UBS Group
Latest statistics and disclosures from UBS Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, NVDA, AAPL, MSFT, QQQ, and represent 12.43% of UBS Group's stock portfolio.
- Added to shares of these 10 stocks: LLY (+$8.3B), SPY (+$7.2B), QQQ (+$3.6B), VO (+$3.4B), SPCX (+$2.9B), AMZN (+$2.8B), VUG (+$2.6B), MU (+$2.5B), MSFT (+$2.0B), JPM (+$1.9B).
- Started 1168 new stock positions in Tidal Tr Iv, Zacks Trust, BARK, Themes Etf Tr, MNZL, AUGT, GTOQ, IBGL, MMSC, ACVT.
- Reduced shares in these 10 stocks: MRVL (-$2.2B), WDC (-$1.9B), EEM (-$1.8B), XOM (-$1.8B), INTC (-$1.5B), HYG (-$1.4B), GLD (-$1.1B), LQD (-$1.1B), Honeywell International (-$1.1B), TSM (-$1.0B).
- Sold out of its positions in LOWV, HIDV, LRGC, NYM, BUFM, BUFC, SDFI, MNBD, Aberdeen Global Income Fund, AMUN.
- UBS Group was a net buyer of stock by $32B.
- UBS Group has $786B in assets under management (AUM), dropping by 17.96%.
- Central Index Key (CIK): 0001610520
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Portfolio Holdings for UBS Group
UBS Group holds 9044 positions in its portfolio as reported in the June 2026 quarterly 13F filing
UBS Group has 9044 total positions. Only the first 250 positions are shown.
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- Download the UBS Group June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.9 | $22B | +47% | 30M | 746.77 |
|
| NVIDIA Corporation (NVDA) | 2.8 | $22B | 111M | 200.09 |
|
|
| Apple (AAPL) | 2.4 | $19B | +5% | 66M | 289.36 |
|
| Microsoft Corporation (MSFT) | 2.2 | $17B | +13% | 45M | 373.02 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.2 | $17B | +26% | 23M | 736.40 |
|
| Micron Technology (MU) | 1.8 | $14B | +21% | 12M | 1154.29 |
|
| Eli Lilly & Co. (LLY) | 1.8 | $14B | +151% | 12M | 1199.43 |
|
| Amazon (AMZN) | 1.7 | $13B | +27% | 55M | 238.34 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $13B | +11% | 35M | 357.37 |
|
| Broadcom (AVGO) | 1.5 | $12B | +11% | 32M | 377.75 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $8.9B | +26% | 27M | 327.33 |
|
| Advanced Micro Devices (AMD) | 1.0 | $8.0B | -5% | 14M | 580.91 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $7.7B | +3% | 22M | 353.33 |
|
| Meta Platforms Cl A (META) | 0.9 | $6.9B | 12M | 563.29 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.9 | $6.7B | 70M | 96.58 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.8 | $6.4B | -13% | 14M | 477.57 |
|
| Ubs Group SHS (UBS) | 0.7 | $5.8B | 116M | 49.56 |
|
|
| Tesla Motors (TSLA) | 0.6 | $4.9B | -3% | 12M | 420.60 |
|
| Intel Corporation (INTC) | 0.6 | $4.8B | -23% | 35M | 139.63 |
|
| Visa Com Cl A (V) | 0.6 | $4.8B | +3% | 14M | 343.09 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $4.7B | -13% | 16M | 300.45 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $4.6B | -19% | 13M | 368.38 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $4.5B | +314% | 56M | 80.57 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.5 | $3.8B | +3% | 30M | 127.81 |
|
| Marvell Technology (MRVL) | 0.5 | $3.7B | -36% | 13M | 297.89 |
|
| Abbvie (ABBV) | 0.5 | $3.7B | -2% | 15M | 251.64 |
|
| Cisco Systems (CSCO) | 0.5 | $3.6B | -9% | 31M | 117.46 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.4 | $3.5B | +6% | 33M | 106.31 |
|
| Lam Research Corp Com New (LRCX) | 0.4 | $3.5B | +16% | 8.0M | 433.33 |
