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 provides financial advice and solutions to private, institutional, and corporate clients worldwide. It operates through five divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, Investment Bank, and Non-core and Legacy. For more information on UBS Group stock, visit the UBS Group stock profile here.

Investment Activity

UBS Group has $666.32 billion in total holdings as of March 31, 2026.
UBS Group owns shares of 9,112 different stocks, but just 522 companies or ETFs make up 80% of its holdings.
Approximately 16.57% of the portfolio was purchased this quarter.
About 6.55% of the portfolio was sold this quarter.
This quarter, UBS Group has purchased 9,085 new stocks and bought additional shares in 4,385 stocks.
UBS Group sold shares of 3,233 stocks and completely divested from 1,284 stocks this quarter.

Largest Holdings

NVIDIA: $19,652,473,925
Apple: $16,046,615,847
Microsoft: $14,832,594,297
SPDR S&P 500 ETF Trust: $13,210,204,241
Invesco QQQ: $10,454,104,064

Largest New Holdings this Quarter

G0593M107 - AstraZeneca: $1,242,044,620 Holding
G0250X149 - AMCOR PLC: $497,414,845 Holding
866966104 - SUNBELT RENTALS HOLDINGS INC: $124,356,984 Holding
34631F102 - FORGENT POWER SOLUTIONS INC: $68,043,559 Holding
45579U109 - INDIVIOR PHARMACEUTICALS INC: $66,820,207 Holding

Largest Purchases this Quarter

iShares Core MSCI EAFE ETF: 47,841,826 shares (about $4.33B)
Invesco QQQ: 6,603,827 shares (about $3.81B)
Vanguard Russell 1000 Growth ETF: 25,086,363 shares (about $2.75B)
Vanguard Russell 1000 Value ETF: 28,657,725 shares (about $2.69B)
iShares Broad USD Investment Grade Corporate Bond ETF: 52,031,591 shares (about $2.67B)

Largest Sales this Quarter

UBS Group: 28,797,582 shares (about $1.13B)
iShares Russell 2000 ETF: 3,243,731 shares (about $804.45M)
Alcon: 9,920,114 shares (about $747.48M)
Merck & Co., Inc.: 5,441,842 shares (about $654.60M)
iShares 7-10 Year Treasury Bond ETF: 6,768,435 shares (about $645.98M)

