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 UPLD
Shares Held
Position Value (USD)
31 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,029 | 33,077 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $71,431 | 49,953 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $121,143 | 51,116 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $386,980 | 198,452 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $123,709 | 43,255 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $318,360 | 73,355 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $81,865 | 32,878 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $129 | 52 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $38,599 | 12,492 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $17,372 | 4,107 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $14,091 | 3,050 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $159,145 | 44,207 | Shares | Sole | 2023-08-11 | |
| 2023-06-30 | $180,000 | 50,000 | Put | Sole | 2023-08-11 | |
| 2023-06-30 | $180,000 | 50,000 | Call | Sole | 2023-08-11 | |
| 2023-03-31 | $215,000 | 50,000 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $178,600 | 41,535 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $215,000 | 50,000 | Call | Defined | 2023-05-12 | |
| 2022-12-31 | $207,482 | 29,100 | Shares | Defined | 2023-02-08 | |
| 2022-12-31 | $356,500 | 50,000 | Call | Defined | 2023-02-08 | |
| 2022-12-31 | $356,500 | 50,000 | Put | Defined | 2023-02-08 | |
| 2022-09-30 | $80,534 | 9,906 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $35,312 | 2,432 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $77,747 | 4,415 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $245,741 | 13,698 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $63,969 | 1,913 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $46,027 | 1,118 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $340,050 | 7,206 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $393,643 | 8,578 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $97,869 | 2,596 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $76,958 | 2,214 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $409,272 | 15,260 | Shares | Defined | 2020-05-01 | |
| No 13F history on record for this holder in this stock. | ||||||