|
| Palo Alto Networks (PANW) | 0.4 | $3.4B | -8% | 10M | 341.02 |
|
| Oracle Corporation (ORCL) | 0.4 | $3.3B | 23M | 146.55 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $3.3B | +2% | 4.8M | 686.81 |
|
| Applied Materials (AMAT) | 0.4 | $3.2B | +12% | 4.4M | 723.00 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $3.1B | +494% | 36M | 86.14 |
|
| Ishares Core Msci Emkt (IEMG) | 0.4 | $3.1B | 37M | 82.84 |
|
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.4 | $3.0B | +4% | 59M | 51.29 |
|
| Johnson & Johnson (JNJ) | 0.4 | $3.0B | +5% | 12M | 253.97 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $3.0B | 14M | 217.93 |
|
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.4 | $2.9B | NEW | 17M | 170.86 |
|
| Texas Instruments Incorporated (TXN) | 0.4 | $2.8B | -9% | 9.5M | 298.07 |
|
| Morgan Stanley Com New (MS) | 0.4 | $2.8B | 14M | 209.04 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $2.7B | -21% | 3.7M | 748.89 |
|
| Goldman Sachs (GS) | 0.3 | $2.7B | +17% | 2.7M | 1011.37 |
|
| Wal-Mart Stores (WMT) | 0.3 | $2.7B | +9% | 24M | 113.26 |
|
| UnitedHealth (UNH) | 0.3 | $2.7B | +67% | 6.4M | 415.63 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $2.7B | +10% | 2.8M | 935.47 |
|
| Coca-Cola Company (KO) | 0.3 | $2.5B | 30M | 81.27 |
|
|
| Ge Vernova (GEV) | 0.3 | $2.4B | +13% | 2.1M | 1174.86 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $2.4B | +17% | 4.7M | 513.60 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.3 | $2.4B | 13M | 190.52 |
|
|
| Netflix (NFLX) | 0.3 | $2.4B | +6% | 33M | 71.40 |
|
| Home Depot (HD) | 0.3 | $2.4B | -11% | 6.7M | 352.68 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.3B | -11% | 4.7M | 500.39 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $2.3B | +288% | 19M | 124.17 |
|
| Rocket Lab Corp (RKLB) | 0.3 | $2.3B | +15% | 23M | 101.65 |
|
| Eaton Corp SHS (ETN) | 0.3 | $2.2B | +7% | 5.3M | 426.12 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $2.2B | 31M | 71.25 |
|
|
| Mp Materials Corp Com Cl A (MP) | 0.3 | $2.2B | +2% | 39M | 56.01 |
|
| Nextera Energy (NEE) | 0.3 | $2.2B | 25M | 87.77 |
|
|
| Jabil Circuit (JBL) | 0.3 | $2.1B | +32% | 5.4M | 385.48 |
|
| Uber Technologies (UBER) | 0.3 | $2.1B | +36% | 29M | 72.16 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $2.1B | +7% | 11M | 189.73 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.3 | $2.1B | +9% | 38M | 53.61 |
|
| Bank of America Corporation (BAC) | 0.3 | $2.0B | -12% | 35M | 56.98 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $2.0B | -47% | 29M | 68.41 |
|
| Caterpillar (CAT) | 0.3 | $2.0B | +10% | 1.9M | 1064.90 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $2.0B | +6% | 26M | 77.11 |
|
| Citigroup Com New (C) | 0.2 | $1.9B | +36% | 14M | 139.96 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $1.9B | +24% | 17M | 116.67 |
|
| Chevron Corporation (CVX) | 0.2 | $1.9B | 12M | 165.76 |
|
|
| Merck & Co (MRK) | 0.2 | $1.9B | 15M | 128.50 |
|
|
| SLB Com Stk (SLB) | 0.2 | $1.9B | -5% | 40M | 46.49 |
|
| Sandisk Corp (SNDK) | 0.2 | $1.8B | +6% | 812k | 2273.73 |
|
| Union Pacific Corporation (UNP) | 0.2 | $1.8B | +9% | 6.7M | 272.00 |
|
| Procter & Gamble Company (PG) | 0.2 | $1.8B | -5% | 13M | 146.64 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $1.8B | -26% | 8.4M | 212.77 |