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	$19,652,473,925	$884,493,665 ▲	4.7%	112,686,204	2.9%	Computer and Technology
AAPL Apple	$16,046,615,847	$874,378,626 ▲	5.8%	63,227,928	2.4%	Computer and Technology
MSFT Microsoft	$14,832,594,297	$531,622,241 ▲	3.7%	40,069,682	2.2%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$13,210,204,241	$1,440,741,775 ▲	12.2%	20,312,766	2.0%	Finance
QQQ Invesco QQQ	$10,454,104,064	$3,811,596,867 ▲	57.4%	18,112,381	1.6%	Finance
GOOGL Alphabet	$9,124,843,855	$803,378,514 ▲	9.7%	31,731,965	1.4%	Computer and Technology
AVGO Broadcom	$8,900,172,065	$553,648,702 ▲	6.6%	28,755,685	1.3%	Computer and Technology
AMZN Amazon.com	$8,881,323,633	$368,145,966 ▲	4.3%	42,643,317	1.3%	Retail/Wholesale
META Meta Platforms	$6,988,312,208	$586,702,151 ▲	9.2%	12,214,553	1.0%	Computer and Technology
GLD SPDR Gold Shares	$6,679,525,060	$1,157,187,503 ▲	21.0%	15,523,310	1.0%	Finance
JPM JPMorgan Chase & Co.	$6,356,487,554	$95,781,732 ▼	-1.5%	21,608,946	1.0%	Finance
IEFA iShares Core MSCI EAFE ETF	$6,276,717,486	$4,331,120,508 ▲	222.6%	69,333,011	0.9%	ETF
GOOG Alphabet	$6,043,833,261	$501,502,135 ▼	-7.7%	21,068,930	0.9%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$5,285,626,543	$1,157,213,121 ▲	28.0%	15,640,262	0.8%	Computer and Technology
UBS UBS Group	$4,589,996,422	$1,125,121,529 ▼	-19.7%	117,481,352	0.7%	Finance
IWM iShares Russell 2000 ETF	$4,536,975,736	$804,445,288 ▼	-15.1%	18,294,257	0.7%	Finance
TSLA Tesla	$4,518,468,833	$442,567,632 ▲	10.9%	12,154,590	0.7%	Auto/Tires/Trucks
LLY Eli Lilly and Company	$4,227,222,449	$423,200,893 ▲	11.1%	4,595,956	0.6%	Medical
V Visa	$4,059,641,135	$25,948,513 ▲	0.6%	13,431,846	0.6%	Business Services
VO Vanguard Mid-Cap ETF	$3,847,943,775	$2,248,808,078 ▲	140.6%	13,399,066	0.6%	ETF
XOM ExxonMobil	$3,647,086,180	$644,870,195 ▲	21.5%	21,496,441	0.5%	Energy
MU Micron Technology	$3,411,417,104	$325,624,719 ▼	-8.7%	10,097,730	0.5%	Computer and Technology
ORCL Oracle	$3,395,860,763	$1,017,617,097 ▲	42.8%	23,083,820	0.5%	Computer and Technology
ABBV AbbVie	$3,291,079,559	$666,362,391 ▲	25.4%	15,132,096	0.5%	Medical
EEM iShares MSCI Emerging Markets ETF	$3,175,653,300	$32,202,940 ▲	1.0%	55,919,234	0.5%	Finance
VONG Vanguard Russell 1000 Growth ETF	$3,161,653,554	$2,751,723,157 ▲	671.3%	28,823,535	0.5%	ETF
IVV iShares Core S&P 500 ETF	$3,058,275,656	$936,013,350 ▲	44.1%	4,681,918	0.5%	ETF
NFLX Netflix	$2,987,699,238	$117,967,877 ▲	4.1%	31,073,315	0.4%	Consumer Discretionary
AMD Advanced Micro Devices	$2,956,920,961	$64,473,273 ▲	2.2%	14,535,324	0.4%	Computer and Technology
VONV Vanguard Russell 1000 Value ETF	$2,935,107,295	$2,686,375,142 ▲	1,080.0%	31,311,151	0.4%	ETF
USIG iShares Broad USD Investment Grade Corporate Bond ETF	$2,872,975,839	$2,665,578,407 ▲	1,285.3%	56,079,950	0.4%	Manufacturing
VOO Vanguard S&P 500 ETF	$2,802,823,213	$391,290,081 ▲	16.2%	4,690,525	0.4%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$2,795,130,323	$1,009,604,705 ▲	56.5%	35,132,357	0.4%	ETF
