UBS Group AG

CIK

1610520

City

ZURICH

State / Country

Stock

SLF — Sun Life Financial 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 SLF

Compact Export CSV

Shares Held

Position Value (USD)

43 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$44,155,345	705,808	+18.1%	Shares	Defined	2026-05-05
2025-12-31	$37,280,067	597,437	+918.0%	Shares	Defined	2026-01-29
2025-09-30	$3,523,160	58,690	-92.5%	Call	Defined	2025-11-13
2025-09-30	$46,913,802	781,506	+1231.6%	Shares	Defined	2025-11-13
2025-06-30	$3,899,950	58,690	-91.5%	Call	Defined	2025-08-14
2025-06-30	$46,027,720	692,667	+19.4%	Shares	Defined	2025-08-14
2025-03-31	$33,219,558	580,153	+888.5%	Shares	Defined	2025-05-13
2025-03-31	$3,360,589	58,690	0.0%	Call	Defined	2025-05-13
2024-12-31	$3,482,664	58,690	-94.6%	Call	Defined	2025-02-14
2024-12-31	$64,417,840	1,085,572	+75.7%	Shares	Defined	2025-02-14
2024-09-30	$35,840,691	617,730	+952.5%	Shares	Defined	2024-11-14
2024-09-30	$3,405,193	58,690	0.0%	Call	Defined	2024-11-14
2024-06-30	$2,875,223	58,690	-91.0%	Call	Defined	2024-08-14
2024-06-30	$32,048,374	654,182	-1.0%	Shares	Defined	2024-08-14
2024-03-31	$36,082,181	661,088	+1026.4%	Shares	Defined	2024-05-13
2024-03-31	$3,203,300	58,690	-91.6%	Call	Defined	2024-05-13
2023-12-31	$36,096,995	696,047	+36.8%	Shares	Defined	2024-02-09
2023-09-30	$24,838,369	508,983	+0.4%	Shares	Defined	2023-11-09
2023-06-30	$26,409,932	506,714	+23.2%	Shares	Defined	2023-08-11
2023-03-31	$19,213,733	411,429	+87.6%	Shares	Defined	2023-05-12
2022-12-31	$10,180,880	219,321	-38.6%	Shares	Defined	2023-02-08
2022-09-30	$14,197,817	357,088	+18.4%	Shares	Defined	2022-11-10
2022-06-30	$13,818,767	301,654	-14.0%	Shares	Defined	2022-08-10
2022-03-31	$19,592,474	350,931	+95.0%	Shares	Defined	2022-05-16
2021-12-31	$10,024,200	180,000	-55.6%	Put	Defined	2022-02-14
2021-12-31	$22,588,529	405,612	+12.2%	Shares	Defined	2022-02-14
2021-09-30	$18,601,848	361,552	+100.9%	Shares	Defined	2021-11-15
2021-09-30	$9,261,000	180,000	+20.0%	Put	Defined	2021-11-15
2021-09-30	$7,717,500	150,000	-16.7%	Call	Defined	2021-11-15
2021-06-30	$9,277,200	180,000	+20.0%	Put	Defined	2021-08-13
2021-06-30	$7,731,000	150,000	-70.8%	Call	Defined	2021-08-13
2021-06-30	$26,454,811	513,287	+185.2%	Shares	Defined	2021-08-13
2021-03-31	$9,099,000	180,000	+20.0%	Put	Defined	2021-05-12
2021-03-31	$7,582,500	150,000	-72.9%	Call	Defined	2021-05-12
2021-03-31	$28,012,735	554,159	+269.4%	Shares	Defined	2021-05-12
2020-12-31	$6,669,000	150,000	-53.4%	Call	Defined	2021-02-11
2020-12-31	$14,296,111	321,550	+37.7%	Shares	Defined	2021-02-11
2020-09-30	$9,510,860	233,510	+55.7%	Shares	Defined	2020-11-12
2020-09-30	$6,109,500	150,000	0.0%	Call	Defined	2020-11-12
2020-06-30	$5,512,500	150,000	-39.6%	Call	Defined	2020-07-31
2020-06-30	$9,132,301	248,498	-2.3%	Shares	Defined	2020-07-31
2020-03-31	$8,161,095	254,319	+69.5%	Shares	Defined	2020-05-01
2020-03-31	$4,813,500	150,000	—	Call	Defined	2020-05-01
No 13F history on record for this holder in this stock.