|
| Kla Corp Com New (KLAC) | 0.2 | $1.8B | +929% | 5.9M | 301.71 |
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $1.7B | -15% | 19M | 94.52 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $1.7B | -2% | 2.3M | 763.14 |
|
| Nebius Group Shs Class A (NBIS) | 0.2 | $1.7B | +75% | 6.2M | 276.17 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $1.7B | -16% | 16M | 103.88 |
|
| McDonald's Corporation (MCD) | 0.2 | $1.7B | 6.1M | 270.31 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.6B | 4.5M | 370.04 |
|
|
| Linde SHS (LIN) | 0.2 | $1.6B | -10% | 3.2M | 518.94 |
|
| Analog Devices (ADI) | 0.2 | $1.6B | +9% | 4.1M | 397.17 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $1.6B | -14% | 799k | 1989.44 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.2 | $1.6B | 13M | 121.42 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $1.6B | +37% | 2.4M | 655.89 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $1.6B | -16% | 18M | 86.42 |
|
| Boeing Company (BA) | 0.2 | $1.5B | -5% | 7.1M | 216.47 |
|
| Synopsys (SNPS) | 0.2 | $1.5B | +62% | 3.4M | 446.07 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.5B | -11% | 6.3M | 242.43 |
|
| Dell Technologies CL C (DELL) | 0.2 | $1.5B | -11% | 3.5M | 431.46 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.5B | 10M | 148.31 |
|
|
| Starbucks Corporation (SBUX) | 0.2 | $1.5B | +8% | 15M | 102.19 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.5B | 6.2M | 236.62 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $1.5B | +8% | 15M | 95.98 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $1.5B | -48% | 18M | 79.97 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $1.4B | 49M | 28.96 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $1.4B | +669% | 12M | 119.52 |
|
| TJX Companies (TJX) | 0.2 | $1.4B | -7% | 9.3M | 151.50 |
|
| American Express Company (AXP) | 0.2 | $1.4B | -14% | 4.1M | 338.25 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $1.4B | 4.1M | 343.91 |
|
|
| Qualcomm (QCOM) | 0.2 | $1.4B | -34% | 7.4M | 184.79 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $1.3B | -31% | 3.9M | 334.82 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $1.3B | 2.6M | 501.36 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.3B | 22M | 59.69 |
|
|
| Snowflake Com Shs (SNOW) | 0.2 | $1.3B | +14% | 5.1M | 254.50 |
|
| Ishares Msci Sth Kor Etf (EWY) | 0.2 | $1.3B | +5% | 6.4M | 201.90 |
|
| Datadog Cl A Com (DDOG) | 0.2 | $1.3B | +76% | 4.9M | 260.36 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $1.3B | +7% | 13M | 98.98 |
|
| International Business Machines (IBM) | 0.2 | $1.3B | 4.5M | 281.21 |
|
|
| Deere & Company (DE) | 0.2 | $1.3B | +19% | 2.0M | 634.33 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.3B | -6% | 4.1M | 303.12 |
|
| Deutsche Bk Namen Akt (DB) | 0.2 | $1.2B | -9% | 36M | 33.76 |
|
| Amgen (AMGN) | 0.2 | $1.2B | 3.3M | 362.12 |
|
|
| Blackrock (BLK) | 0.2 | $1.2B | -5% | 1.3M | 961.56 |
|
| Lumentum Hldgs (LITE) | 0.2 | $1.2B | -34% | 1.4M | 858.06 |
|
| Wells Fargo & Company (WFC) | 0.2 | $1.2B | +10% | 14M | 82.64 |
|
| Trane Technologies SHS (TT) | 0.1 | $1.2B | -5% | 2.4M | 491.16 |
|
| salesforce (CRM) | 0.1 | $1.2B | 7.4M | 156.66 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $1.2B | -60% | 8.4M | 136.72 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $1.2B | +8% | 22M | 53.47 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $1.1B | +68% | 13M | 92.27 |
