UBS Group AG

CIK

1610520

City

ZURICH

State / Country

Stock

EPR — Epr Properties

Top Portfolio Positions

5,502 positions · $502,424,885,278 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	112,686,204	$19,652,473,971	3.91%
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 EPR

Compact Export CSV

Shares Held

Position Value (USD)

27 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$40,734,536	815,343	+52.0%	Shares	Defined	2026-05-05
2025-12-31	$26,758,973	536,252	-33.1%	Shares	Defined	2026-01-29
2025-09-30	$46,486,602	801,355	-5.6%	Shares	Defined	2025-11-13
2025-06-30	$49,467,225	849,077	-32.7%	Shares	Defined	2025-08-14
2025-03-31	$66,330,581	1,260,798	+52.5%	Shares	Defined	2025-05-13
2024-12-31	$36,619,070	826,989	+314.0%	Shares	Defined	2025-02-14
2024-09-30	$9,795,935	199,754	+3.2%	Shares	Defined	2024-11-14
2024-06-30	$8,125,352	193,553	-2.6%	Shares	Defined	2024-08-14
2024-03-31	$8,435,366	198,713	+48.7%	Shares	Defined	2024-05-13
2023-12-31	$6,472,483	133,591	+82.9%	Shares	Defined	2024-02-09
2023-09-30	$3,034,537	73,051	-22.7%	Shares	Defined	2023-11-09
2023-06-30	$4,422,787	94,504	+4.2%	Shares	Defined	2023-08-11
2023-03-31	$3,457,003	90,735	+53.8%	Shares	Defined	2023-05-12
2022-12-31	$2,225,138	58,991	+431.4%	Shares	Defined	2023-02-08
2022-09-30	$398,081	11,101	-87.7%	Shares	Defined	2022-11-10
2022-06-30	$4,240,734	90,363	+132.9%	Shares	Defined	2022-08-10
2022-03-31	$2,122,856	38,802	-68.0%	Shares	Defined	2022-05-16
2021-12-31	$5,754,599	121,175	+98.7%	Shares	Defined	2022-02-14
2021-09-30	$3,010,895	60,974	+24.3%	Shares	Defined	2021-11-15
2021-06-30	$2,584,849	49,067	-10.4%	Shares	Defined	2021-08-13
2021-03-31	$2,552,572	54,788	-82.7%	Shares	Defined	2021-05-12
2020-12-31	$10,273,250	316,100	+150.7%	Put	Defined	2021-02-11
2020-12-31	$4,098,250	126,100	+1167.6%	Call	Defined	2021-02-11
2020-12-31	$323,310	9,948	-89.2%	Shares	Defined	2021-02-11
2020-09-30	$2,527,525	91,910	-36.7%	Shares	Defined	2020-11-12
2020-06-30	$4,813,225	145,283	+5.7%	Shares	Defined	2020-07-31
2020-03-31	$3,328,820	137,441	—	Shares	Defined	2020-05-01
No 13F history on record for this holder in this stock.