UBS Group AG

CIK

1610520

City

ZURICH

State / Country

Stock

HRB — H&R Block Inc

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 HRB

Compact Export CSV

Shares Held

Position Value (USD)

28 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$29,667,218	934,695	-0.0%	Shares	Defined	2026-05-05
2025-12-31	$40,743,681	934,917	+19.2%	Shares	Defined	2026-01-29
2025-09-30	$39,656,891	784,198	+3.7%	Shares	Defined	2025-11-13
2025-06-30	$41,526,808	756,546	+2.3%	Shares	Defined	2025-08-14
2025-03-31	$40,608,963	739,555	-10.2%	Shares	Defined	2025-05-13
2024-12-31	$43,513,263	823,491	+375.5%	Shares	Defined	2025-02-14
2024-09-30	$11,006,286	173,191	-34.2%	Shares	Defined	2024-11-14
2024-06-30	$14,265,417	263,054	+9.0%	Shares	Defined	2024-08-14
2024-03-31	$11,850,439	241,304	+221.7%	Shares	Defined	2024-05-13
2023-12-31	$3,627,750	75,000	+87.5%	Put	Defined	2024-02-09
2023-12-31	$1,934,800	40,000	-81.8%	Call	Defined	2024-02-09
2023-12-31	$10,655,570	220,293	-40.5%	Shares	Defined	2024-02-09
2023-09-30	$15,935,170	370,069	+26.7%	Shares	Defined	2023-11-09
2023-06-30	$9,309,767	292,117	-53.6%	Shares	Defined	2023-08-11
2023-03-31	$22,208,169	630,019	+59.6%	Shares	Defined	2023-05-12
2022-12-31	$14,408,378	394,642	+25.0%	Shares	Defined	2023-02-08
2022-09-30	$13,430,557	315,716	-15.6%	Shares	Defined	2022-11-10
2022-06-30	$13,216,284	374,187	-15.3%	Shares	Defined	2022-08-10
2022-03-31	$11,504,419	441,798	+2.7%	Shares	Defined	2022-05-16
2021-12-31	$10,132,966	430,092	-8.6%	Shares	Defined	2022-02-14
2021-09-30	$11,766,025	470,641	-20.3%	Shares	Defined	2021-11-15
2021-06-30	$13,861,089	590,336	-6.1%	Shares	Defined	2021-08-13
2021-03-31	$13,704,721	628,657	+110.0%	Shares	Defined	2021-05-12
2020-12-31	$4,747,674	299,349	-22.7%	Shares	Defined	2021-02-11
2020-09-30	$6,304,994	387,047	+1582.8%	Shares	Defined	2020-11-12
2020-06-30	$328,440	23,000	-93.9%	Call	Defined	2020-07-31
2020-06-30	$5,377,248	376,558	+156.1%	Shares	Defined	2020-07-31
2020-03-31	$2,070,365	147,043	—	Shares	Defined	2020-05-01
No 13F history on record for this holder in this stock.