|
| Ishares Msci Brazil Etf (EWZ) | 0.1 | $1.1B | +5% | 33M | 34.50 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.1 | $1.1B | -12% | 22M | 53.11 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.1B | -4% | 8.2M | 137.53 |
|
| Ge Aerospace Com New (GE) | 0.1 | $1.1B | -30% | 3.0M | 373.73 |
|
| Corning Incorporated (GLW) | 0.1 | $1.1B | -15% | 4.4M | 255.43 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $1.1B | +3% | 6.4M | 169.88 |
|
| Rockwell Automation (ROK) | 0.1 | $1.1B | 2.2M | 495.08 |
|
|
| Western Digital (WDC) | 0.1 | $1.1B | -64% | 1.7M | 638.72 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $1.1B | +6% | 11M | 96.44 |
|
| Freeport Mcmoran CL B (FCX) | 0.1 | $1.1B | +4% | 17M | 62.89 |
|
| Quanta Services (PWR) | 0.1 | $1.0B | -22% | 1.5M | 720.04 |
|
| Vistra Energy (VST) | 0.1 | $1.0B | +24% | 6.6M | 158.63 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $1.0B | +103% | 3.3M | 317.53 |
|
| Verizon Communications (VZ) | 0.1 | $1.0B | +3% | 25M | 42.34 |
|
| Astrazeneca Ord (AZN) | 0.1 | $1.0B | -13% | 5.4M | 189.62 |
|
| Revolution Medicines (RVMD) | 0.1 | $1.0B | +24% | 5.5M | 187.28 |
|
| Constellation Energy (CEG) | 0.1 | $1.0B | +64% | 4.1M | 248.37 |
|
| Oneok (OKE) | 0.1 | $1.0B | -8% | 12M | 86.94 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $1.0B | -10% | 5.7M | 176.32 |
|
| Sofi Technologies (SOFI) | 0.1 | $999M | -5% | 56M | 17.93 |
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.1 | $998M | -3% | 6.3M | 158.66 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $992M | -3% | 8.4M | 117.67 |
|
| Chubb (CB) | 0.1 | $984M | -3% | 2.9M | 340.74 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $982M | -5% | 1.0M | 978.12 |
|
| Emerson Electric (EMR) | 0.1 | $981M | +3% | 6.9M | 143.15 |
|
| Totalenergies Se Act (TTE) | 0.1 | $978M | +4% | 13M | 77.76 |
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.1 | $974M | -17% | 5.3M | 185.23 |
|
| Apollo Global Mgmt (APO) | 0.1 | $968M | -6% | 8.2M | 118.31 |
|
| Abbott Laboratories (ABT) | 0.1 | $968M | -32% | 11M | 90.74 |
|
| Ishares Tr Broad Usd High (USHY) | 0.1 | $964M | +3% | 26M | 37.02 |
|
| Johnson Controls Internation SHS (JCI) | 0.1 | $952M | +24% | 6.5M | 146.11 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $938M | -18% | 12M | 75.51 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $925M | +29% | 959k | 965.00 |
|
| Pepsi (PEP) | 0.1 | $925M | -9% | 6.8M | 135.40 |
|
| Electronic Arts (EA) | 0.1 | $908M | -33% | 4.4M | 205.04 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $908M | -7% | 1.8M | 515.23 |
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.1 | $907M | -19% | 20M | 45.34 |
|
| TransDigm Group Incorporated (TDG) | 0.1 | $893M | +17% | 670k | 1332.04 |
|
| Teck Resources CL B (TECK) | 0.1 | $893M | -2% | 15M | 59.46 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $885M | +7% | 8.2M | 107.62 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $844M | +40% | 14M | 58.98 |
|
| Capital One Financial (COF) | 0.1 | $843M | +33% | 4.2M | 200.62 |
|
| Williams Companies (WMB) | 0.1 | $839M | +18% | 11M | 74.34 |
|
| Prologis (PLD) | 0.1 | $832M | -21% | 6.1M | 135.47 |
|
| Alcon Ord Shs (ALC) | 0.1 | $832M | +37% | 12M | 67.10 |
