UBS Group

Latest statistics and disclosures from UBS Group's latest quarterly 13F-HR filing:

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Positions held by UBS Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for UBS Group

UBS Group holds 9112 positions in its portfolio as reported in the March 2026 quarterly 13F filing

UBS Group has 9112 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 2.9 $20B +4% 113M 174.40
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Apple (AAPL) 2.4 $16B +5% 63M 253.79
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Microsoft Corporation (MSFT) 2.2 $15B +3% 40M 370.17
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.0 $13B +12% 20M 650.34
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.6 $11B +57% 18M 577.18
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Alphabet Cap Stk Cl A (GOOGL) 1.4 $9.1B +9% 32M 287.56
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Broadcom (AVGO) 1.3 $8.9B +6% 29M 309.51
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Amazon (AMZN) 1.3 $8.9B +4% 43M 208.27
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Meta Platforms Cl A (META) 1.0 $7.0B +9% 12M 572.13
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Spdr Gold Tr Gold Shs (GLD) 1.0 $6.7B +20% 16M 430.29
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JPMorgan Chase & Co. (JPM) 1.0 $6.4B 22M 294.16
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Ishares Tr Core Msci Eafe (IEFA) 0.9 $6.3B +222% 69M 90.53
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Alphabet Cap Stk Cl C (GOOG) 0.9 $6.0B -7% 21M 286.86
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.8 $5.3B +28% 16M 337.95
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Ubs Group SHS (UBS) 0.7 $4.6B -19% 118M 39.07
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Ishares Tr Russell 2000 Etf (IWM) 0.7 $4.5B -15% 18M 248.00
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Tesla Motors (TSLA) 0.7 $4.5B +10% 12M 371.75
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Eli Lilly & Co. (LLY) 0.6 $4.2B +11% 4.6M 919.77
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Visa Com Cl A (V) 0.6 $4.1B 13M 302.24
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Vanguard Index Fds Mid Cap Etf (VO) 0.6 $3.8B +140% 13M 287.18
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Exxon Mobil Corporation (XOM) 0.5 $3.6B +21% 22M 169.66
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Micron Technology (MU) 0.5 $3.4B -8% 10M 337.84
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Oracle Corporation (ORCL) 0.5 $3.4B +42% 23M 147.11
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Abbvie (ABBV) 0.5 $3.3B +25% 15M 217.49
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $3.2B 56M 56.79
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.5 $3.2B +671% 29M 109.69
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Ishares Tr Core S&p500 Etf (IVV) 0.5 $3.1B +44% 4.7M 653.21
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Netflix (NFLX) 0.4 $3.0B +4% 31M 96.15
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Advanced Micro Devices (AMD) 0.4 $3.0B +2% 15M 203.43
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.4 $2.9B +1080% 31M 93.74
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Ishares Tr Usd Inv Grde Etf (USIG) 0.4 $2.9B +1285% 56M 51.23
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $2.8B +16% 4.7M 597.55
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.4 $2.8B +56% 35M 79.56
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Johnson & Johnson (JNJ) 0.4 $2.7B 11M 244.44
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Wal-Mart Stores (WMT) 0.4 $2.7B -13% 22M 124.28
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Vanguard Index Fds Growth Etf (VUG) 0.4 $2.7B +8% 6.1M 436.79
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Vanguard Index Fds Value Etf (VTV) 0.4 $2.6B +6% 14M 196.20
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Ishares Core Msci Emkt (IEMG) 0.4 $2.6B +162% 38M 69.75
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Cisco Systems (CSCO) 0.4 $2.6B +2% 34M 77.59
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Costco Wholesale Corporation (COST) 0.4 $2.6B -8% 2.6M 996.43
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $2.5B 5.3M 479.20
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Home Depot (HD) 0.4 $2.5B +4% 7.6M 328.89
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Chevron Corporation (CVX) 0.4 $2.4B -10% 12M 206.90
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Coca-Cola Company (KO) 0.4 $2.3B +13% 31M 76.05
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Nextera Energy (NEE) 0.3 $2.3B +27% 25M 92.88
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Morgan Stanley Com New (MS) 0.3 $2.2B +2% 13M 164.57
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $2.2B +9% 11M 191.92
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SLB Com Stk (SLB) 0.3 $2.2B +63% 42M 51.39
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Ishares Tr Mbs Etf (MBB) 0.3 $2.1B +1028% 22M 94.95
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $2.1B 4.8M 426.40
