UBS Group AG 13F Holdings
UBS Group AG's holdings from its Form 13F-HR filing for the quarter ended June 30, 2026, compared with the previous quarter (March 31, 2026). 13F filings list the long U.S. equity positions held by institutional investment managers with over $100 million under management.
Quarter
Q2 2026
Reported 13F value
$786.0B
Largest holding
State STR SPDR S&P 500 ETF T (TR Unit)
Biggest Buys (Q2 2026)
| Security | Change | Value of change | % of portfolio |
|---|---|---|---|
| ELI LILLY & CO | +6.95M sh | $7.4B | 1.76% |
| STATE STR SPDR S&P 500 ETF T (TR UNIT) | +9.71M sh | $6.8B | 2.85% |
| INVESCO QQQ TR (UNIT SER 1) | +4.88M sh | $3.2B | 2.16% |
| SPACE EXPLORATION TECHN CORP (CLASS A COM STK) | New position | $2.9B | 0.37% |
| AMAZON COM INC | +11.82M sh | $2.6B | 1.65% |
| MICROSOFT CORP | +5.37M sh | $2.0B | 2.16% |
| JPMORGAN CHASE & CO | +5.66M sh | $1.8B | 1.14% |
| MICRON TECHNOLOGY INC | +2.14M sh | $1.6B | 1.80% |
| BROADCOM INC | +3.44M sh | $1.2B | 1.55% |
| ALPHABET INC (CAP STK CL A) | +3.64M sh | $1.2B | 1.61% |
Biggest Sells (Q2 2026)
| Security | Change | Value of change | % of portfolio |
|---|---|---|---|
| EXXON MOBIL CORP | -13.06M sh | -$2.0B | 0.15% |
| ISHARES TR (MSCI EMG MKT ETF) | -26.58M sh | -$1.7B | 0.26% |
| MARVELL TECHNOLOGY INC | -7.23M sh | -$1.4B | 0.47% |
| WESTERN DIGITAL CORP | -3.00M sh | -$1.4B | 0.14% |
| ISHARES TR (IBOXX HI YD ETF) | -16.89M sh | -$1.3B | 0.19% |
| SPDR GOLD TR (GOLD SHS) | -3.07M sh | -$1.2B | 0.58% |
| ISHARES TR (IBOXX INV CP ETF) | -9.97M sh | -$1.1B | 0.06% |
| HONEYWELL INTL INC | Sold out | -$1.1B | 0.00% |
| INTEL CORP | -10.72M sh | -$984.7M | 0.61% |
| TAIWAN SEMICONDUCTOR MANUFAC (SPONSORED ADS) | -2.14M sh | -$870.7M | 0.82% |
Top 50 Holdings
| Security | Value | % of portfolio | Change in shares |
|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T (TR UNIT) | $22.4B | 2.85% | +47.79% |
| NVIDIA CORPORATION | $22.2B | 2.82% | -1.64% |
| APPLE INC | $19.2B | 2.45% | +5.01% |
| MICROSOFT CORP | $16.9B | 2.16% | +13.40% |
| INVESCO QQQ TR (UNIT SER 1) | $16.9B | 2.16% | +26.94% |
| MICRON TECHNOLOGY INC | $14.1B | 1.80% | +21.18% |
| ELI LILLY & CO | $13.8B | 1.76% | +151.20% |
| AMAZON COM INC | $13.0B | 1.65% | +27.71% |
| ALPHABET INC (CAP STK CL A) | $12.6B | 1.61% | +11.46% |
| BROADCOM INC | $12.2B | 1.55% | +11.95% |
| JPMORGAN CHASE & CO | $8.9B | 1.14% | +26.20% |
| ADVANCED MICRO DEVICES INC | $8.0B | 1.02% | -5.21% |
| ALPHABET INC (CAP STK CL C) | $7.7B | 0.98% | +3.79% |
| META PLATFORMS INC (CL A) | $6.9B | 0.88% | -0.03% |
| ISHARES TR (CORE MSCI EAFE) | $6.7B | 0.86% | +0.40% |
| TAIWAN SEMICONDUCTOR MANUFAC (SPONSORED ADS) | $6.4B | 0.82% | -13.65% |
| UBS GROUP AG | $5.8B | 0.73% | -0.96% |
| TESLA INC | $4.9B | 0.63% | -3.54% |
| INTEL CORP | $4.8B | 0.61% | -23.67% |
| VISA INC (COM CL A) | $4.8B | 0.61% | +3.43% |
| ISHARES TR (RUSSELL 2000 ETF) | $4.7B | 0.60% | -13.83% |
| SPDR GOLD TR (GOLD SHS) | $4.6B | 0.58% | -19.77% |
| VANGUARD INDEX FDS (MID CAP ETF) | $4.5B | 0.57% | +3.17% |
| VANGUARD SCOTTSDALE FDS (VNG RUS1000GRW) | $3.8B | 0.48% | +3.38% |
| MARVELL TECHNOLOGY INC | $3.7B | 0.47% | -36.74% |
| ABBVIE INC | $3.7B | 0.47% | -2.99% |
| CISCO SYS INC | $3.6B | 0.46% | -9.60% |
| VANGUARD SCOTTSDALE FDS (VNG RUS1000VAL) | $3.5B | 0.45% | +6.04% |
| LAM RESEARCH CORP (COM NEW) | $3.5B | 0.44% | +16.28% |
| PALO ALTO NETWORKS INC | $3.4B | 0.44% | -8.49% |
| ORACLE CORP | $3.3B | 0.43% | -1.01% |
| VANGUARD INDEX FDS (S&P 500 ETF SHS) | $3.3B | 0.42% | +2.07% |
| APPLIED MATLS INC | $3.2B | 0.40% | +12.11% |
| VANGUARD INDEX FDS (GROWTH ETF) | $3.1B | 0.40% | -1.92% |
| ISHARES INC (CORE MSCI EMKT) | $3.1B | 0.39% | -1.45% |
| ISHARES TR (USD INV GRDE ETF) | $3.0B | 0.38% | +4.75% |
| JOHNSON & JOHNSON | $3.0B | 0.38% | +5.43% |
| VANGUARD INDEX FDS (VALUE ETF) | $3.0B | 0.38% | +1.14% |
| SPACE EXPLORATION TECHN CORP (CLASS A COM STK) | $2.9B | 0.37% | New |
| TEXAS INSTRS INC | $2.8B | 0.36% | -9.01% |
| MORGAN STANLEY (COM NEW) | $2.8B | 0.36% | +0.37% |
| ISHARES TR (CORE S&P500 ETF) | $2.7B | 0.35% | -21.95% |
| GOLDMAN SACHS GROUP INC | $2.7B | 0.34% | +17.69% |
| WALMART INC | $2.7B | 0.34% | +9.94% |
| UNITEDHEALTH GROUP INC | $2.7B | 0.34% | +67.93% |
| COSTCO WHOLESALE CORPORATION | $2.7B | 0.34% | +10.62% |
| COCA COLA CO | $2.5B | 0.31% | -0.95% |
| GE VERNOVA INC | $2.4B | 0.31% | +13.84% |
| MASTERCARD INCORPORATED (CL A) | $2.4B | 0.31% | +17.73% |
| SELECT SECTOR SPDR TR (ST STR TECHN ETF) | $2.4B | 0.31% | -1.87% |
Values are as reported in the filing, adjusted for stock splits. Ranked by market value; options and other non-equity positions may be included where the filing lists them.
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