JNJ Johnson & Johnson	$2,728,677,609	$21,207,614 ▼	-0.8%	11,162,975	0.4%	Medical
WALMART INC	$2,678,883,239	$421,613,935 ▼	-13.6%	21,555,224	0.4%	COM
VUG Vanguard Growth ETF	$2,651,003,432	$198,618,896 ▲	8.1%	6,069,286	0.4%	ETF
VTV Vanguard Value ETF	$2,649,326,859	$168,910,150 ▲	6.8%	13,503,195	0.4%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$2,638,843,102	$1,635,330,461 ▲	163.0%	37,832,876	0.4%	ETF
CSCO Cisco Systems	$2,621,333,226	$63,837,095 ▲	2.5%	33,784,421	0.4%	Computer and Technology
COST Costco Wholesale	$2,564,110,169	$240,158,547 ▼	-8.6%	2,573,297	0.4%	Retail/Wholesale
BRK.B Berkshire Hathaway	$2,532,816,871	$28,630,762 ▼	-1.1%	5,285,511	0.4%	Finance
HD Home Depot	$2,492,150,819	$96,969,928 ▲	4.0%	7,577,460	0.4%	Retail/Wholesale
CVX Chevron	$2,423,145,973	$297,376,336 ▼	-10.9%	11,711,677	0.4%	Energy
KO CocaCola	$2,333,453,785	$282,852,765 ▲	13.8%	30,683,153	0.4%	Consumer Staples
NEE NextEra Energy	$2,277,306,980	$493,315,959 ▲	27.7%	24,518,809	0.3%	Utilities
MS Morgan Stanley	$2,205,372,124	$62,568,856 ▲	2.9%	13,400,815	0.3%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$2,177,202,086	$183,385,126 ▲	9.2%	11,344,321	0.3%	ETF
SLB SLB	$2,158,205,427	$839,836,501 ▲	63.7%	41,996,603	0.3%	Energy
MBB iShares MBS ETF	$2,073,444,514	$1,889,700,407 ▲	1,028.4%	21,837,225	0.3%	ETF
IWF iShares Russell 1000 Growth ETF	$2,055,809,569	$31,609,885 ▼	-1.5%	4,821,317	0.3%	ETF
TXN Texas Instruments	$2,023,775,931	$645,388,144 ▲	46.8%	10,424,312	0.3%	Computer and Technology
INTC Intel	$1,997,983,720	$110,620,318 ▲	5.9%	45,274,954	0.3%	Computer and Technology
MA Mastercard	$1,995,697,003	$285,678,606 ▼	-12.5%	3,994,110	0.3%	Business Services
BAC Bank of America	$1,984,820,470	$634,676,836 ▼	-24.2%	40,714,266	0.3%	Finance
RTX RTX	$1,973,712,098	$130,616,255 ▲	7.1%	10,231,789	0.3%	Aerospace
VEA Vanguard FTSE Developed Markets ETF	$1,965,038,255	$201,299,566 ▲	11.4%	30,665,391	0.3%	ETF
MRVL Marvell Technology	$1,949,936,335	$61,996,980 ▼	-3.1%	19,686,384	0.3%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$1,935,308,975	$23,058,848 ▲	1.2%	13,230,168	0.3%	CL A
GS The Goldman Sachs Group	$1,917,257,832	$344,053,135 ▼	-15.2%	2,266,289	0.3%	Finance
PG Procter & Gamble	$1,903,075,719	$284,862,112 ▲	17.6%	13,175,545	0.3%	Consumer Staples
MCD McDonald's	$1,899,146,629	$200,936,613 ▲	11.8%	6,110,707	0.3%	Retail/Wholesale
EFA iShares MSCI EAFE ETF	$1,879,011,223	$303,227,816 ▲	19.2%	19,345,323	0.3%	Finance
TLT iShares 20+ Year Treasury Bond ETF	$1,863,842,196	$39,482,267 ▼	-2.1%	21,500,083	0.3%	ETF
MP MP Materials	$1,829,215,767	$111,412,071 ▲	6.5%	37,903,352	0.3%	Basic Materials
BABA Alibaba Group	$1,771,990,015	$193,703,591 ▼	-9.9%	14,123,944	0.3%	Retail/Wholesale
LINDE PLC	$1,767,943,617	$380,800,692 ▲	27.5%	3,566,128	0.3%	SHS
MRK Merck & Co., Inc.	$1,763,250,530	$654,599,179 ▼	-27.1%	14,658,330	0.3%	Medical
