UBS Group AG
Top Portfolio Positions
5,502 positions ·
$502,424,885,278 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
112,686,204 | $19,652,473,971 | 3.91% | |
| AAPL |
Apple Inc.
Technology
|
63,227,928 | $16,046,615,837 | 3.19% | |
| MSFT |
Microsoft Corp
Technology
|
40,069,682 | $14,832,594,175 | 2.95% | |
| 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 BWFG
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $524,597 | 10,812 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $336,638 | 7,347 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $480,421 | 10,857 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $589,809 | 16,370 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $543,541 | 18,010 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $557,958 | 17,912 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $199,856 | 6,673 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $125,149 | 4,933 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $227,518 | 8,771 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $289,244 | 9,584 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $148,920 | 6,136 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $152,325 | 6,248 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $171,235 | 6,888 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $174,136 | 5,917 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $83,691 | 2,875 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $126,559 | 4,076 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $131,091 | 3,875 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $94,415 | 2,875 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $70,824 | 2,428 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $54,423 | 1,969 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $77,858 | 2,889 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $54,993 | 2,813 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $29,007 | 2,050 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $62,661 | 3,941 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $109,047 | 7,146 | Shares | Defined | 2020-05-01 | |
| No 13F history on record for this holder in this stock. | ||||||