UBS Group AG

CIK

1610520

City

ZURICH

State / Country

Stock

PFG — Principal Financial Group 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 PFG

Compact Export CSV

Shares Held

Position Value (USD)

33 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$105,134,038	1,166,730	+21.6%	Shares	Defined	2026-05-05
2025-12-31	$84,623,555	959,342	-52.6%	Shares	Defined	2026-01-29
2025-09-30	$167,799,888	2,023,880	+62.3%	Shares	Defined	2025-11-13
2025-06-30	$99,039,915	1,246,883	-15.3%	Shares	Defined	2025-08-14
2025-03-31	$124,212,042	1,472,230	-1.2%	Shares	Defined	2025-05-13
2024-12-31	$115,292,362	1,489,373	+54.0%	Shares	Defined	2025-02-14
2024-09-30	$83,051,124	966,835	+10.6%	Shares	Defined	2024-11-14
2024-06-30	$68,604,914	874,505	-7.2%	Shares	Defined	2024-08-14
2024-03-31	$81,299,358	941,946	+158.3%	Shares	Defined	2024-05-13
2023-12-31	$28,687,171	364,652	+37.6%	Shares	Defined	2024-02-09
2023-09-30	$19,097,179	264,981	-26.5%	Shares	Defined	2023-11-09
2023-06-30	$27,346,612	360,583	+7.1%	Shares	Defined	2023-08-11
2023-03-31	$25,015,516	336,592	+67218.4%	Shares	Defined	2023-05-12
2022-12-31	$41,960	500	-99.8%	Put	Defined	2023-02-08
2022-12-31	$26,177,750	311,937	+53.2%	Shares	Defined	2023-02-08
2022-09-30	$14,690,100	203,605	+28986.4%	Shares	Defined	2022-11-10
2022-09-30	$50,505	700	0.0%	Put	Defined	2022-11-10
2022-06-30	$46,753	700	-99.7%	Put	Defined	2022-08-10
2022-06-30	$15,960,938	238,972	+119386.0%	Shares	Defined	2022-08-10
2022-03-31	$14,682	200	-99.9%	Put	Defined	2022-05-16
2022-03-31	$17,157,163	233,717	+46643.4%	Shares	Defined	2022-05-16
2021-12-31	$36,165	500	-99.8%	Put	Defined	2022-02-14
2021-12-31	$22,804,562	315,285	+78721.2%	Shares	Defined	2022-02-14
2021-09-30	$25,760	400	-99.9%	Put	Defined	2021-11-15
2021-09-30	$23,956,091	371,989	-14.7%	Shares	Defined	2021-11-15
2021-06-30	$27,557,537	436,106	+33446.6%	Shares	Defined	2021-08-13
2021-06-30	$82,147	1,300	+44.4%	Put	Defined	2021-08-13
2021-03-31	$53,964	900	-99.8%	Put	Defined	2021-05-12
2021-03-31	$28,882,011	481,688	-1.6%	Shares	Defined	2021-05-12
2020-12-31	$24,283,697	489,492	+59.4%	Shares	Defined	2021-02-11
2020-09-30	$12,363,412	307,013	+76.0%	Shares	Defined	2020-11-12
2020-06-30	$7,246,443	174,445	+1.1%	Shares	Defined	2020-07-31
2020-03-31	$5,407,653	172,548	—	Shares	Defined	2020-05-01
No 13F history on record for this holder in this stock.