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Equibles

UBS Group AG

Position in WMT — Walmart Inc.

CIK 1610520 ZURICH, V8
Back to WMT Full portfolio

Position in WMT

as of Mar 31, 2026 · filed May 5, 2026
Position Value
$2,492,699,366
-$149,742,616 QoQ
Shares Held
20,057,124
-15.4% QoQ
Ownership
0.252%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 35.563722894668246.ToString("F0")% Shared 0.ToString("F0")% None 64.43627710533175.ToString("F0")%

Common Shares in WMT Over Time

Shares Held

Position Value (USD)

Derivatives in WMT

reported options exposure · as of Mar 31, 2026
CallValue
$66,962,064
CallShares
538,800
PutValue
$119,221,804
PutShares
959,300

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Discount Stores

Consumer Defensive · as of Mar 31, 2026

UBS Group AG holds $6,058,167,732 across 9 Discount Stores names. WMT ranks #1 (41.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WMT
Walmart Inc.
This page 		20,057,124 $2,492,699,366
2 COST
Costco Wholesale Corp /New
 2,480,387 $2,471,532,014
3 TGT
Target Corp
 3,257,036 $394,752,761
4 DG
Dollar General Corp
 1,863,594 $221,264,513
5 DLTR
Dollar Tree, Inc.
 1,788,938 $195,906,598
6 OLLI
Ollie's Bargain Outlet Holdings, Inc.
 1,662,995 $153,062,059
7 BJ
BJ's Wholesale Club Holdings, Inc.
 885,885 $87,188,800
8 PSMT
Pricesmart Inc
 174,499 $26,262,099

All Filings in WMT

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $119,221,804 959,300
2026-03-31 $2,492,699,366 20,057,124
2026-03-31 $66,962,064 538,800
2025-12-31 $2,642,441,982 23,718,176
2025-12-31 $47,416,096 425,600
2025-12-31 $89,562,499 803,900
2025-09-30 $59,203,847 574,460
2025-09-30 $110,026,856 1,067,600
2025-09-30 $1,883,122,310 18,272,097
2025-06-30 $65,161,569 666,410
2025-06-30 $118,206,242 1,208,900
2025-06-30 $1,934,279,262 19,781,952
2025-03-31 $1,827,987,429 20,822,274
2025-03-31 $181,781,134 2,070,636
2025-03-31 $91,911,389 1,046,946
2024-12-31 $102,312,340 1,132,400
2024-12-31 $206,811,150 2,289,000
2024-12-31 $1,875,508,331 20,758,255
2024-09-30 $1,490,334,027 18,456,149
2024-09-30 $214,576,975 2,657,300
2024-09-30 $114,414,675 1,416,900
2024-06-30 $1,291,461,599 19,073,425
2024-06-30 $66,161,607 977,132
2024-06-30 $98,281,065 1,451,500
2024-03-31 $130,797,546 2,173,800
2024-03-31 $1,048,338,114 17,422,937
2024-03-31 $87,772,385 1,458,740
2023-12-31 $46,072,056 876,728
2023-12-31 $79,729,280 1,517,208
2023-12-31 $244,731,966 4,657,126
2023-09-30 $76,105,356 1,427,600
2023-09-30 $266,482,132 4,998,727
2023-09-30 $35,818,989 671,900
2023-06-30 $40,651,961 775,900
2023-06-30 $65,868,856 1,257,200
2023-06-30 $235,103,823 4,487,288
2023-03-31 $243,885,983 4,962,075
2023-03-31 $101,042,570 2,055,800
2023-03-31 $46,667,925 949,500
2022-12-31 $41,880,010 886,100
2022-12-31 $90,608,471 1,917,100
2022-12-31 $232,300,435 4,915,028
2022-09-30 $24,872,117 575,300
2022-09-30 $46,916,776 1,085,200
2022-09-30 $182,487,841 4,221,002
2022-06-30 $30,099,180 742,700
2022-06-30 $23,910,753 590,000
2022-06-30 $198,215,030 4,890,974
2022-03-31 $33,531,820 675,500
2022-03-31 $204,415,332 4,117,956

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