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UBS Group AG

CIK
1610520
City
ZURICH
State / Country
V8

Top Portfolio Positions

5,517 positions · $501,884,300,802 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in XP

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Shares Held

Position Value (USD)

32 quarters on record
Report Date Value (USD) Shares
2026-03-31 $28,055,591 1,473,508
2025-12-31 $23,593,049 1,441,237
2025-09-30 $13,347,137 710,332
2025-06-30 $9,261,840 458,507
2025-03-31 $4,359,917 317,085
2024-12-31 $8,428,571 711,272
2024-09-30 $2,081,040 116,000
2024-09-30 $4,151,099 231,388
2024-06-30 $2,040,440 116,000
2024-06-30 $1,102,838 62,697
2024-03-31 $6,071,436 236,611
2024-03-31 $1,760,276 68,600
2023-12-31 $2,002,330 76,806
2023-09-30 $4,827,683 209,444
2023-06-30 $2,805,814 119,600
2023-03-31 $1,787,134 150,559
2022-12-31 $2,424,746 158,067
2022-09-30 $2,086,821 109,775
2022-06-30 $1,942,804 108,174
2022-03-31 $3,112,699 103,412
2021-12-31 $3,128,490 108,855
2021-12-31 $2,126 74
2021-12-31 $1,303,646 45,360
2021-09-30 $4,393,069 109,362
2021-06-30 $299,579 6,879
2021-03-31 $7,472,483 198,367
2021-03-31 $16,338,948 433,739
2021-03-31 $16,338,948 433,739
2020-12-31 $6,484,299 163,456
2020-09-30 $5,194,823 124,606
2020-06-30 $4,808,085 114,451
2020-03-31 $45,060 2,336