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Texas Instruments Incorporated (TXN) 0.3 $2.0B +46% 10M 194.14
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Intel Corporation (INTC) 0.3 $2.0B +5% 45M 44.13
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Mastercard Incorporated Cl A (MA) 0.3 $2.0B -12% 4.0M 499.66
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Bank of America Corporation (BAC) 0.3 $2.0B -24% 41M 48.75
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Raytheon Technologies Corp (RTX) 0.3 $2.0B +7% 10M 192.90
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $2.0B +11% 31M 64.08
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Marvell Technology (MRVL) 0.3 $1.9B -3% 20M 99.05
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Palantir Technologies Cl A (PLTR) 0.3 $1.9B 13M 146.28
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Goldman Sachs (GS) 0.3 $1.9B -15% 2.3M 845.99
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Procter & Gamble Company (PG) 0.3 $1.9B +17% 13M 144.44
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McDonald's Corporation (MCD) 0.3 $1.9B +11% 6.1M 310.79
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Ishares Tr Msci Eafe Etf (EFA) 0.3 $1.9B +19% 19M 97.13
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $1.9B -2% 22M 86.69
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Mp Materials Corp Com Cl A (MP) 0.3 $1.8B +6% 38M 48.26
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Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $1.8B -9% 14M 125.46
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Linde SHS (LIN) 0.3 $1.8B +27% 3.6M 495.76
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Merck & Co (MRK) 0.3 $1.8B -27% 15M 120.29
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Palo Alto Networks (PANW) 0.3 $1.8B +8% 11M 160.32
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Eaton Corp SHS (ETN) 0.3 $1.7B +24% 4.9M 357.67
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Select Sector Spdr Tr State Street Fin (XLF) 0.3 $1.7B +26% 35M 49.37
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Select Sector Spdr Tr State Street Tec (XLK) 0.3 $1.7B +25% 13M 132.90
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $1.6B +4% 24M 67.53
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Abbott Laboratories (ABT) 0.2 $1.6B +39% 16M 102.67
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TJX Companies (TJX) 0.2 $1.6B +31% 10M 159.70
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Ge Vernova (GEV) 0.2 $1.6B +14% 1.8M 872.90
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $1.6B -22% 15M 108.99
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $1.5B 7.2M 213.67
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Uber Technologies (UBER) 0.2 $1.5B 21M 71.93
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Boeing Company (BA) 0.2 $1.5B +21% 7.6M 199.03
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Select Sector Spdr Tr State Street Ene (XLE) 0.2 $1.5B +10% 25M 61.26
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Lumentum Hldgs (LITE) 0.2 $1.5B -5% 2.1M 702.76
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Union Pacific Corporation (UNP) 0.2 $1.5B +12% 6.2M 242.62
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Lam Research Corp Com New (LRCX) 0.2 $1.5B -17% 6.9M 213.66
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American Express Company (AXP) 0.2 $1.5B +41% 4.9M 302.48
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Qualcomm (QCOM) 0.2 $1.5B +10% 11M 128.78
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Vertiv Holdings Com Cl A (VRT) 0.2 $1.4B +56% 5.7M 250.58
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.4B +8% 4.4M 320.81
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salesforce (CRM) 0.2 $1.4B +18% 7.5M 186.67
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Ishares Tr China Lg-cap Etf (FXI) 0.2 $1.4B 38M 35.90
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $1.4B 6.3M 215.06
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Electronic Arts (EA) 0.2 $1.4B +26% 6.6M 203.87
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Ishares Silver Tr Ishares (SLV) 0.2 $1.4B +31% 20M 68.14
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Ishares Gold Tr Ishares New (IAU) 0.2 $1.3B +70% 15M 88.16
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Applied Materials (AMAT) 0.2 $1.3B -15% 3.9M 341.79
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $1.3B +734% 13M 100.17
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Blackrock (BLK) 0.2 $1.3B +26% 1.3M 961.71
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Thermo Fisher Scientific (TMO) 0.2 $1.3B 2.6M 491.53
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Western Digital (WDC) 0.2 $1.3B -7% 4.7M 270.49
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $1.3B +6% 10M 124.31
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Rocket Lab Corp (RKLB) 0.2 $1.2B -4% 19M 64.22
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Astrazeneca Ord (AZN) 0.2 $1.2B NEW 6.3M 197.22
