UBS Group AG
Top Portfolio Positions
5,502 positions ·
$502,424,885,278 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 | 3.91% | |
| 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 UTG
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,307,111 | 262,401 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $8,089,337 | 221,141 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $7,939,451 | 200,390 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $6,831,833 | 188,829 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,712,234 | 175,545 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,993,583 | 157,576 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,148,708 | 156,925 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,012,734 | 146,879 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,188,451 | 155,358 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $4,045,548 | 151,292 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $4,029,017 | 163,449 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $5,117,558 | 186,636 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $5,300,048 | 186,753 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,184,321 | 183,386 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $5,204,800 | 191,072 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $5,960,091 | 192,261 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $7,023,898 | 203,179 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $7,685,836 | 218,845 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,368,629 | 224,859 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,252,790 | 211,390 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $7,067,528 | 210,971 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $6,971,481 | 212,610 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $6,634,355 | 212,028 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $5,380,973 | 178,296 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $4,955,608 | 172,369 | Shares | Defined | 2020-05-01 | |
| No 13F history on record for this holder in this stock. | ||||||