UBS Group AG

CIK

1610520

City

ZURICH

State / Country

Stock

WPC — W. P. Carey 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 WPC

Compact Export CSV

Shares Held

Position Value (USD)

39 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$113,170,864	1,665,257	+19.1%	Shares	Defined	2026-05-05
2025-12-31	$90,003,082	1,398,432	-9.6%	Shares	Defined	2026-01-29
2025-09-30	$104,529,571	1,546,982	+6.7%	Shares	Defined	2025-11-13
2025-06-30	$90,411,574	1,449,368	-9.6%	Shares	Defined	2025-08-14
2025-03-31	$101,195,557	1,603,479	-16.2%	Shares	Defined	2025-05-13
2024-12-31	$104,267,907	1,913,875	+31.9%	Shares	Defined	2025-02-14
2024-09-30	$90,430,878	1,451,539	+4.5%	Shares	Defined	2024-11-14
2024-06-30	$76,493,458	1,389,527	-1.4%	Shares	Defined	2024-08-14
2024-03-31	$79,525,426	1,409,026	+25.1%	Shares	Defined	2024-05-13
2023-12-31	$73,012,870	1,126,568	-24.0%	Shares	Defined	2024-02-09
2023-09-30	$78,548,131	1,482,944	+2865.9%	Shares	Defined	2023-11-09
2023-09-30	$2,648,385	50,000	+7042.9%	Call	Defined	2023-11-09
2023-09-30	$37,077	700	0.0%	Put	Defined	2023-11-09
2023-06-30	$46,319	700	-98.6%	Put	Defined	2023-08-11
2023-06-30	$3,308,520	50,000	-96.8%	Call	Defined	2023-08-11
2023-06-30	$103,095,665	1,558,033	+3016.1%	Shares	Defined	2023-08-11
2023-03-31	$3,792,850	50,000	+7042.9%	Call	Defined	2023-05-12
2023-03-31	$53,099	700	-99.9%	Put	Defined	2023-05-12
2023-03-31	$103,492,842	1,364,315	-7.9%	Shares	Defined	2023-05-12
2022-12-31	$113,427,635	1,481,889	+211598.4%	Shares	Defined	2023-02-08
2022-12-31	$53,579	700	-100.0%	Put	Defined	2023-02-08
2022-09-30	$104,062,768	1,522,180	+217354.3%	Shares	Defined	2022-11-10
2022-09-30	$47,855	700	-100.0%	Put	Defined	2022-11-10
2022-06-30	$131,607,195	1,621,663	+1.7%	Shares	Defined	2022-08-10
2022-03-31	$126,296,027	1,595,104	+93729.6%	Shares	Defined	2022-05-16
2021-12-31	$136,616	1,700	-99.9%	Put	Defined	2022-02-14
2021-12-31	$116,866,216	1,454,240	+85443.5%	Shares	Defined	2022-02-14
2021-09-30	$121,614	1,700	-99.9%	Put	Defined	2021-11-15
2021-09-30	$108,301,352	1,513,906	-7.9%	Shares	Defined	2021-11-15
2021-06-30	$120,072,551	1,642,912	+164191.2%	Shares	Defined	2021-08-13
2021-06-30	$73,085	1,000	-99.9%	Put	Defined	2021-08-13
2021-03-31	$117,325,479	1,692,896	+169189.6%	Shares	Defined	2021-05-12
2020-12-31	$69,128	1,000	-99.9%	Put	Defined	2021-02-11
2020-12-31	$117,475,388	1,699,382	+242668.9%	Shares	Defined	2021-02-11
2020-09-30	$44,673	700	-99.9%	Put	Defined	2020-11-12
2020-09-30	$82,463,157	1,292,125	+184489.3%	Shares	Defined	2020-11-12
2020-06-30	$46,381	700	-99.9%	Put	Defined	2020-07-31
2020-06-30	$87,161,994	1,315,482	-8.2%	Shares	Defined	2020-07-31
2020-03-31	$81,505,684	1,432,805	—	Shares	Defined	2020-05-01
No 13F history on record for this holder in this stock.