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UBS Group AG

CIK
1610520
City
ZURICH
State / Country
V8

Top Portfolio Positions

5,517 positions · $501,884,300,802 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in HLI

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $51,574,659 359,105
2025-12-31 $41,322,745 237,228
2025-09-30 $58,054,434 282,751
2025-06-30 $46,581,136 258,856
2025-03-31 $38,147,106 236,205
2024-12-31 $41,498,834 238,966
2024-09-30 $29,293,272 185,377
2024-06-30 $19,146,612 141,974
2024-03-31 $20,112,625 156,897
2023-12-31 $19,247,592 160,517
2023-09-30 $18,705,936 174,626
2023-06-30 $17,096,009 173,899
2023-03-31 $17,500,536 200,029
2022-12-31 $17,413,434 199,787
2022-09-30 $13,935,801 184,874
2022-06-30 $15,577,308 197,356
2022-03-31 $19,063,486 217,124
2021-12-31 $29,412,205 284,121
2021-09-30 $24,735,204 268,569
2021-06-30 $22,845,909 279,324
2021-03-31 $20,054,294 301,523
2020-12-31 $21,418,334 318,583
2020-09-30 $18,525,165 313,720
2020-06-30 $17,827,167 320,402
2020-03-31 $20,048,583 384,662