UBS Group AG
Reported US equity positions for Q1 2026 — $563.6B across 21,389 positions.
| Holding | Reported value | Share of portfolio | Shares |
|---|---|---|---|
| NVDA NVIDIA Corporation | $14.5B | 2.6% | 83,172,224 |
| AAPL Apple Inc. | $12.7B | 2.3% | 50,015,661 |
| MSFT Microsoft Corporation | $12.2B | 2.2% | 33,034,656 |
| SPY State Street SPDR S&P 500 ETF Trust | $8.0B | 1.4% | 12,302,084 |
| AVGO Broadcom Inc. | $7.6B | 1.4% | 24,644,919 |
| AMZN Amazon.com, Inc. | $7.2B | 1.3% | 34,407,951 |
| GOOGL Alphabet Inc. | $6.9B | 1.2% | 24,155,485 |
| IEFA iShares Core MSCI EAFE ETF | $6.3B | 1.1% | 69,333,011 |
| JPM JP Morgan Chase & Co. | $5.6B | 1.0% | 19,111,750 |
| GOOG Alphabet Inc. - Class C Capital Stock | $5.3B | 0.9% | 18,526,273 |
| META Meta Platforms, Inc. | $5.3B | 0.9% | 9,241,734 |
| H42097107 Ubs Group Ag | $4.2B | 0.7% | 106,890,182 |
| VO Vanguard Morningstar Mid-Cap ETF | $3.8B | 0.7% | 13,399,066 |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $3.7B | 0.7% | 11,007,197 |
| LLY Eli Lilly and Company | $3.7B | 0.7% | 4,043,568 |
| V Visa Inc. | $3.6B | 0.6% | 12,048,170 |
| QQQ Invesco QQQ Trust, Series 1 | $3.5B | 0.6% | 6,119,863 |
| VONG Vanguard Russell 1000 Growth ETF | $3.2B | 0.6% | 28,823,535 |
| IVV iShares Core S&P 500 ETF | $3.1B | 0.5% | 4,681,918 |
| ABBV AbbVie Inc. | $3.1B | 0.5% | 14,051,196 |
| VONV Vanguard Russell 1000 Value ETF | $2.9B | 0.5% | 31,311,151 |
| USIG iShares Broad USD Investment Grade Corporate Bond ETF | $2.9B | 0.5% | 56,079,950 |
| GLD SPDR Gold Shares | $2.8B | 0.5% | 6,583,658 |
| VOO Vanguard S&P 500 ETF | $2.8B | 0.5% | 4,680,514 |
| XOM ExxonMobil Holdings Corporation | $2.7B | 0.5% | 16,122,823 |
| VUG Vanguard Morningstar Growth ETF | $2.7B | 0.5% | 6,068,786 |
| VTV Vanguard Morningstar Value ETF | $2.6B | 0.5% | 13,503,195 |
| IEMG iShares Core MSCI Emerging Markets ETF | $2.6B | 0.5% | 37,646,267 |
| JNJ Johnson & Johnson | $2.5B | 0.4% | 10,209,327 |
| WMT Walmart Inc. | $2.5B | 0.4% | 20,057,124 |
| CSCO Cisco Systems, Inc. | $2.5B | 0.4% | 32,016,307 |
| COST Costco Wholesale Corporation | $2.5B | 0.4% | 2,480,387 |
| HD The Home Depot, Inc. | $2.4B | 0.4% | 7,225,256 |
| NFLX Netflix, Inc. | $2.2B | 0.4% | 23,079,807 |
| KO The Coca-Cola Company | $2.2B | 0.4% | 29,000,707 |
| BRK.B Berkshire Hathaway Inc. | $2.2B | 0.4% | 4,563,946 |
| RSP Invesco S&P 500 Equal Weight ETF | $2.2B | 0.4% | 11,342,821 |
| CVX Chevron Corporation | $2.2B | 0.4% | 10,494,969 |
| NEE NextEra Energy, Inc. | $2.2B | 0.4% | 23,356,209 |
| MBB iShares MBS ETF | $2.1B | 0.4% | 21,837,225 |
| IWF iShares Russell 1000 Growth Fund | $2.1B | 0.4% | 4,821,317 |
| MU Micron Technology, Inc. | $2.0B | 0.4% | 6,048,920 |
| TSLA Tesla, Inc. | $2.0B | 0.4% | 5,472,264 |
| ORCL Oracle Corporation | $2.0B | 0.4% | 13,422,069 |
| VEA Vanguard FTSE Developed Markets ETF | $2.0B | 0.3% | 30,665,391 |
| MS Morgan Stanley | $2.0B | 0.3% | 11,923,338 |
| RTX RTX Corporation | $1.9B | 0.3% | 9,902,589 |
| MA Mastercard Incorporated | $1.8B | 0.3% | 3,642,800 |
| MCD McDonald's Corporation | $1.8B | 0.3% | 5,678,203 |
| G29183103 Eaton Corp PLC | $1.7B | 0.3% | 4,855,173 |
