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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 IDA

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $57,135,243 399,631
2025-12-31 $38,494,616 304,161
2025-09-30 $39,051,381 295,508
2025-06-30 $28,989,609 251,101
2025-03-31 $33,108,753 284,880
2024-12-31 $12,491,140 114,304
2024-09-30 $8,655,435 83,960
2024-06-30 $3,452,417 37,063
2024-03-31 $2,851,721 30,700
2023-12-31 $2,962,674 30,133
2023-09-30 $3,310,339 35,348
2023-06-30 $3,898,902 38,001
2023-03-31 $3,898,578 35,988
2022-12-31 $3,357,909 31,135
2022-09-30 $962,376 9,720
2022-06-30 $1,974,559 18,642
2022-03-31 $1,470,492 12,747
2021-12-31 $3,950,099 34,861
2021-09-30 $2,795,498 27,041
2021-06-30 $1,326,000 13,600
2021-03-31 $9,481,354 94,842
2020-12-31 $1,557,126 16,215
2020-09-30 $1,914,642 23,963
2020-06-30 $666,719 7,631
2020-03-31 $502,685 5,726