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UBS Group

UBS Group AG

BAHNHOFSTRASSE 45, ZURICH, V8 CH-8001 • 41-44-234-1111

Q2 2026 · Filed 2026-08-13
Market Value
$625.0B
+12.0%
Holdings
9,519
+123
New Purchases
1,055
Added To
3,649
Closed
948
Reduced
3,637
Top 10 Concentration
16.2%
Turnover
21.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MU 1.13% 0.37% +0.76% $7.0B
AMD 0.57% 0.29% +0.29% $3.6B
LRCX 0.53% 0.25% +0.28% $3.3B
AMAT 0.43% 0.20% +0.23% $2.7B
INTC 0.44% 0.22% +0.22% $2.7B
GOOGL 1.45% 1.24% +0.20% $9.0B
NBIS 0.23% 0.06% +0.17% $1.4B
AVGO 1.52% 1.37% +0.15% $9.5B
SNDK 0.23% 0.08% +0.15% $1.4B
GOOG 1.09% 0.95% +0.13% $6.8B
PANW 0.37% 0.24% +0.13% $2.3B
HONIV 0.13% 0.00% +0.13% $794M
AAPL 2.40% 2.28% +0.12% $15.0B
MRVL 0.28% 0.16% +0.12% $1.7B
KLAC 0.26% 0.15% +0.11% $1.6B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
XONA.DE 0.13% 0.49% -0.36% $842M
META 0.77% 0.95% -0.18% $4.8B
LITE 0.05% 0.18% -0.13% $297M
ACN 0.05% 0.17% -0.12% $333M
ABT 0.11% 0.22% -0.12% $667M
RSP 0.28% 0.39% -0.11% $1.7B
IVV 0.44% 0.55% -0.11% $2.7B
CVX 0.28% 0.39% -0.11% $1.8B
NFLX 0.29% 0.40% -0.10% $1.8B
EA 0.14% 0.23% -0.09% $879M
SJM 0.01% 0.10% -0.09% $66M
MBB 0.28% 0.37% -0.09% $1.7B
IAU 0.15% 0.24% -0.09% $937M
GLD 0.42% 0.51% -0.09% $2.6B
BA 0.17% 0.25% -0.08% $1.1B

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 38.3%
Technology 20.1%
Industrials 8.3%
Healthcare 7.4%
Consumer Cyclical 6.8%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 91 $238.4B 38.1%
Large Cap 1,120 $306.6B 49.1%
Mid Cap 1,595 $61.3B 9.8%
Small Cap 2,475 $16.9B 2.7%
Micro Cap 4,238 $1.8B 0.3%

Portfolio Analytics

Avg Market Cap
$13.2B
Median Market Cap
$421M
Avg P/E
33.4
Median P/E
18.6
Avg Dividend Yield
0.03%
Avg Beta
0.97
# Stocks
5,718
# ETFs / Funds
3,802

