Filed: 5/5/2026ACC: 0001610520-26-000057
📋 What this filing means
UBS GROUP AG filed this quarterly 13F‑HR report disclosing 9112 equity positions with a total reported market value of $666.32B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9112
Positions
$666.32B
Total AUM (reported)
9.06B
Total Shares
Allocation by class
COM$331.18B49.7%
CL A$26.69B4.0%
COM NEW$16.79B2.5%
SHS$16.71B2.5%
COM CL A$14.06B2.1%
TR UNIT$13.21B2.0%
SPONSORED ADS$10.82B1.6%
Portfolio Concentration
Top 3$50.53B7.6%
4–10$64.24B9.6%
11–25$66.66B10.0%
Rest$484.88B72.8%
Top 3 weight
7.6%
Top 10 weight
17.2%
Voting Authority Distribution
Total shares with voting rights: 9.06B
Sole
Full voting authority
6.07B
shares
% of voting shares67.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.99B
shares
% of voting shares33.0%
Investment Discretion (by position count)
Sole0
Shared0
Other9112
Dominant voting typeSole · 67.0% of voting shares
Institutional Holdings9112
Rows:
NVIDIA CORPORATION
DFNDShares112.69M
TypeSH
Market value$19.65B
2.95%
Sole
61.18M
Shared
0.00
None
51.51M
APPLE INC
DFNDShares63.23M
TypeSH
Market value$16.05B
2.41%
Sole
29.31M
Shared
0.00
None
33.92M
MICROSOFT CORP
DFNDShares40.07M
TypeSH
Market value$14.83B
2.23%
Sole
16.70M
Shared
0.00
None
23.37M
STATE STR SPDR S&P 500 ETF T
DFNDShares20.31M
TypeSH
Market value$13.21B
1.98%
Sole
13.31M
Shared
0.00
None
7M
INVESCO QQQ TR
DFNDShares18.11M
TypeSH
Market value$10.45B
1.57%
Sole
13.94M
Shared
0.00
None
4.17M
ALPHABET INC
DFNDShares31.73M
TypeSH
Market value$9.12B
1.37%
Sole
13.75M
Shared
0.00
None
17.98M
BROADCOM INC
DFNDShares28.76M
TypeSH
Market value$8.90B
1.34%
Sole
9.76M
Shared
0.00
None
19M
AMAZON COM INC
DFNDShares42.64M
TypeSH
Market value$8.88B
1.33%
Sole
15.29M
Shared
0.00
None
27.35M
META PLATFORMS INC
DFNDShares12.21M
TypeSH
Market value$6.99B
1.05%
Sole
6.50M
Shared
0.00
None
5.71M
SPDR GOLD TR
DFNDShares15.52M
TypeSH
Market value$6.68B
1.00%
Sole
11.23M
Shared
0.00
None
4.30M
JPMORGAN CHASE & CO
DFNDShares21.61M
TypeSH
Market value$6.36B
0.95%
Sole
7.87M
Shared
0.00
None
13.74M
ISHARES TR
DFNDShares69.33M
TypeSH
Market value$6.28B
0.94%
Sole
1.23M
Shared
0.00
None
68.10M
ALPHABET INC
DFNDShares21.07M
TypeSH
Market value$6.04B
0.91%
Sole
7.80M
Shared
0.00
None
13.27M
TAIWAN SEMICONDUCTOR MANUFAC
DFNDShares15.64M
TypeSH
Market value$5.29B
0.79%
Sole
8.68M
Shared
0.00
None
6.96M
UBS GROUP AG
DFNDShares117.48M
TypeSH
Market value$4.59B
0.69%
Sole
114.29M
Shared
0.00
None
3.19M
ISHARES TR
DFNDShares18.29M
TypeSH
Market value$4.54B
0.68%
Sole
15.26M
Shared
0.00
None
3.04M
TESLA INC
DFNDShares12.15M
TypeSH
Market value$4.52B
0.68%
Sole
10.48M
Shared
0.00
None
1.68M
ELI LILLY & CO
DFNDShares4.60M
TypeSH
Market value$4.23B
0.63%
Sole
1.57M
Shared
0.00
None
3.03M
VISA INC
DFNDShares13.43M
TypeSH
Market value$4.06B
0.61%