PANW Palo Alto Networks	$1,760,631,834	$138,206,581 ▲	8.5%	10,981,985	0.3%	Computer and Technology
ETN Eaton	$1,741,803,184	$346,906,994 ▲	24.9%	4,869,861	0.3%	Industrials
XLF Financial Select Sector SPDR Fund	$1,733,046,169	$367,401,222 ▲	26.9%	35,103,224	0.3%	ETF
XLK Technology Select Sector SPDR Fund	$1,714,540,375	$352,337,569 ▲	25.9%	12,900,981	0.3%	ETF
IJH iShares Core S&P Mid-Cap ETF	$1,636,726,568	$74,602,147 ▲	4.8%	24,237,029	0.2%	ETF
ABT Abbott Laboratories	$1,610,690,553	$457,799,986 ▲	39.7%	15,688,035	0.2%	Medical
TJX TJX Companies	$1,603,826,536	$387,820,910 ▲	31.9%	10,042,746	0.2%	Retail/Wholesale
GE VERNOVA INC	$1,586,879,827	$203,733,114 ▲	14.7%	1,817,940	0.2%	COM
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$1,574,930,022	$456,972,400 ▼	-22.5%	14,450,225	0.2%	Finance
IWD iShares Russell 1000 Value ETF	$1,533,944,195	$6,941,284 ▼	-0.5%	7,179,034	0.2%	ETF
UBER Uber Technologies	$1,526,500,977	$11,093,836 ▼	-0.7%	21,222,035	0.2%	Computer and Technology
BA Boeing	$1,503,022,812	$261,763,659 ▲	21.1%	7,551,740	0.2%	Aerospace
XLE Energy Select Sector SPDR Fund	$1,498,172,293	$138,730,009 ▲	10.2%	24,455,963	0.2%	ETF
LITE Lumentum	$1,492,322,808	$93,944,254 ▼	-5.9%	2,123,517	0.2%	Computer and Technology
UNP Union Pacific	$1,492,208,835	$166,990,251 ▲	12.6%	6,150,395	0.2%	Transportation
LAM RESEARCH CORP	$1,474,517,443	$310,623,395 ▼	-17.4%	6,901,233	0.2%	COM NEW
AXP American Express	$1,469,601,199	$433,115,063 ▲	41.8%	4,858,507	0.2%	Finance
QCOM Qualcomm	$1,458,953,514	$140,284,948 ▲	10.6%	11,329,038	0.2%	Computer and Technology
VRT Vertiv	$1,432,594,176	$515,826,949 ▲	56.3%	5,717,113	0.2%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$1,421,069,600	$116,736,984 ▲	8.9%	4,429,630	0.2%	ETF
CRM Salesforce	$1,405,292,266	$224,205,043 ▲	19.0%	7,528,217	0.2%	Computer and Technology
FXI iShares China Large-Cap ETF	$1,361,787,771	$6,490,325 ▲	0.5%	37,932,807	0.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$1,361,502,708	$15,474,427 ▲	1.1%	6,330,804	0.2%	ETF
EA Electronic Arts	$1,351,869,921	$286,324,406 ▲	26.9%	6,631,039	0.2%	Consumer Discretionary
SLV iShares Silver Trust	$1,351,017,504	$320,833,510 ▲	31.1%	19,827,084	0.2%	ETF
IAU iShares Gold Trust	$1,348,853,379	$559,129,587 ▲	70.8%	15,300,061	0.2%	Finance
AMAT Applied Materials	$1,332,897,263	$239,511,735 ▼	-15.2%	3,899,755	0.2%	Computer and Technology
VTWO Vanguard Russell 2000 ETF	$1,283,538,211	$1,129,708,645 ▲	734.4%	12,813,599	0.2%	ETF
BLACKROCK INC	$1,283,277,934	$267,123,608 ▲	26.3%	1,334,371	0.2%	COM
TMO Thermo Fisher Scientific	$1,268,755,914	$9,835,515 ▲	0.8%	2,581,238	0.2%	Medical
WDC Western Digital	$1,264,337,341	$105,889,532 ▼	-7.7%	4,674,248	0.2%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$1,262,317,332	$71,767,146 ▲	6.0%	10,154,592	0.2%	ETF
ROCKET LAB CORP	$1,249,019,981	$55,943,776 ▼	-4.3%	19,449,081	0.2%	COM

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