Top Holdings (9,519 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 2.66% 83,070,573 $16.6B $200.09 $2.1B -101,651 -0.1%
2 AAPL 2.40% 51,802,076 $15.0B $289.36 $2.3B +1,786,415 +3.6%
3 MSFT 2.14% 35,883,844 $13.4B $373.02 $1.2B +2,849,188 +8.6%
4 AVGO 1.52% 25,139,967 $9.5B $377.75 $1.9B +495,048 +2.0%
5 SPY 1.47% 12,268,155 $9.2B $746.77 $1.2B -33,929 -0.3%
6 GOOGL 1.45% 25,323,537 $9.0B $357.37 $2.1B +1,168,052 +4.8%
7 AMZN 1.31% 34,232,599 $8.2B $238.34 $993M -175,352 -0.5%
8 MU 1.13% 6,091,903 $7.0B $1,154.29 $5.0B +42,983 +0.7%
9 GOOG 1.09% 19,222,797 $6.8B $353.33 $1.5B +696,524 +3.8%
10 IEFA 1.08% 69,612,813 $6.7B $96.58 $446M +279,802 +0.4%
11 JPM 0.99% 18,807,767 $6.2B $327.33 $534M -303,983 -1.6%
12 UBS 0.85% 107,137,265 $5.3B $49.56 $1.1B +247,083 +0.2%
13 META 0.77% 8,543,093 $4.8B $563.29 -$475M -698,641 -7.6%
14 LLY 0.74% 3,865,931 $4.6B $1,199.43 $918M -177,637 -4.4%
15 TSM 0.73% 9,567,964 $4.6B $477.57 $849M -1,439,233 -13.1%
16 VO 0.72% 55,523,351 $4.5B $80.57 $626M +42,124,285 +314.4%
17 V 0.70% 12,696,659 $4.4B $343.09 $715M +648,489 +5.4%
18 QQQ 0.67% 5,688,712 $4.2B $736.40 $657M -431,151 -7.0%
19 VONG 0.61% 29,798,193 $3.8B $127.81 $647M +974,658 +3.4%
20 AMD 0.57% 6,154,993 $3.6B $580.91 $2.0B -1,661,770 -21.3%
21 VONV 0.56% 33,203,874 $3.5B $106.31 $595M +1,892,723 +6.0%
22 LRCX 0.53% 7,688,281 $3.3B $433.33 $1.9B +1,161,848 +17.8%
23 VOO 0.52% 4,773,701 $3.3B $686.81 $482M +93,187 +2.0%
24 CSCO 0.52% 27,793,346 $3.3B $117.46 $780M -4,222,961 -13.2%
25 ABBV 0.52% 12,845,120 $3.2B $251.64 $176M -1,206,076 -8.6%
26 VUG 0.50% 36,061,562 $3.1B $86.14 $456M +29,992,776 +494.2%
27 IEMG 0.49% 37,283,050 $3.1B $82.84 $463M -363,217 -1.0%
28 USIG 0.48% 58,744,213 $3.0B $51.29 $140M +2,664,263 +4.8%
29 VTV 0.48% 13,657,773 $3.0B $217.93 $327M +154,578 +1.1%
30 JNJ 0.45% 11,036,891 $2.8B $253.97 $307M +827,564 +8.1%
31 IVV 0.44% 3,653,598 $2.7B $748.89 -$322M -1,028,320 -22.0%
32 INTC 0.44% 19,502,935 $2.7B $139.63 $1.5B -7,758,314 -28.5%
33 AMAT 0.43% 3,718,754 $2.7B $723.00 $1.6B +502,899 +15.6%
34 GLD 0.42% 7,097,437 $2.6B $368.38 -$218M +513,779 +7.8%
35 WMT 0.41% 22,447,440 $2.5B $113.26 $50M +2,390,316 +11.9%
36 COST 0.40% 2,675,980 $2.5B $935.47 $32M +195,593 +7.9%
37 TSLA 0.39% 5,723,603 $2.4B $420.60 $373M +251,339 +4.6%
38 IWF 0.37% 18,729,649 $2.3B $124.17 $270M +13,908,332 +288.5%
39 PANW 0.37% 6,758,096 $2.3B $341.02 $981M -1,497,256 -18.1%
40 XLK 0.36% 11,901,128 $2.3B $190.52 $643M -322,755 -2.6%
41 TXN 0.36% 7,514,305 $2.2B $298.07 $561M -1,130,783 -13.1%
42 HD 0.36% 6,350,453 $2.2B $352.68 -$137M -874,803 -12.1%
43 ETN 0.36% 5,243,158 $2.2B $426.12 $498M +387,985 +8.0%
44 GEV 0.36% 1,889,093 $2.2B $1,174.86 $836M +304,603 +19.2%
45 KO 0.35% 27,146,359 $2.2B $81.27 $681K -1,854,348 -6.4%
46 VEA 0.35% 30,895,904 $2.2B $71.25 $236M +230,513 +0.8%
47 MS 0.35% 10,529,270 $2.2B $209.04 $239M -1,394,068 -11.7%
48 GS 0.33% 2,052,126 $2.1B $1,011.37 $388M +57,037 +2.9%
49 BRK-B 0.33% 4,139,212 $2.1B $500.39 -$116M -424,734 -9.3%
