UBS Group 13F holdings
UBS Group reported its Q2 2026 13F on Aug 13, 2026. The filing shows a $628.8B US stock portfolio in 8929 positions, 10% of it in the top five: Nvidia (2.6%), Apple (2.4%), Microsoft (2.1%), Broadcom (1.5%) and Ss Spdr S&P 500 ETF Trust-Us (1.5%). In Q2 2026 it added to 12, trimmed 9 and sold out of 12. At today's prices that book is up 2.2% since the quarter closed. This is an institutional book, so its moves mostly reflect client money flowing in and out and index changes, not one manager's conviction. 13F filings arrive up to 45 days after the quarter ends and cover long US-listed positions only, so they show where the money was, not where it is now; this is educational analysis, not investment advice.
Q2 2026 13F, filed Aug 13, 2026. Prices as of Oct 26, 2026. Refreshed weekly from SEC EDGAR.
How big is UBS Group's stock portfolio?
From the Q2 2026 13F, filed Aug 13, 2026. Prices are today's, so "since quarter-end" is how the book as filed has done since.
What does UBS Group own?
The positions in its Q2 2026 13F, largest first. The 40 largest of 8929 are shown. "This site's filters" is how many of this site's 8 value filters the stock passes; a stock this site tracks links to its own analysis.
| Stock | Weight | Size | Shares vs. last quarter | Quarters held | Since quarter-end | This site's filters |
|---|---|---|---|---|---|---|
| NVDANvidia Corp | 2.6% | $16.6B83.1M shares | -0% | 4+ | +8.2% | 3/8 |
| AAPLApple Inc | 2.4% | $15.0B51.8M shares | +4% | 4+ | +19.0% | 2/8 |
| MSFTMicrosoft Corp | 2.1% | $13.4B35.9M shares | +9% | 4+ | +42.6% | 2/8 |
| AVGOBroadcom Inc | 1.5% | $9.5B25.1M shares | +2% | 4+ | -12.4% | 3/8 |
| SPYSs Spdr S&P 500 ETF Trust-Us | 1.5% | $9.2B12.3M shares | -0% | 4+ | +2.5% | n/a |
| GOOGLAlphabet Inc | 1.4% | $9.0B25.3M shares | +5% | 4+ | -11.3% | 5/8 |
| AMZNAmazon.com Inc | 1.3% | $8.2B34.2M shares | -1% | 4+ | +4.5% | 8/8 |
| MUMicron Technology Inc | 1.1% | $7.0B6.1M shares | +1% | 4+ | -21.1% | 5/8 |
| GOOGAlphabet Inc | 1.1% | $6.8B19.2M shares | +4% | 4+ | -11.2% | n/a |
| IEFAIshares Core Msci Eafe ETF | 1.1% | $6.7B69.6M shares | +0% | 4+ | -0.6% | n/a |
| JPMJpmorgan Chase & Co | 1.0% | $6.2B18.8M shares | -2% | 4+ | +2.2% | 8/8 |
| n/aUbs Group AG | 0.8% | $5.3B107M shares | +0% | 4+ | n/a | n/a |
| METAMETA Platforms Inc-Class A | 0.8% | $4.8B8.5M shares | -8% | 4+ | +12.4% | 8/8 |
| LLYEli Lilly & Co | 0.7% | $4.6B3.9M shares | -4% | 4+ | +6.5% | 3/8 |
| TSMTaiwan Semiconductor-Sp Adr | 0.7% | $4.6B9.6M shares | -13% | 4+ | -11.2% | n/a |
| VOVngrd Mrngstr Md-Cap Etf-Usd | 0.7% | $4.5B55.5M shares | +314% | 4+ | +0.9% | n/a |
| VVisa Inc-Class A Shares | 0.7% | $4.4B12.7M shares | +5% | 4+ | +17.7% | 2/8 |
| QQQInvesco Qqq Trust Series 1 | 0.7% | $4.2B5.7M shares | -7% | 4+ | -3.3% | n/a |
| VONGVanguard Russell 1000 Growth | 0.6% | $3.8B29.8M shares | +3% | 4+ | -2.6% | n/a |
| AMDAdvanced Micro Devices | 0.6% | $3.6B6.2M shares | -21% | 4+ | -8.3% | 2/8 |
| VONVVanguard Russell 1000 Value | 0.6% | $3.5B33.2M shares | +6% | 4+ | +6.6% | n/a |
| LRCXLam Research Corp | 0.5% | $3.3B7.7M shares | +18% | 4+ | -44.8% | 2/8 |
| VOOVanguard S&P 500 ETF | 0.5% | $3.3B4.8M shares | +2% | 4+ | +2.4% | n/a |
| CSCOCisco Systems Inc | 0.5% | $3.3B27.8M shares | -13% | 4+ | -6.1% | 3/8 |
| ABBVAbbvie Inc | 0.5% | $3.2B12.8M shares | -9% | 4+ | +14.0% | 2/8 |
| VUGVanguard Mrngstar Gr Etf-Sui | 0.5% | $3.1B36.1M shares | +494% | 4+ | +1.6% | n/a |
| IEMGIshares Core Msci Emerging | 0.5% | $3.1B37.3M shares | -1% | 4+ | -9.2% | n/a |
| USIGIshares Broad Usd Investment | 0.5% | $3.0B58.7M shares | +5% | 4+ | n/a | n/a |
| VTVVanguard Mrngstr Val Etf-Aui | 0.5% | $3.0B13.7M shares | +1% | 4+ | +3.8% | n/a |
| JNJJohnson & Johnson | 0.5% | $2.8B11.0M shares | +8% | 4+ | +4.8% | 3/8 |
| IVVIshares Core S&P 500 ETF | 0.4% | $2.7B3.7M shares | -22% | 4+ | +2.7% | n/a |
| INTCIntel Corp | 0.4% | $2.7B19.5M shares | -29% | 4+ | -34.5% | 2/8 |
| AMATApplied Materials Inc | 0.4% | $2.7B3.7M shares | +16% | 4+ | -46.0% | 3/8 |
| GLDSpdr Gold Shares | 0.4% | $2.6B7.1M shares | +8% | 4+ | -0.2% | n/a |
