UBS Group AG
Top Portfolio Positions
5,517 positions ·
$501,884,300,802 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 | 3.92% | |
| AAPL |
Apple Inc.
Technology
|
63,227,928 | $16,046,615,837 | 3.20% | |
| MSFT |
Microsoft Corp
Technology
|
40,069,682 | $14,832,594,175 | 2.96% | |
| 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 HRTG
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,328,881 | 203,005 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $8,848,486 | 302,409 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $7,297,842 | 289,827 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $6,053,137 | 242,708 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $704,561 | 48,860 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $349,157 | 28,856 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $331,618 | 27,093 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $164,404 | 23,221 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,949 | 277 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $64,840 | 9,945 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $23,811 | 3,669 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,552 | 663 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,100 | 682 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $18,516 | 8,193 | Shares | Sole | 2022-11-10 | |
| 2022-03-31 | $22,733 | 3,184 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $53,361 | 9,075 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $5,130 | 598 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $65,527 | 5,914 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $30,622 | 3,023 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $19,481 | 1,925 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $149,147 | 11,394 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $274,668 | 25,646 | Shares | Defined | 2020-05-01 | |
| No 13F history on record for this holder in this stock. | ||||||