UBS Group AG
Top Portfolio Positions
5,481 positions ·
$499,818,363,211 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 | 3.93% | |
| AAPL |
Apple Inc.
Technology
|
63,227,928 | $16,046,615,837 | 3.21% | |
| MSFT |
Microsoft Corp
Technology
|
40,069,682 | $14,832,594,175 | 2.97% | |
| SPY |
Spdr S&P 500 ETF Trust
|
20,312,766 | $13,210,204,236 | 2.64% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
18,112,381 | $10,454,104,063 | 2.09% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
31,731,965 | $9,124,843,848 | 1.83% | |
| AVGO |
Broadcom Inc.
Technology
|
28,755,685 | $8,900,172,058 | 1.78% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
42,643,317 | $8,881,323,623 | 1.78% | |
| META |
Meta Platforms, Inc.
Communication Services
|
12,214,553 | $6,988,312,201 | 1.40% | |
| GLD |
Spdr Gold Trust
|
15,523,310 | $6,679,525,057 | 1.34% |
Portfolio Trend
Holdings in PTLO
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,726,654 | 326,400 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $2,712,485 | 597,464 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $6,285,098 | 974,434 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $10,676,136 | 914,836 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $9,358,368 | 787,079 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $22,499,087 | 2,393,520 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $12,653,447 | 939,380 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,994,427 | 205,188 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $884,263 | 62,360 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $858,594 | 53,898 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $463,438 | 30,113 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,351,551 | 59,989 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $304,757 | 14,261 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $455,588 | 27,916 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $924,504 | 46,953 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $690,231 | 42,216 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,467,164 | 59,738 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,017,605 | 107,022 | Shares | Defined | 2022-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||