|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.1 | $831M | +9% | 9.1M | 91.64 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $827M | +8% | 1.3M | 640.76 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $819M | +14% | 11M | 75.45 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $814M | 3.6M | 227.06 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $811M | 7.4M | 110.32 |
|
|
| Teradyne (TER) | 0.1 | $804M | +49% | 1.7M | 483.84 |
|
| United Parcel Svcs CL B (UPS) | 0.1 | $798M | 7.4M | 107.50 |
|
|
| CVS Caremark Corporation (CVS) | 0.1 | $797M | +15% | 7.7M | 103.45 |
|
| Honeywell International (HON) | 0.1 | $796M | NEW | 3.6M | 223.90 |
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.1 | $795M | +3% | 7.4M | 107.13 |
|
| Nike CL B (NKE) | 0.1 | $790M | +32% | 19M | 41.05 |
|
| Air Products & Chemicals (APD) | 0.1 | $788M | +27% | 2.7M | 293.18 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $780M | -5% | 3.6M | 219.43 |
|
| Ast Spacemobile Com Cl A (ASTS) | 0.1 | $775M | +14% | 8.7M | 88.86 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $764M | +5% | 1.9M | 397.68 |
|
| Pdd Holdings Sponsored Ads (PDD) | 0.1 | $760M | +10% | 10M | 76.28 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $759M | +3% | 4.8M | 156.95 |
|
| S&p Global (SPGI) | 0.1 | $749M | -4% | 1.8M | 407.26 |
|
| Ferrovial Nv Ord Shs (FER) | 0.1 | $748M | +60% | 11M | 68.61 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $741M | +5% | 8.8M | 83.75 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.1 | $734M | -12% | 2.1M | 354.57 |
|
| Cipher Mining (CIFR) | 0.1 | $733M | +8% | 30M | 24.50 |
|
| Ishares Tr China Lg-cap Etf (FXI) | 0.1 | $718M | -40% | 23M | 31.59 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $716M | +44% | 3.5M | 205.02 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $712M | +5% | 17M | 42.68 |
|
| Philip Morris International (PM) | 0.1 | $711M | -8% | 3.9M | 180.91 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $703M | +38% | 2.0M | 344.32 |
|
| United Rentals (URI) | 0.1 | $695M | -8% | 614k | 1132.89 |
|
| Logitech Intl S A SHS (LOGI) | 0.1 | $683M | -17% | 7.3M | 94.04 |
|
| Walt Disney Company (DIS) | 0.1 | $676M | -12% | 7.0M | 96.25 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $672M | -19% | 1.3M | 509.46 |
|
| Yum! Brands (YUM) | 0.1 | $665M | +16% | 4.2M | 159.86 |
|
| Intercontinental Exchange (ICE) | 0.1 | $664M | +20% | 5.4M | 123.11 |
|
| MKS Instruments (MKSI) | 0.1 | $648M | +8% | 1.5M | 444.80 |
|
| Travelers Companies (TRV) | 0.1 | $643M | -8% | 1.9M | 330.12 |
|
| Ishares Msci World Etf (URTH) | 0.1 | $642M | +1642% | 3.2M | 202.64 |
|
| Altria (MO) | 0.1 | $642M | +14% | 8.9M | 71.95 |
|
| Danaher Corporation (DHR) | 0.1 | $638M | +27% | 3.3M | 190.48 |
|
| PNC Financial Services (PNC) | 0.1 | $636M | +42% | 2.6M | 246.22 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $633M | -22% | 6.7M | 94.57 |
|
| O'reilly Automotive (ORLY) | 0.1 | $626M | +4% | 6.8M | 92.09 |
|
| Super Micro Computer Com New (SMCI) | 0.1 | $624M | +59% | 21M | 29.33 |
|
| Monolithic Power Systems (MPWR) | 0.1 | $623M | -16% | 451k | 1382.36 |
|
| Nasdaq Omx (NDAQ) | 0.1 | $621M | +12% | 7.9M | 78.82 |
|
| Servicenow (NOW) | 0.1 | $621M | +5% | 6.3M | 99.28 |
|
