UBS Group AG

CIK

1610520

City

ZURICH

State / Country

Stock

UPST — Upstart Holdings, Inc.

Top Portfolio Positions

5,517 positions · $501,884,300,802 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	112,686,204	$19,652,473,971	3.92%
AAPL	Apple Inc. Technology	63,227,928	$16,046,615,837	3.20%
MSFT	Microsoft Corp Technology	40,069,682	$14,832,594,175	2.96%
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 UPST

Compact Export CSV

Shares Held

Position Value (USD)

37 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,618,750	375,000	-57.5%	Put	Defined	2026-05-05
2026-03-31	$22,619,886	881,867	+879.9%	Shares	Defined	2026-05-05
2025-12-31	$3,935,700	90,000	-86.0%	Put	Defined	2026-01-29
2025-12-31	$28,080,649	642,137	+966.7%	Shares	Defined	2026-01-29
2025-12-31	$2,632,546	60,200	-33.1%	Call	Defined	2026-01-29
2025-09-30	$4,572,000	90,000	+500.0%	Put	Defined	2025-11-13
2025-09-30	$762,000	15,000	-98.2%	Call	Defined	2025-11-13
2025-09-30	$41,927,676	825,348	+0.6%	Shares	Defined	2025-11-13
2025-06-30	$53,041,607	820,062	+8.2%	Shares	Defined	2025-08-14
2025-03-31	$34,887,285	757,925	+34.9%	Shares	Defined	2025-05-13
2024-12-31	$34,605,045	562,044	+19.8%	Shares	Defined	2025-02-14
2024-09-30	$18,775,250	469,264	+20.8%	Shares	Defined	2024-11-14
2024-06-30	$9,166,717	388,585	+225.3%	Shares	Defined	2024-08-14
2024-03-31	$3,211,876	119,445	+43.1%	Shares	Defined	2024-05-13
2023-12-31	$3,410,420	83,466	+734.7%	Shares	Defined	2024-02-09
2023-12-31	$408,600	10,000	-67.7%	Call	Defined	2024-02-09
2023-09-30	$884,568	30,994	+209.9%	Shares	Defined	2023-11-09
2023-09-30	$285,400	10,000	-89.8%	Call	Defined	2023-11-09
2023-06-30	$3,493,766	97,564	+95.1%	Shares	Defined	2023-08-11
2023-03-31	$794,500	50,000	-47.1%	Put	Defined	2023-05-12
2023-03-31	$1,501,572	94,498	+22.0%	Shares	Defined	2023-05-12
2022-12-31	$1,023,915	77,452	+674.5%	Shares	Defined	2023-02-08
2022-09-30	$207,900	10,000	-91.9%	Put	Defined	2022-11-10
2022-09-30	$2,578,042	124,004	-24.5%	Shares	Defined	2022-11-10
2022-06-30	$5,196,271	164,335	+2783.1%	Shares	Defined	2022-08-10
2022-03-31	$621,813	5,700	-96.7%	Put	Defined	2022-05-16
2022-03-31	$18,658,861	171,041	+3486.5%	Shares	Defined	2022-05-16
2022-03-31	$520,250	4,769	-92.7%	Call	Defined	2022-05-16
2021-12-31	$9,832,379	64,986	+64886.0%	Shares	Defined	2022-02-14
2021-12-31	$15,130	100	0.0%	Put	Defined	2022-02-14
2021-09-30	$31,644	100	-99.8%	Put	Defined	2021-11-15
2021-09-30	$18,513,637	58,506	+58406.0%	Shares	Defined	2021-11-15
2021-06-30	$12,490	100	-99.8%	Put	Defined	2021-08-13
2021-06-30	$6,388,884	51,152	+566.6%	Shares	Defined	2021-08-13
2021-03-31	$988,742	7,673	+8.1%	Shares	Defined	2021-05-12
2021-03-31	$914,906	7,100	+758.5%	Put	Defined	2021-05-12
2020-12-31	$33,700	827	—	Shares	Sole	2021-02-11
No 13F history on record for this holder in this stock.