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Ge Aerospace Com New (GE) 0.2 $1.2B -6% 4.4M 283.77
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Asml Hldg Nv N Y Registry Shs (ASML) 0.2 $1.2B +37% 936k 1320.83
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $1.2B +3330% 49M 25.10
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Ishares Msci Brazil Etf (EWZ) 0.2 $1.2B +12% 32M 38.39
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Vanguard Index Fds Large Cap Etf (VV) 0.2 $1.2B +83% 4.0M 298.85
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Caterpillar (CAT) 0.2 $1.2B +11% 1.7M 708.46
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Starbucks Corporation (SBUX) 0.2 $1.2B +43% 13M 89.59
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Analog Devices (ADI) 0.2 $1.2B +4% 3.8M 318.14
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Deutsche Bk Namen Akt (DB) 0.2 $1.2B +9% 40M 29.78
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Ishares Tr Core Us Aggbd Et (AGG) 0.2 $1.2B +27% 12M 99.27
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Verizon Communications (VZ) 0.2 $1.2B -2% 24M 50.20
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Pepsi (PEP) 0.2 $1.2B 7.5M 155.29
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.2B +12% 4.4M 261.92
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Oneok (OKE) 0.2 $1.2B +44% 13M 90.39
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Amgen (AMGN) 0.2 $1.2B -21% 3.3M 351.85
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Citigroup Com New (C) 0.2 $1.2B -17% 10M 113.41
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $1.1B +6% 21M 54.05
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Select Sector Spdr Tr State Street Uti (XLU) 0.2 $1.1B +50% 25M 45.89
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Totalenergies Se Act (TTE) 0.2 $1.1B -5% 12M 90.98
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International Business Machines (IBM) 0.2 $1.1B +3% 4.5M 242.39
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Jabil Circuit (JBL) 0.2 $1.1B +3% 4.1M 265.63
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Vanguard World Inf Tech Etf (VGT) 0.2 $1.1B 1.5M 697.72
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Honeywell International (HON) 0.2 $1.1B -36% 4.7M 226.03
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Accenture Plc Ireland Shs Class A (ACN) 0.2 $1.0B +60% 5.3M 198.29
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Trane Technologies SHS (TT) 0.2 $1.0B +25% 2.5M 416.74
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Prologis (PLD) 0.2 $1.0B +51% 7.8M 132.18
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UnitedHealth (UNH) 0.2 $1.0B +19% 3.8M 270.59
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Wells Fargo & Company (WFC) 0.2 $1.0B -6% 13M 79.61
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Quanta Services (PWR) 0.2 $1.0B -22% 1.9M 549.02
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Select Sector Spdr Tr State Street Ind (XLI) 0.2 $1.0B +21% 6.3M 161.73
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Blackstone Group Inc Com Cl A (BX) 0.2 $1.0B +32% 8.7M 114.99
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Kraneshares Trust Csi Chi Internet (KWEB) 0.1 $998M +12% 35M 28.43
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Boston Scientific Corporation (BSX) 0.1 $992M 16M 62.75
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Lockheed Martin Corporation (LMT) 0.1 $985M -12% 1.6M 604.39
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Apollo Global Mgmt (APO) 0.1 $978M +40% 8.8M 111.42
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Chubb (CB) 0.1 $977M +12% 3.0M 325.93
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $975M +627% 10M 93.93
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $970M 8.6M 113.11
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Select Sector Spdr Tr State Street Hea (XLV) 0.1 $957M -11% 6.5M 146.61
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Parker-Hannifin Corporation (PH) 0.1 $952M +8% 1.1M 895.24
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Freeport Mcmoran CL B (FCX) 0.1 $944M -19% 16M 58.78
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Sofi Technologies (SOFI) 0.1 $941M +86% 59M 15.88
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Intuit (INTU) 0.1 $940M +69% 2.2M 432.38
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Deere & Company (DE) 0.1 $936M -8% 1.7M 563.30
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Ishares Tr Broad Usd High (USHY) 0.1 $930M +1042% 25M 36.84
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Pdd Holdings Sponsored Ads (PDD) 0.1 $924M -7% 9.0M 102.18
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $914M -28% 2.3M 390.41
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At&t (T) 0.1 $878M +29% 30M 28.99
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ConocoPhillips (COP) 0.1 $870M +21% 6.6M 132.00
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $867M -5% 9.4M 91.77
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Emerson Electric (EMR) 0.1 $864M +4% 6.6M 131.02
