Position in UPBD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,806,144
-$169,150 QoQ
Shares Held
179,366
-18.6% QoQ
Ownership
0.308%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#50
of 260 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in UPBD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026UBS Group AG holds $12,781,784,660 across 211 Software - Application names. UPBD ranks #96 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
22,403,377 | $1,616,627,676 | |
| 2 | CRM |
Salesforce, Inc.
|
6,085,501 | $953,354,582 | |
| 3 | SNOW |
Snowflake Inc.
|
3,385,015 | $861,486,315 | |
| 4 | ADP |
Automatic Data Processing Inc
|
2,574,507 | $576,560,840 | |
| 5 | INTU |
Intuit Inc.
|
2,061,831 | $538,137,891 | |
| 6 | ADBE |
Adobe Inc.
|
2,606,894 | $534,465,405 | |
| 7 | NOW |
ServiceNow, Inc.
|
5,321,142 | $528,282,972 | |
| 8 | DT |
Dynatrace, Inc.
|
11,243,524 | $493,703,137 |
All Filings in UPBD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,806,144 | 179,366 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,975,294 | 220,238 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $1,352,084 | 76,998 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $2,851,336 | 120,666 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,647,295 | 105,470 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,610,633 | 108,958 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,434,533 | 117,742 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,539,709 | 48,131 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,964,707 | 63,997 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,575,891 | 101,559 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,398,528 | 100,045 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,777,719 | 60,364 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $2,547,148 | 81,823 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,541,090 | 62,876 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,641,776 | 117,152 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $1,241,335 | 70,893 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,450,503 | 74,576 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $159,653 | 6,338 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,994,668 | 41,521 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $533,600 | 9,493 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $660,933 | 12,454 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,851,401 | 49,452 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,274,673 | 33,290 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,582,166 | 52,933 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,243,497 | 44,698 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $1,181,297 | 83,543 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||