UBS Group AG

CIK

1610520

City

ZURICH

State / Country

Stock

LPLA — LPL Financial Holdings Inc.

Top Portfolio Positions

5,517 positions · $501,884,300,802 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	112,686,204	$19,652,473,971	3.92%
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 LPLA

Compact Export CSV

Shares Held

Position Value (USD)

27 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$196,707,620	653,883	+52.5%	Shares	Defined	2026-05-05
2025-12-31	$153,138,420	428,755	+27.6%	Shares	Defined	2026-01-29
2025-09-30	$111,826,423	336,128	+45.4%	Shares	Defined	2025-11-13
2025-06-30	$86,654,065	231,096	+46119.2%	Shares	Defined	2025-08-14
2025-03-31	$163,570	500	-99.8%	Call	Defined	2025-05-13
2025-03-31	$68,815,532	210,355	+13.0%	Shares	Defined	2025-05-13
2024-12-31	$60,786,363	186,170	-31.7%	Shares	Defined	2025-02-14
2024-09-30	$63,427,728	272,655	+125.2%	Shares	Defined	2024-11-14
2024-06-30	$33,815,128	121,071	+62.1%	Shares	Defined	2024-08-14
2024-03-31	$19,729,133	74,675	+41.9%	Shares	Defined	2024-05-13
2023-12-31	$11,978,501	52,625	-55.4%	Shares	Defined	2024-02-09
2023-09-30	$28,017,745	117,895	+29.6%	Shares	Defined	2023-11-09
2023-06-30	$19,778,300	90,964	+100.8%	Shares	Defined	2023-08-11
2023-03-31	$9,168,516	45,299	-5.1%	Shares	Defined	2023-05-12
2022-12-31	$10,315,199	47,718	-34.5%	Shares	Defined	2023-02-08
2022-09-30	$15,915,393	72,846	+322.7%	Shares	Defined	2022-11-10
2022-06-30	$3,179,142	17,233	+474.4%	Shares	Defined	2022-08-10
2022-06-30	$553,440	3,000	-95.6%	Call	Defined	2022-08-10
2022-03-31	$12,539,519	68,642	+39.0%	Shares	Defined	2022-05-16
2021-12-31	$7,907,483	49,394	+0.2%	Shares	Defined	2022-02-14
2021-09-30	$7,724,974	49,279	-14.2%	Shares	Defined	2021-11-15
2021-06-30	$7,753,520	57,442	+22.2%	Shares	Defined	2021-08-13
2021-03-31	$6,683,651	47,015	+13.4%	Shares	Defined	2021-05-12
2020-12-31	$4,319,605	41,447	+6.1%	Shares	Defined	2021-02-11
2020-09-30	$2,996,340	39,081	+89.9%	Shares	Defined	2020-11-12
2020-06-30	$1,613,706	20,583	+12.5%	Shares	Defined	2020-07-31
2020-03-31	$996,231	18,303	—	Shares	Defined	2020-05-01
No 13F history on record for this holder in this stock.