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Strategy Cl A New (MSTR) 0.1 $858M +4% 6.9M 124.80
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Kla Corp Com New (KLAC) 0.1 $845M 574k 1472.41
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Synopsys (SNPS) 0.1 $842M +132% 2.1M 396.48
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Intuitive Surgical Com New (ISRG) 0.1 $837M -13% 1.8M 460.99
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $828M -43% 8.7M 95.44
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S&p Global (SPGI) 0.1 $821M +21% 1.9M 425.34
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Marsh & McLennan Companies (MRSH) 0.1 $820M +24% 4.7M 173.45
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Ishares Tr National Mun Etf (MUB) 0.1 $809M +211% 7.6M 106.15
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Amphenol Corp Cl A (APH) 0.1 $805M +15% 6.4M 126.35
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Logitech Intl S A SHS (LOGI) 0.1 $798M +99% 8.8M 91.12
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Select Sector Spdr Tr State Street Com (XLC) 0.1 $798M +85% 7.2M 110.86
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Teck Resources CL B (TECK) 0.1 $798M +66% 15M 51.75
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Vistra Energy (VST) 0.1 $794M +68% 5.3M 150.33
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Rockwell Automation (ROK) 0.1 $782M +30% 2.2M 358.88
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Walt Disney Company (DIS) 0.1 $775M +11% 8.0M 96.38
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $769M +3% 3.6M 211.15
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Nike CL B (NKE) 0.1 $768M -3% 15M 52.82
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Arista Networks Com Shs (ANET) 0.1 $762M +19% 6.2M 122.78
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Spdr Series Trust State Street Spd (BIL) 0.1 $761M 8.3M 91.64
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Applovin Corp Com Cl A (APP) 0.1 $756M 1.9M 398.00
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Ishares Msci Sth Kor Etf (EWY) 0.1 $745M +674% 6.1M 123.01
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United Parcel Svcs CL B (UPS) 0.1 $727M -9% 7.4M 98.38
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Diamondback Energy (FANG) 0.1 $726M -3% 3.7M 197.79
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Booking Holdings (BKNG) 0.1 $724M +37% 172k 4210.32
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $724M 3.8M 191.81
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Metropcs Communications (TMUS) 0.1 $723M -3% 3.4M 210.03
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Lowe's Companies (LOW) 0.1 $723M -5% 3.1M 236.28
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Philip Morris International (PM) 0.1 $712M +5% 4.3M 165.34
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Corning Incorporated (GLW) 0.1 $707M +3% 5.2M 135.97
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $705M +20% 7.2M 97.23
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Intercontinental Exchange (ICE) 0.1 $703M +12% 4.5M 157.28
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Constellation Energy (CEG) 0.1 $697M +11% 2.5M 279.25
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Charles Schwab Corporation (SCHW) 0.1 $695M -23% 7.4M 93.98
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Williams Companies (WMB) 0.1 $695M 9.5M 72.78
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Mondelez Intl Cl A (MDLZ) 0.1 $692M -14% 12M 57.64
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Ishares Tr Expanded Tech (IGV) 0.1 $691M +552% 8.6M 80.05
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Johnson Controls Internation SHS (JCI) 0.1 $686M +60% 5.2M 130.95
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Comcast Corp Cl A (CMCSA) 0.1 $683M +58% 24M 28.71
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Alcon Ord Shs (ALC) 0.1 $680M -52% 9.0M 75.35
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Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $673M +20% 5.7M 118.62
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $667M -32% 1.7M 383.40
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Snowflake Com Shs (SNOW) 0.1 $666M -38% 4.4M 150.82
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TransDigm Group Incorporated (TDG) 0.1 $662M +8% 572k 1158.96
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Kinder Morgan (KMI) 0.1 $658M 20M 33.53
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Coinbase Global Com Cl A (COIN) 0.1 $657M +101% 3.8M 174.61
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EOG Resources (EOG) 0.1 $656M -27% 4.5M 144.57
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Dell Technologies CL C (DELL) 0.1 $653M -11% 4.0M 164.13
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Cme (CME) 0.1 $651M +5% 2.2M 295.35
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $646M +202% 4.7M 138.32
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Avis Budget (CAR) 0.1 $637M +47% 4.4M 145.85
