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Equibles

UBS Group AG

Position in NVS — Novartis AG

CIK 1610520 ZURICH, V8
Back to NVS Full portfolio

Position in NVS

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$185,622,614
-$88,281,505 QoQ
Shares Held
1,184,422
-33.9% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#23
of 1,603 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 5% Shared 0% None 95%

Common Shares in NVS Over Time

Shares Held

Position Value (USD)

Derivatives in NVS

reported options exposure · as of Jun 30, 2025
CallValue
$4,247,451
CallShares
35,100
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Drug Manufacturers - General

Healthcare · as of Jun 30, 2026

UBS Group AG holds $17,056,271,930 across 20 Drug Manufacturers - General names. NVS ranks #12 (1.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LLY
ELI LILLY & Co
 3,865,931 $4,636,914,000
2 ABBV
AbbVie Inc.
 12,845,120 $3,232,345,993
3 JNJ
Johnson & Johnson
 11,036,891 $2,803,039,201
4 MRK
Merck & Co., Inc.
 13,744,783 $1,766,204,613
5 AMGN
Amgen Inc
 3,308,695 $1,198,144,628
6 AZN
Astrazeneca PLC
 5,297,462 $1,004,504,738
7 GILD
Gilead Sciences, Inc.
 4,503,294 $568,946,162
8 BMY
Bristol Myers Squibb Co
 8,876,439 $511,460,413

All Filings in NVS

Export CSV
47 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $185,622,614 1,184,422
2026-03-31 $273,904,119 1,793,153
2025-12-31 $187,678,844 1,361,274
2025-09-30 $205,457,533 1,602,133
2025-06-30 $164,189,511 1,356,826
2025-06-30 $4,247,451 35,100
2025-03-31 $189,928,695 1,703,702
2025-03-31 $9,141,360 82,000
2024-12-31 $165,184,792 1,697,511
2024-09-30 $157,556,810 1,369,821
2024-09-30 $3,450,600 30,000
2024-06-30 $6,451,476 60,600
2024-06-30 $147,239,075 1,383,046
2024-06-30 $1,596,900 15,000
2024-03-31 $149,615,965 1,546,738
2023-12-31 $167,760,846 1,661,492
2023-09-30 $1,354,738 13,300
2023-09-30 $189,119,080 1,856,657
2023-06-30 $5,883,053 58,300
2023-06-30 $181,461,507 1,798,251
2023-03-31 $173,427,544 1,885,082
2022-12-31 $154,224 1,700
2022-12-31 $189,105,203 2,084,493
2022-09-30 $178,093,176 2,343,023
2022-09-30 $129,217 1,700
2022-06-30 $220,309,523 2,606,288
2022-06-30 $50,718 600
2022-03-31 $278,788,856 3,177,081
2022-03-31 $17,550 200
2021-12-31 $365,528,381 4,178,900
2021-12-31 $192,434 2,200
2021-12-31 $7,058,829 80,700
2021-09-30 $368,834,259 4,510,079
2021-09-30 $179,916 2,200
2021-06-30 $434,278,311 4,759,736
2021-06-30 $200,728 2,200
2021-03-31 $430,089,712 5,031,466
2021-03-31 $119,672 1,400
2020-12-31 $521,532,261 5,522,951
2020-12-31 $254,961 2,700
2020-09-30 $173,920 2,000
2020-09-30 $578,475,658 6,652,204
2020-06-30 $589,696,357 6,751,733
2020-06-30 $43,670 500
2020-03-31 $41,225 500
2020-03-31 $610,201,236 7,400,864
2020-03-31 $840,990 10,200

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