UBS Group AG

CIK

1610520

City

ZURICH

State / Country

Stock

AOS — Smith A O Corp

Top Portfolio Positions

5,517 positions · $501,884,300,802 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	112,686,204	$19,652,473,971	3.92%
AAPL	Apple Inc. Technology	63,227,928	$16,046,615,837	3.20%
MSFT	Microsoft Corp Technology	40,069,682	$14,832,594,175	2.96%
SPY	Spdr S&P 500 ETF Trust	20,312,766	$13,210,204,236	2.63%
QQQ	Invesco Qqq Trust, Series 1	18,112,381	$10,454,104,063	2.08%
GOOGL	Alphabet Inc. Communication Services	31,731,965	$9,124,843,848	1.82%
AVGO	Broadcom Inc. Technology	28,755,685	$8,900,172,058	1.77%
AMZN	Amazon Com Inc Consumer Cyclical	42,643,317	$8,881,323,623	1.77%
META	Meta Platforms, Inc. Communication Services	12,214,553	$6,988,312,201	1.39%
GLD	Spdr Gold Trust	15,523,310	$6,679,525,057	1.33%

Portfolio Trend

25 quarters · across all stocks

Holdings in AOS

Compact Export CSV

Shares Held

Position Value (USD)

27 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$60,769,181	921,583	-44.1%	Shares	Defined	2026-05-05
2025-12-31	$110,350,995	1,649,985	+48.4%	Shares	Defined	2026-01-29
2025-09-30	$81,636,689	1,112,065	-16.1%	Shares	Defined	2025-11-13
2025-06-30	$86,960,506	1,326,224	+162.6%	Shares	Defined	2025-08-14
2025-06-30	$33,112,850	505,000	-61.2%	Put	Defined	2025-08-14
2025-03-31	$85,160,288	1,302,942	+1084.5%	Shares	Defined	2025-05-13
2025-03-31	$7,189,600	110,000	-91.2%	Put	Defined	2025-05-13
2024-12-31	$85,012,713	1,246,338	+259.9%	Shares	Defined	2025-02-14
2024-09-30	$31,104,083	346,255	+21.2%	Shares	Defined	2024-11-14
2024-06-30	$23,372,066	285,792	+1.4%	Shares	Defined	2024-08-14
2024-03-31	$25,208,484	281,785	-1.3%	Shares	Defined	2024-05-13
2023-12-31	$23,530,766	285,429	-13.8%	Shares	Defined	2024-02-09
2023-09-30	$21,899,477	331,158	+38.4%	Shares	Defined	2023-11-09
2023-06-30	$17,413,341	239,260	+9.5%	Shares	Defined	2023-08-11
2023-03-31	$15,108,721	218,492	-11.9%	Shares	Defined	2023-05-12
2022-12-31	$14,193,457	247,964	-31.4%	Shares	Defined	2023-02-08
2022-09-30	$17,552,584	361,313	-19.6%	Shares	Defined	2022-11-10
2022-06-30	$24,581,720	449,556	+147.1%	Shares	Defined	2022-08-10
2022-03-31	$11,621,780	181,903	-21.3%	Shares	Defined	2022-05-16
2021-12-31	$19,850,664	231,225	-14.9%	Shares	Defined	2022-02-14
2021-09-30	$16,596,993	271,770	+44.7%	Shares	Defined	2021-11-15
2021-06-30	$13,529,984	187,760	-82.0%	Shares	Defined	2021-08-13
2021-03-31	$70,367,270	1,040,782	+68.6%	Shares	Defined	2021-05-12
2020-12-31	$33,846,470	617,411	-38.8%	Shares	Defined	2021-02-11
2020-09-30	$53,304,978	1,009,564	+219.5%	Shares	Defined	2020-11-12
2020-06-30	$14,890,437	316,011	-20.7%	Shares	Defined	2020-07-31
2020-03-31	$15,060,932	398,332	—	Shares	Defined	2020-05-01
No 13F history on record for this holder in this stock.