50 NEE 0.33% 23,325,362 $2.0B $87.77 -$122M -30,847 -0.1%
51 RTX 0.33% 10,787,134 $2.0B $189.73 $136M +884,545 +8.9%
52 IJH 0.32% 25,918,017 $2.0B $77.11 $362M +1,680,988 +6.9%
53 ORCL 0.31% 13,398,656 $2.0B $146.55 -$11M -23,413 -0.2%
54 MA 0.31% 3,730,940 $1.9B $513.60 $96M +88,140 +2.4%
55 NFLX 0.29% 25,707,292 $1.8B $71.40 -$384M +2,627,485 +11.4%
56 CAT 0.29% 1,700,215 $1.8B $1,064.90 $815M +295,638 +21.1%
57 UNP 0.29% 6,641,035 $1.8B $272.00 $412M +893,740 +15.6%
58 CVX 0.28% 10,688,911 $1.8B $165.76 -$400M +193,942 +1.9%
59 MRK 0.28% 13,744,783 $1.8B $128.50 $90M -188,847 -1.4%
60 MBB 0.28% 18,496,926 $1.7B $94.52 -$325M -3,340,299 -15.3%
61 MRVL 0.28% 5,863,014 $1.7B $297.89 $863M -3,061,651 -34.3%
62 RSP 0.28% 8,192,436 $1.7B $212.77 -$434M -3,150,385 -27.8%
63 VTI 0.26% 4,455,900 $1.6B $370.04 $228M +26,270 +0.6%
64 PG 0.26% 11,186,041 $1.6B $146.64 -$65M -619,576 -5.2%
65 KLAC 0.26% 5,363,252 $1.6B $301.71 $806M +4,811,542 +872.1%
66 UBER 0.26% 22,403,377 $1.6B $72.16 $317M +4,332,028 +24.0%
67 LIN 0.26% 3,114,506 $1.6B $518.94 -$80M -307,748 -9.0%
68 VTWO 0.25% 13,062,676 $1.6B $121.42 $303M +249,077 +1.9%
69 MCD 0.25% 5,825,310 $1.6B $270.31 -$190M +147,107 +2.6%
70 IWM 0.25% 5,127,567 $1.5B $300.45 -$130M -1,608,994 -23.9%
71 ADI 0.25% 3,874,714 $1.5B $397.17 $425M +372,891 +10.7%
72 IWD 0.25% 6,325,816 $1.5B $242.43 $128M -253,218 -3.9%
73 IJR 0.24% 10,230,929 $1.5B $148.31 $255M +76,337 +0.8%
74 UNH 0.24% 3,560,602 $1.5B $415.63 $546M +107,805 +3.1%
75 VIG 0.24% 6,245,312 $1.5B $236.62 $116M -85,492 -1.4%
76 SLB 0.23% 31,447,572 $1.5B $46.49 -$243M -1,736,655 -5.2%
77 NBIS 0.23% 5,244,785 $1.4B $276.17 $1.1B +2,125,047 +68.1%
78 SNDK 0.23% 626,651 $1.4B $2,273.73 $972M -86,487 -12.1%
79 SCHB 0.23% 48,933,766 $1.4B $28.96 $199M +419,411 +0.9%
80 VGT 0.23% 11,841,166 $1.4B $119.52 $344M +10,305,512 +671.1%
81 TJX 0.22% 9,247,128 $1.4B $151.50 -$184M -678,218 -6.8%
82 VV 0.22% 4,070,787 $1.4B $343.91 $190M +23,274 +0.6%
83 AXP 0.22% 4,082,851 $1.4B $338.25 -$175K -483,398 -10.6%
84 CRWD 0.21% 1,721,998 $1.3B $763.14 $728M +221,902 +14.8%
85 BAC 0.21% 22,503,004 $1.3B $56.98 -$56M -4,953,459 -18.0%
86 EFA 0.20% 12,331,932 $1.3B $103.88 -$133M -2,227,904 -15.3%
87 VWO 0.20% 21,424,092 $1.3B $59.69 $134M +240,561 +1.1%
88 TMO 0.20% 2,521,208 $1.3B $501.36 $58M +67,755 +2.8%
89 VB 0.20% 4,139,634 $1.3B $303.12 $100M -269,013 -6.1%
90 ASML 0.20% 623,862 $1.2B $1,989.44 $221M -148,375 -19.2%
91 QCOM 0.19% 6,576,576 $1.2B $184.79 -$134M -3,903,611 -37.2%
92 VRT 0.19% 3,622,661 $1.2B $334.82 -$152M -1,825,912 -33.5%
93 AMGN 0.19% 3,308,695 $1.2B $362.12 $91M +160,655 +5.1%
94 IBM 0.19% 4,224,527 $1.2B $281.21 $234M +287,500 +7.3%
95 EWY 0.19% 5,818,161 $1.2B $201.90 $477M +146,490 +2.6%
96 DE 0.19% 1,841,439 $1.2B $634.33 $289M +280,851 +18.0%
97 JBL 0.19% 3,026,741 $1.2B $385.48 $719M +1,339,958 +79.4%
98 BLK 0.18% 1,189,321 $1.1B $961.56 -$31M -32,044 -2.6%
99 IVW 0.18% 8,213,429 $1.1B $137.53 $159M -365,217 -4.3%
100 AGG 0.18% 11,364,305 $1.1B $98.98 $34M +380,034 +3.5%

