UBS Group AG

Position in XP — XP Inc.

CIK 1610520 ZURICH, V8

Back to XP Full portfolio

Position in XP

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$28,045,296

-$10,295 QoQ

Shares Held

1,724,803

+17.1% QoQ

Ownership

0.348%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#34

of 317 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Common Shares in XP Over Time

Shares Held

Position Value (USD)

Derivatives in XP

reported options exposure · as of Jun 30, 2026

CallValue

$16,260,000

CallShares

1,000,000

PutValue

$2,439,000

PutShares

150,000

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 Capital Markets

Financial Services · as of Jun 30, 2026

UBS Group AG holds $7,722,357,233 across 87 Capital Markets names. XP ranks #27 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	10,529,270	$2,201,038,596
2	GS	Goldman Sachs Group Inc	2,052,126	$2,075,458,667
3	SCHW	Schwab Charles Corp	9,616,749	$887,337,427
4	HOOD	Robinhood Markets, Inc.	3,475,657	$348,538,882
5	IBKR	Interactive Brokers Group, Inc.	3,406,122	$296,468,855
6	CRCL	Circle Internet Group, Inc.	4,146,314	$259,683,644
7	EVR	Evercore Inc.	503,403	$171,881,919
8	LPLA	LPL Financial Holdings Inc.	540,254	$152,178,744

All Filings in XP

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35 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,439,000	150,000	+118.7%	Put	Defined	2026-08-13
2026-06-30	$28,045,296	1,724,803	+17.1%	Shares	Defined	2026-08-13
2026-06-30	$16,260,000	1,000,000	+762.1%	Call	Defined	2026-08-13
2026-03-31	$28,055,591	1,473,508	+2.2%	Shares	Defined	2026-05-05
2025-12-31	$23,593,049	1,441,237	+102.9%	Shares	Defined	2026-01-29
2025-09-30	$13,347,137	710,332	+54.9%	Shares	Defined	2025-11-13
2025-06-30	$9,261,840	458,507	+44.6%	Shares	Defined	2025-08-14
2025-03-31	$4,359,917	317,085	-55.4%	Shares	Defined	2025-05-13
2024-12-31	$8,428,571	711,272	+207.4%	Shares	Defined	2025-02-14
2024-09-30	$2,081,040	116,000	0.0%	Call	Defined	2024-11-14
2024-09-30	$4,151,099	231,388	+269.1%	Shares	Defined	2024-11-14
2024-06-30	$2,040,440	116,000	+156656.8%	Call	Defined	2024-08-14
2024-06-30	$1,102,838	62,697	-73.5%	Shares	Defined	2024-08-14
2024-03-31	$6,071,436	236,611	+208.1%	Shares	Defined	2024-05-13
2024-03-31	$1,760,276	68,600	+51.2%	Put	Defined	2024-05-13
2023-12-31	$2,002,330	76,806	-63.3%	Shares	Defined	2024-02-09
2023-09-30	$4,827,683	209,444	+75.1%	Shares	Defined	2023-11-09
2023-06-30	$2,805,814	119,600	-20.6%	Shares	Defined	2023-08-11
2023-03-31	$1,787,134	150,559	-4.7%	Shares	Defined	2023-05-12
2022-12-31	$2,424,746	158,067	+44.0%	Shares	Defined	2023-02-08
2022-09-30	$2,086,821	109,775	+1.5%	Shares	Defined	2022-11-10
2022-06-30	$1,942,804	108,174	+4.6%	Shares	Defined	2022-08-10
2022-03-31	$3,112,699	103,412	-5.0%	Shares	Defined	2022-05-16
2021-12-31	$3,128,490	108,855	-0.5%	Shares	Defined	2022-02-14
2021-12-31	$2,126	74	-100.0%	Call	Defined	2022-02-14
2021-12-31	$1,303,646	45,360	-89.5%	Put	Defined	2022-02-14
2021-09-30	$4,393,069	109,362	+1489.8%	Shares	Defined	2021-11-15
2021-06-30	$299,579	6,879	-96.5%	Shares	Defined	2021-08-13
2021-03-31	$7,472,483	198,367	+21.4%	Shares	Defined	2021-05-12
2021-03-31	$16,338,948	433,739	—	Put	Defined	2021-05-12
2021-03-31	$16,338,948	433,739	—	Call	Defined	2021-05-12
2020-12-31	$6,484,299	163,456	+31.2%	Shares	Defined	2021-02-11
2020-09-30	$5,194,823	124,606	+8.9%	Shares	Defined	2020-11-12
2020-06-30	$4,808,085	114,451	+4799.4%	Shares	Defined	2020-07-31
2020-03-31	$45,060	2,336	—	Shares	Defined	2020-05-01
No filing history on record for this holder in this stock.