| WMTWalmart Inc | 0.4% | $2.5B22.4M shares | +12% | 4+ | +6.2% | 2/8 |
| COSTCostco Wholesale Corp | 0.4% | $2.5B2.7M shares | +8% | 4+ | +7.4% | 3/8 |
| TSLATesla Inc | 0.4% | $2.4B5.7M shares | +5% | 4+ | -6.3% | 1/8 |
| IWFIshares Russell 1000 Growth | 0.4% | $2.3B18.7M shares | +289% | 4+ | -2.6% | n/a |
| PANWPalo Alto Networks Inc | 0.4% | $2.3B6.8M shares | -18% | 4+ | +14.5% | 1/8 |
| XLKSs Technology Select Sector | 0.4% | $2.3B11.9M shares | -3% | 4+ | n/a | n/a |
What did UBS Group buy and sell in Q2 2026?
Compared with Q1 2026. A position counts as added or trimmed when its share count moved by 5% or more.
Bought (new)
No new positions.
Added to
Trimmed
Sold out
How has UBS Group's portfolio changed over time?
The reported stock book each quarter. It includes market moves as well as buying and selling.
| Quarter | Stock book | Positions | Change |
|---|---|---|---|
| Q3 2025 | $511.5B | 8798 | n/a |
| Q4 2025 | $504.6B | 8983 | -1.4% |
| Q1 2026 | $563.3B | 9003 | +11.6% |
| Q2 2026 | $628.8B | 8929 | +11.6% |
Does UBS Group hold options?
Puts and calls are reported at the notional value of the shares they control, so they sit apart from the stock book above.
| Underlying | Type | Notional | Shares controlled |
|---|---|---|---|
| LLYEli Lilly & Co | Call | $8.8B | 7.3M |
| SPYState Str Spdr S&P 500 ETF T | Put | $8.4B | 11.3M |
| QQQInvesco Qqq Tr | Call | $7.1B | 9.7M |
| QQQInvesco Qqq Tr | Put | $5.6B | 7.6M |
| MUMicron Technology Inc | Call | $4.9B | 4.2M |
| SPYState Str Spdr S&P 500 ETF T | Call | $4.8B | 6.5M |
| AMZNAmazon Com Inc | Call | $3.4B | 14.1M |
| NVDANvidia Corporation | Call | $2.9B | 14.6M |
Frequently asked questions about UBS Group
What does UBS Group own?
UBS Group's Q2 2026 13F lists 8929 positions worth $628.8B. The largest are Nvidia (2.6%), Apple (2.4%), Microsoft (2.1%), Broadcom (1.5%) and Ss Spdr S&P 500 ETF Trust-Us (1.5%), together 10% of the book. The full table is above; each stock this site tracks links to its own analysis.
What did UBS Group buy and sell in Q2 2026?
Compared with Q1 2026, UBS Group added to 12, trimmed 9 and sold out of 12 (HON, HO1 and CWAN and more). A position counts as added or trimmed when its share count moved by 5% or more.
How concentrated is UBS Group's portfolio?
The top position is 3% of the book, the top five 10% and the top ten 16%, across 8929 positions. Estimated turnover last quarter was 20% of the book.
When does UBS Group file its next 13F?
Managers file within 45 days after each quarter ends. For the quarter ending Sep 30, 2026, the deadline is about Nov 16, 2026 (a weekend deadline moves to the next business day). This page updates when the filing is on EDGAR.
Can you see UBS Group's cost basis or profit?
No. A 13F lists positions at quarter-end, not what was paid or when, and it excludes shorts and non-US holdings. This page shows each stock's price change since the quarter closed (the whole book as filed is +2.2%, with 95% of it priced) and since the position first appeared, which is a rough read and not their profit.
Where does this data come from?
- Holdings: UBS Group's Form 13F-HR filings, listed on SEC EDGAR; the latest, filed Aug 13, 2026, is here. The Q2 2026 book was filed Aug 13, 2026.
- Prices and tickers: today's prices are from Finnhub, matched to each filing's securities with OpenFIGI; "since quarter-end" compares today's price with the price implied by the filing (value divided by shares).
- Limits: a 13F covers long US-listed positions only, up to 45 days after the quarter ends: no shorts, no cost basis, no trades inside the quarter. Read the Editorial Standards for how this site treats filings, and Form 13F in the glossary.
About this page
This page lists everything in UBS Group's latest Form 13F (UBS Group): every position, what changed last quarter and how the stocks have moved since. Every figure comes from SEC filings and is refreshed weekly; read the Editorial Standards for the rules, or open Superinvestors to compare all 25 investors. Educational content only, not investment advice.