Sole
5.12M
Shared
0.00
None
8.31M
VANGUARD INDEX FDS
DFNDShares13.40M
TypeSH
Market value$3.85B
0.58%
Sole
428.00
Shared
0.00
None
13.40M
EXXON MOBIL CORP
DFNDShares21.50M
TypeSH
Market value$3.65B
0.55%
Sole
11.45M
Shared
0.00
None
10.05M
MICRON TECHNOLOGY INC
DFNDShares10.10M
TypeSH
Market value$3.41B
0.51%
Sole
7.09M
Shared
0.00
None
3.01M
ORACLE CORP
DFNDShares23.08M
TypeSH
Market value$3.40B
0.51%
Sole
14.28M
Shared
0.00
None
8.80M
ABBVIE INC
DFNDShares15.13M
TypeSH
Market value$3.29B
0.49%
Sole
5.06M
Shared
0.00
None
10.08M
ISHARES TR
DFNDShares55.92M
TypeSH
Market value$3.18B
0.48%
Sole
49.78M
Shared
0.00
None
6.14M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 112.69M | SH | $19.65B 2.95% | 61.18M | 0.00 | 51.51M |
APPLE INCDFND | COM | 63.23M | SH | $16.05B 2.41% | 29.31M | 0.00 | 33.92M |
MICROSOFT CORPDFND | COM | 40.07M | SH | $14.83B 2.23% | 16.70M | 0.00 | 23.37M |
STATE STR SPDR S&P 500 ETF TDFND | TR UNIT | 20.31M | SH | $13.21B 1.98% | 13.31M | 0.00 | 7M |
INVESCO QQQ TRDFND | UNIT SER 1 | 18.11M | SH | $10.45B 1.57% | 13.94M | 0.00 | 4.17M |
ALPHABET INCDFND | CAP STK CL A | 31.73M | SH | $9.12B 1.37% | 13.75M | 0.00 | 17.98M |
BROADCOM INCDFND | COM | 28.76M | SH | $8.90B 1.34% | 9.76M | 0.00 | 19M |
AMAZON COM INCDFND | COM | 42.64M | SH | $8.88B 1.33% | 15.29M | 0.00 | 27.35M |
META PLATFORMS INCDFND | CL A | 12.21M | SH | $6.99B 1.05% | 6.50M | 0.00 | 5.71M |
SPDR GOLD TRDFND | GOLD SHS | 15.52M | SH | $6.68B 1.00% | 11.23M | 0.00 | 4.30M |
JPMORGAN CHASE & CODFND | COM | 21.61M | SH | $6.36B 0.95% | 7.87M | 0.00 | 13.74M |
ISHARES TRDFND | CORE MSCI EAFE | 69.33M | SH | $6.28B 0.94% | 1.23M | 0.00 | 68.10M |
ALPHABET INCDFND | CAP STK CL C | 21.07M | SH | $6.04B 0.91% | 7.80M | 0.00 | 13.27M |
TAIWAN SEMICONDUCTOR MANUFACDFND | SPONSORED ADS | 15.64M | SH | $5.29B 0.79% | 8.68M | 0.00 | 6.96M |
UBS GROUP AGDFND | SHS | 117.48M | SH | $4.59B 0.69% | 114.29M | 0.00 | 3.19M |
ISHARES TRDFND | RUSSELL 2000 ETF | 18.29M | SH | $4.54B 0.68% | 15.26M | 0.00 | 3.04M |
TESLA INCDFND | COM | 12.15M | SH | $4.52B 0.68% | 10.48M | 0.00 | 1.68M |
ELI LILLY & CODFND | COM | 4.60M | SH | $4.23B 0.63% | 1.57M | 0.00 | 3.03M |
VISA INCDFND | COM CL A | 13.43M | SH | $4.06B 0.61% | 5.12M | 0.00 | 8.31M |
VANGUARD INDEX FDSDFND | MID CAP ETF | 13.40M | SH | $3.85B 0.58% | 428.00 | 0.00 | 13.40M |
EXXON MOBIL CORPDFND | COM | 21.50M | SH | $3.65B 0.55% | 11.45M | 0.00 | 10.05M |
MICRON TECHNOLOGY INCDFND | COM | 10.10M | SH | $3.41B 0.51% | 7.09M | 0.00 | 3.01M |
ORACLE CORPDFND | COM | 23.08M | SH | $3.40B 0.51% | 14.28M | 0.00 | 8.80M |
ABBVIE INCDFND | COM | 15.13M | SH | $3.29B 0.49% | 5.06M | 0.00 | 10.08M |
ISHARES TRDFND | MSCI EMG MKT ETF | 55.92M | SH | $3.18B 0.48% | 49.78M | 0.00 | 6.14M |
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