| SLB SLB Limited | $1.7B | 0.3% | 33,184,227 |
| PG The Procter & Gamble Company | $1.7B | 0.3% | 11,805,617 |
| G54950103 Linde PLC | $1.7B | 0.3% | 3,422,254 |
| GS The Goldman Sachs Group, Inc. | $1.7B | 0.3% | 1,995,089 |
| TXN Texas Instruments Incorporated | $1.7B | 0.3% | 8,645,088 |
| MRK Merck & Company, Inc. Common Stock (new) | $1.7B | 0.3% | 13,933,630 |
| IWM iShares Russell 2000 Index Fund | $1.7B | 0.3% | 6,736,561 |
| IJH iShares Core S&P Mid-Cap ETF | $1.6B | 0.3% | 24,237,029 |
| XLK State Street Technology Select Sector SPDR ETF | $1.6B | 0.3% | 12,223,883 |
| AMD Advanced Micro Devices, Inc. | $1.6B | 0.3% | 7,816,763 |
Long US equity positions only, as filed. 13F does not cover short positions, cash, bonds or non-US listings, so this is not the whole portfolio.
What a 13F is
Any institutional manager exercising discretion over more than $100 million in US-listed equities must file a Form 13F with the SEC within 45 days of each quarter end, listing what they held on the last day of that quarter. The threshold was set in 1975 and has never been raised, so the filer population now runs to several thousand.
The four things it does not tell you
- It is stale. A filing describes positions as of quarter end and can arrive 45 days later. A manager who sold everything in week one of the new quarter files the same document as one who held.
- Long US equities only. No short positions, no cash, no bonds, no commodities, no foreign listings. A fund that looks heavily long in a 13F may be hedged in instruments that never appear.
- Not the whole firm. Assets are reported by the entity with discretion, so one manager can file under several CIKs, and the figure here is what that entity reported.
- Confidential treatment exists. A manager can apply to delay disclosing a position while building it. Those holdings appear later, if at all.
Why the biggest filers are not the interesting ones
The largest managers by reported value are index providers — they hold nearly everything, in proportion to the indices they track, because clients asked them to. Reading their filings for conviction is a category error. The filings worth attention are concentrated ones, where a small number of positions make up most of the portfolio, since that reflects a decision rather than a mandate.
The share-of-portfolio column is the one to read for this. A position that is 15% of a fund says something; the same dollar amount at 0.2% of an index tracker does not.
Where this comes from
The SEC's own quarterly Form 13F structured data sets, parsed here rather than bought from a vendor. Holdings are identified in the filings by CUSIP, and the mapping from CUSIP to ticker is the awkward part — that identifier is licensed rather than public, so the mapping is resolved through OpenFIGI and built up over time. Around 95% of reported value currently sits on a resolved ticker; the rest shows its CUSIP.
The rest of the section is on the Markets overview — including insider transactions, which are the same idea at the individual level, and the correlation finder, where each ticker's page carries its institutional ownership.