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Spdr Series Trust State Street Spd (KRE) 0.1 $637M +123% 9.8M 65.15
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Automatic Data Processing (ADP) 0.1 $636M +24% 3.1M 203.18
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Ast Spacemobile Com Cl A (ASTS) 0.1 $634M +15% 7.6M 82.87
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Newmont Mining Corporation (NEM) 0.1 $633M -27% 5.8M 108.25
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Select Sector Spdr Tr State Street Con (XLP) 0.1 $629M +42% 7.7M 81.98
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Amrize SHS (AMRZ) 0.1 $628M -18% 11M 56.02
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $628M +24% 8.4M 75.10
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Roivant Sciences SHS (ROIV) 0.1 $627M +22% 23M 27.70
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Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.1 $625M +14% 5.2M 120.04
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Servicenow (NOW) 0.1 $623M +33% 6.0M 104.55
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Travelers Companies (TRV) 0.1 $620M +19% 2.1M 291.68
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3M Company (MMM) 0.1 $616M +53% 4.2M 145.23
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Air Products & Chemicals (APD) 0.1 $614M -22% 2.1M 290.49
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American Tower Reit (AMT) 0.1 $610M -6% 3.5M 172.58
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $607M +214% 10M 59.55
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Select Sector Spdr Tr State Street Con (XLY) 0.1 $602M +12% 5.5M 108.98
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Phillips 66 (PSX) 0.1 $602M 3.3M 182.18
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O'reilly Automotive (ORLY) 0.1 $602M +5% 6.5M 92.31
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Smucker J M Com New (SJM) 0.1 $598M +58% 6.2M 96.44
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Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $598M -2% 31M 19.30
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Norfolk Southern (NSC) 0.1 $594M +57% 2.1M 287.00
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Nasdaq Omx (NDAQ) 0.1 $593M +81% 7.0M 84.89
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Monolithic Power Systems (MPWR) 0.1 $593M +23% 542k 1093.35
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Medtronic SHS (MDT) 0.1 $589M +46% 6.8M 86.65
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Adobe Systems Incorporated (ADBE) 0.1 $588M +21% 2.4M 243.08
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Progressive Corporation (PGR) 0.1 $579M +36% 2.9M 198.24
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Gilead Sciences (GILD) 0.1 $578M -22% 4.1M 139.37
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Capital One Financial (COF) 0.1 $573M +11% 3.1M 182.43
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MercadoLibre (MELI) 0.1 $564M +25% 326k 1729.02
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General Dynamics Corporation (GD) 0.1 $558M +37% 1.6M 343.22
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Pfizer (PFE) 0.1 $555M +3% 20M 28.08
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Yum! Brands (YUM) 0.1 $554M +70% 3.6M 155.48
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Stryker Corporation (SYK) 0.1 $554M +8% 1.7M 328.59
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Republic Services (RSG) 0.1 $553M +13% 2.5M 219.02
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $551M +29% 3.7M 148.10
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Warner Bros Discovery Com Ser A (WBD) 0.1 $550M -42% 20M 27.46
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $547M +14% 11M 50.61
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Protagonist Therapeutics (PTGX) 0.1 $546M +86% 5.2M 105.40
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Waste Management (WM) 0.1 $542M +7% 2.4M 229.79
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Target Corporation (TGT) 0.1 $536M +10% 4.4M 121.20
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McKesson Corporation (MCK) 0.1 $530M -3% 613k 865.36
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Ameriprise Financial (AMP) 0.1 $518M +14% 1.2M 444.40
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $517M +98% 5.1M 100.66
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Altria (MO) 0.1 $516M -13% 7.8M 65.99
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Valero Energy Corporation (VLO) 0.1 $513M +8% 2.1M 247.08
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Spdr Series Trust State Street Spd (XBI) 0.1 $511M -13% 4.0M 127.73
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CSX Corporation (CSX) 0.1 $509M -15% 12M 41.05
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Abivax Sa Sponsored Ads (ABVX) 0.1 $506M +2% 4.5M 111.35
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Past Filings by UBS Group

SEC 13F filings are viewable for UBS Group going back to 2015

View all past filings