| Roivant Sciences SHS (ROIV) | 0.1 | $618M | -22% | 18M | 35.39 |
|
| Spdr Series Trust St Lon Treas Etf (SPTL) | 0.1 | $618M | +83% | 24M | 26.23 |
|
| Metropcs Communications (TMUS) | 0.1 | $618M | +6% | 3.7M | 167.73 |
|
| Take-Two Interactive Software (TTWO) | 0.1 | $618M | +50% | 2.5M | 249.98 |
|
| Honeywell Aerospace (HONA) | 0.1 | $612M | NEW | 2.8M | 221.08 |
|
| Stryker Corporation (SYK) | 0.1 | $610M | +15% | 1.9M | 314.84 |
|
| EOG Resources (EOG) | 0.1 | $610M | +3% | 4.7M | 129.73 |
|
| Equinix (EQIX) | 0.1 | $605M | +31% | 581k | 1042.39 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $605M | -12% | 11M | 57.84 |
|
| Lowe's Companies (LOW) | 0.1 | $604M | -10% | 2.7M | 220.49 |
|
| Sharkninja Com Shs (SN) | 0.1 | $603M | +72% | 4.0M | 152.27 |
|
| Marsh & McLennan Companies (MRSH) | 0.1 | $601M | -23% | 3.6M | 166.67 |
|
| Coinbase Global Com Cl A (COIN) | 0.1 | $600M | +9% | 4.1M | 146.19 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.1 | $600M | +16% | 6.0M | 100.67 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.1 | $600M | -2% | 2.0M | 302.70 |
|
| Cummins (CMI) | 0.1 | $598M | +41% | 839k | 713.21 |
|
| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.1 | $593M | -6% | 7.1M | 83.07 |
|
| Coreweave Com Cl A (CRWV) | 0.1 | $593M | +26% | 6.0M | 99.54 |
|
| Automatic Data Processing (ADP) | 0.1 | $591M | -15% | 2.6M | 223.95 |
|
| Gilead Sciences (GILD) | 0.1 | $591M | +12% | 4.7M | 126.34 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $584M | 31M | 19.12 |
|
|
| Medtronic SHS (MDT) | 0.1 | $584M | +9% | 7.5M | 78.23 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $582M | +9% | 22M | 26.66 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $581M | 3.7M | 158.03 |
|
|
| ConocoPhillips (COP) | 0.1 | $578M | -15% | 5.6M | 103.96 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $577M | +5% | 6.2M | 93.40 |
|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.1 | $575M | +13% | 25M | 23.52 |
|
| Intuit (INTU) | 0.1 | $574M | 2.2M | 261.00 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $563M | +25% | 6.6M | 85.49 |
|
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.1 | $560M | -13% | 4.8M | 117.28 |
|
| Kinder Morgan (KMI) | 0.1 | $559M | -10% | 18M | 31.97 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $555M | +24% | 9.6M | 57.62 |
|
| Booking Holdings (BKNG) | 0.1 | $555M | +1710% | 3.1M | 178.24 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $553M | +55% | 1.2M | 459.13 |
|
| Spdr Series Trust St Str Sp Biot (XBI) | 0.1 | $552M | -12% | 3.5M | 158.25 |
|
| Diamondback Energy (FANG) | 0.1 | $547M | -15% | 3.1M | 175.78 |
|
Past Filings by UBS Group
SEC 13F filings are viewable for UBS Group going back to 2015
- UBS Group 2026 Q2 filed Aug. 13, 2026
- UBS Group 2026 Q1 filed May 5, 2026
- UBS Group 2025 Q4 filed Jan. 29, 2026
- UBS Group 2025 Q3 filed Nov. 13, 2025
- UBS Group 2025 Q2 filed Aug. 14, 2025
- UBS Group 2025 Q1 filed May 13, 2025
- UBS Group 2024 Q4 filed Feb. 14, 2025
- UBS Group 2024 Q3 filed Nov. 14, 2024
- UBS Group 2024 Q2 filed Aug. 14, 2024
- UBS Group 2024 Q1 filed May 13, 2024
- UBS Group 2023 Q4 filed Feb. 9, 2024
- UBS Group 2023 Q3 filed Nov. 9, 2023
- UBS Group 2023 Q2 filed Aug. 11, 2023
- UBS Group 2023 Q1 filed May 12, 2023
- UBS Group 2022 Q4 filed Feb. 8, 2023
- UBS Group 2022 Q3 filed Nov. 10, 2022