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UBS Group AG

CIK
1610520
City
ZURICH
State / Country
V8

Top Portfolio Positions

5,502 positions · $502,424,885,278 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in HFWA

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $5,888,350 226,475
2025-12-31 $2,519,103 106,516
2025-09-30 $2,381,069 98,432
2025-06-30 $2,611,576 109,546
2025-03-31 $2,377,965 97,738
2024-12-31 $1,498,297 61,155
2024-09-30 $817,484 37,551
2024-06-30 $641,722 35,592
2024-03-31 $730,110 37,654
2023-12-31 $1,123,338 52,517
2023-09-30 $364,396 22,342
2023-06-30 $290,395 17,959
2023-03-31 $506,538 23,670
2022-12-31 $889,264 29,023
2022-09-30 $548,324 20,715
2022-06-30 $206,462 8,206
2022-03-31 $654,215 26,106
2021-12-31 $795,422 32,546
2021-09-30 $563,116 22,083
2021-06-30 $1,071,555 42,828
2021-03-31 $1,809,365 64,071
2020-12-31 $1,145,875 48,990
2020-09-30 $659,262 35,849
2020-06-30 $739,560 36,978
2020-03-31 $649,220 32,461