UBS Group AG

CIK
1610520
City
ZURICH
State / Country
V8

Top Portfolio Positions

5,445 positions · $499,739,426,380 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
112,686,204 $19,652,473,971 3.93%
AAPL
Apple Inc.
Technology
63,227,928 $16,046,615,837 3.21%
MSFT
Microsoft Corp
Technology
40,069,682 $14,832,594,175 2.97%
SPY
Spdr S&P 500 Etf Trust
20,312,766 $13,210,204,236 2.64%
QQQ
Invesco Qqq Trust, Series 1
18,112,381 $10,454,104,063 2.09%
GOOGL
Alphabet Inc.
Communication Services
31,731,965 $9,124,843,848 1.83%
AVGO
Broadcom Inc.
Technology
28,755,685 $8,900,172,058 1.78%
AMZN
Amazon Com Inc
Consumer Cyclical
42,643,317 $8,881,323,623 1.78%
META
Meta Platforms, Inc.
Communication Services
12,214,553 $6,988,312,201 1.40%
GLD
Spdr Gold Trust
15,523,310 $6,679,525,057 1.34%

Portfolio Trend

46 quarters · across all stocks

Holdings in AEF

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $17,167 2,355
2025-12-31 $14,343 2,049
2025-09-30 $103,194 15,925
2025-06-30 $239,714 40,356
2025-03-31 $76,929 15,510
2024-12-31 $48,624 9,369
2024-09-30 $57,663 10,224
2024-06-30 $50,387 9,543
2024-03-31 $42,485 8,413
2023-12-31 $96,083 18,803
2023-09-30 $67,671 14,187
2023-06-30 $102,730 19,794
2023-03-31 $39,621 7,392
2022-12-31 $70,704 13,729
2022-09-30 $92,195 20,130
2022-06-30 $83,153 15,064
2022-03-31 $109,443 16,166
2021-12-31 $96,687 12,208
2021-09-30 $162,805 19,568
2021-06-30 $130,401 14,409
2021-03-31 $122,155 14,122
2020-12-31 $65,263 7,998
2020-09-30 $76,755 11,845
2020-06-30 $66,380 10,972
2020-03-31 $208,334 40,219