumer Staples
GE VERNOVA INC	$2,431,324,600	$295,499,612 ▲	13.8%	2,069,459	0.3%	COM
MA Mastercard	$2,414,999,073	$363,624,178 ▲	17.7%	4,702,101	0.3%	Finance
XLK Technology Select Sector SPDR Fund	$2,411,916,517	$45,978,382 ▼	-1.9%	12,659,650	0.3%	ETF
NFLX Netflix	$2,371,258,332	$152,623,640 ▲	6.9%	33,210,901	0.3%	Communication Services
HD Home Depot	$2,351,831,416	$320,587,178 ▼	-12.0%	6,668,457	0.3%	Consumer Discretionary
BRK.B Berkshire Hathaway	$2,329,785,317	$315,031,533 ▼	-11.9%	4,655,939	0.3%	Finance
IWF iShares Russell 1000 Growth ETF	$2,325,660,517	$1,726,997,585 ▲	288.5%	18,729,649	0.3%	ETF
ROCKET LAB CORP	$2,286,879,617	$309,880,533 ▲	15.7%	22,497,586	0.3%	COM
ETN Eaton	$2,238,128,824	$162,983,656 ▲	7.9%	5,252,344	0.3%	Industrials
VEA Vanguard FTSE Developed Markets ETF	$2,201,333,160	$16,424,051 ▲	0.8%	30,895,904	0.3%	ETF
MP MP Materials	$2,170,104,818	$47,138,072 ▲	2.2%	38,744,953	0.3%	Materials
NEE NextEra Energy	$2,167,415,377	$15,399,510 ▲	0.7%	24,694,262	0.3%	Utilities
JBL Jabil	$2,098,800,213	$512,980,594 ▲	32.3%	5,444,641	0.3%	Technology
UBER Uber Technologies	$2,094,419,321	$563,037,276 ▲	36.8%	29,024,658	0.3%	Industrials
RTX RTX	$2,090,944,889	$149,667,562 ▲	7.7%	11,020,634	0.3%	Industrials
XLF Financial Select Sector SPDR Fund	$2,052,730,654	$170,846,814 ▲	9.1%	38,290,070	0.3%	ETF
BAC Bank of America	$2,018,513,479	$301,385,396 ▼	-13.0%	35,424,947	0.3%	Finance
EEM iShares MSCI Emerging Markets ETF	$2,007,276,643	$1,818,158,156 ▼	-47.5%	29,341,860	0.3%	ETF
CAT Caterpillar	$2,006,820,024	$193,106,836 ▲	10.6%	1,884,515	0.3%	Industrials
IJH iShares Core S&P Mid-Cap ETF	$1,998,538,291	$129,620,985 ▲	6.9%	25,918,017	0.3%	ETF
C Citigroup	$1,942,235,396	$522,990,168 ▲	36.8%	13,877,076	0.2%	Finance
PALANTIR TECHNOLOGIES INC	$1,919,820,951	$376,257,250 ▲	24.4%	16,455,138	0.2%	CL A
CVX Chevron	$1,905,758,467	$35,569,112 ▼	-1.8%	11,497,095	0.2%	Energy
MRK Merck & Co., Inc.	$1,900,063,081	$16,467,661 ▲	0.9%	14,786,483	0.2%	Healthcare
SLB SLB	$1,852,688,239	$99,733,835 ▼	-5.1%	39,851,328	0.2%	Energy
SANDISK CORP	$1,846,205,097	$111,053,521 ▲	6.4%	811,972	0.2%	COM
UNP Union Pacific	$1,833,071,920	$160,164,480 ▲	9.6%	6,739,235	0.2%	Industrials
PG Procter & Gamble	$1,826,565,876	$105,496,042 ▼	-5.5%	12,456,123	0.2%	Consumer Staples
RSP Invesco S&P 500 Equal Weight ETF	$1,786,084,999	$627,646,180 ▼	-26.0%	8,394,440	0.2%	ETF
KLAC KLA	$1,780,889,134	$1,607,825,261 ▲	929.0%	5,902,652	0.2%	Technology
MBB iShares MBS ETF	$1,748,329,446	$315,725,062 ▼	-15.3%	18,496,926	0.2%	ETF
CRWD CrowdStrike	$1,732,892,523	$52,649,029 ▼	-2.9%	2,270,740	0.2%	Technology
YNDX Yandex	$1,717,011,580	$736,311,474 ▲	75.1%	6,217,227	0.2%	Technology
EFA iShares MSCI EAFE ETF	$1,683,475,747	$326,116,405 ▼	-16.2%	16,205,966	0.2%	ETF
MCD McDonald's	$1,650,672,342	$1,112,866 ▼	-0.1%	6,106,590	0.2%	Consumer Discretionary
VTI Vanguard Total Stock Market ETF	$1,649,974,316	$10,834,031 ▲	0.7%	4,458,908	0.2%	ETF
LINDE PLC	$1,648,000,873	$202,605,593 ▼	-10.9%	3,175,706	0.2%	SHS
ADI Analog Devices	$1,638,292,094	$147,584,798 ▲	9.9%	4,124,914	0.2%	Technology
ASML ASML	$1,590,449,851	$272,555,270 ▼	-14.6%	799,446	0.2%	Technology
VTWO Vanguard Russell 2000 ETF	$1,586,070,119	$30,242,929 ▲	1.9%	13,062,676	0.2%	ETF
SMH VanEck Semiconductor ETF	$1,569,336,853	$428,423,413 ▲	37.6%	2,392,683	0.2%	ETF
TLT iShares 20+ Year Treasury Bond ETF	$1,552,145,028	$305,892,146 ▼	-16.5%	17,960,484	0.2%	ETF
BA Boeing	$1,537,166,675	$97,558,483 ▼	-6.0%	7,101,061	0.2%	Industrials
SNPS Synopsys	$1,535,526,388	$587,833,722 ▲	62.0%	3,442,344	0.2%	Technology
IWD iShares Russell 1000 Value ETF	$1,533,567,573	$206,845,640 ▼	-11.9%	6,325,816	0.2%	ETF
DELL Dell Technologies	$1,518,584,738	$198,844,813 ▼	-11.6%	3,519,642	0.2%	Technology
IJR iShares Core S&P Small-Cap ETF	$1,517,349,080	$11,321,540 ▲	0.8%	10,230,929	0.2%	ETF
SBUX Starbucks	$1,483,970,481	$110,516,544 ▲	8.0%	14,521,680	0.2%	Consumer Discretionary
VIG Vanguard Dividend Appreciation ETF	$1,477,765,725	$20,229,117 ▼	-1.4%	6,245,312	0.2%	ETF
BABA Alibaba Group	$1,465,061,853	$109,445,706 ▲	8.1%	15,264,241	0.2%	Consumer Discretionary
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$1,459,183,802	$1,350,350,790 ▼	-48.1%	18,246,640	0.2%	ETF
SCHB Schwab US Broad Market ETF	$1,417,121,865	$12,146,143 ▲	0.9%	48,933,766	0.2%	ETF
VGT Vanguard Information Technology ETF	$1,416,481,956	$1,232,371,197 ▲	669.4%	11,851,422	0.2%	ETF

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