Position in AIFA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$18,049
+$14,680 QoQ
Shares Held
8,094
-34.4% QoQ
Ownership
0.126%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 12 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AIFA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026UBS Group AG holds $26,509,623,793 across 166 Software - Infrastructure names. AIFA ranks #141 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
35,883,844 | $13,385,391,482 | |
| 2 | PANW |
Palo Alto Networks Inc
|
6,758,096 | $2,304,645,894 | |
| 3 | ORCL |
Oracle Corp
|
13,398,656 | $1,963,573,031 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
1,721,998 | $1,314,125,550 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
9,236,258 | $1,077,594,217 | |
| 6 | SNPS |
Synopsys Inc
|
2,399,508 | $1,070,348,530 | |
| 7 | FTNT |
Fortinet, Inc.
|
3,172,422 | $487,347,465 | |
| 8 | CRWV |
CoreWeave, Inc.
|
4,465,874 | $444,533,095 |
All Filings in AIFA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,049 | 8,094 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,369 | 12,346 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $2,283 | 5,824 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $2,673 | 2,909 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $39,033 | 15,071 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $44,185 | 43,319 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $20,432 | 25,766 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $38,882 | 28,382 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $53,893 | 42,436 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $7,350 | 7,278 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $8,811 | 8,313 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $825 | 910 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $38 | 37 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,521 | 1,263 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $10,394 | 9,900 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $31 | 27 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $7,202 | 5,037 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $12,311 | 7,137 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $95,247 | 55,700 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $69 | 39 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $13,220 | 5,748 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $13,640 | 8,633 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $991 | 470 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,425 | 908 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||