Options Breakdown

855 Calls $96.9B Call Value 652 Puts $59.7B Put Value 0.62 P/C Ratio

Top Calls

SymbolSharesValueStatus
LLY 7,300,382 $8.8B
QQQ 9,693,688 $7.1B
MU 4,214,857 $4.9B
SPY 6,459,368 $4.8B
AMZN 14,147,413 $3.4B
NVDA 14,551,190 $2.9B
AMD 4,511,041 $2.6B
SPCX 13,558,924 $2.3B NEW
JPM 6,938,974 $2.3B
GOOGL 5,529,798 $2.0B

Top Puts

SymbolSharesValueStatus
SPY 11,292,980 $8.4B
QQQ 7,610,200 $5.6B
NVDA 13,212,887 $2.6B
AAPL 8,396,800 $2.4B
MU 1,929,856 $2.2B
MSFT 4,932,691 $1.8B
IWM 6,044,100 $1.8B
AMD 3,111,640 $1.8B
GOOGL 4,515,675 $1.6B
AMZN 6,079,100 $1.4B

New Positions

SymbolValue% Port
HONIV $794M 0.13%
HONAV $612M 0.10%
SPCX $570M 0.09%
CCL $335M 0.05%
FDXF $130M 0.02%
CBRS $125M 0.02%
DD $116M 0.02%
ASND $107M 0.02%
FRVO $107M 0.02%
KEEL $55M 0.01%
BGIG $40M 0.01%
XE $38M 0.01%
TRI $37M 0.01%
BRUN $33M 0.01%
ARXS $27M —%

Sold Out Positions

SymbolValue% Port
EXUS —%
PRSO —%
MATE —%
ZDGE —%
BEG —%
NUSB —%
SMHB —%
DUST —%
ALBG —%
HYP —%
SOLZ —%
KIQQ —%
BLRK —%
CAFX —%
SDA —%
View SEC EDGAR Filings for UBS Group →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms