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CIK: 0001610520
Total reported value
$786.0B
$786.0B
9112 檔
9.4%
In Q1 2026, UBS Group AG's U.S. equity holdings reached a combined market value of $786.0B, distributed across 9112 disclosed stock positions.
In Q1 2026, UBS Group AG displayed an active expansion posture, initiating 2 new positions and adding to 133 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 9.4% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 9112 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 2.95% | -0.13% | +4.71% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.41% | +0.03% | +5.76% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.23% | -0.07% | +3.72% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.98% | +0.87% | +12.24% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.57% | +0.58% | +57.38% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.37% | +0.24% | +9.65% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.34% | +0.21% | +6.63% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.33% | +0.32% | +4.32% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.05% | -0.17% | +9.16% | |
| 10 | GLD | Spdr Gold Shares | ETF-Commodities | 1.00% | -0.42% | +20.95% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.95% | +0.19% | -1.48% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.94% | -0.08% | +222.61% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.91% | +0.07% | -7.66% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.79% | +0.03% | +28.03% | |
| 15 | UBS | UBS Group AG | Stock-Financials | 0.69% | +0.04% | -19.69% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.68% | -0.08% | -15.06% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.68% | -0.05% | +10.86% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.63% | +1.13% | +11.13% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.61% | — | +0.64% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.58% | -0.01% | +140.63% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | -0.40% | +21.48% | |
| 22 | MU | Micron Technology Inc | Stock-Tech | 0.51% | +1.29% | -8.71% | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 0.51% | -0.08% | +42.79% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.49% | -0.02% | +25.39% | |
| 25 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.48% | -0.22% | +1.02% | |
| 26 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.47% | +0.01% | +671.27% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | -0.11% | +44.10% | |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 0.45% | -0.15% | +4.11% | |
| 29 | AMD | Advanced Micro Devices | Stock-Tech | 0.44% | +0.58% | +2.23% | |
| 30 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.44% | +0.01% | +1080.03% | |
| 31 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.43% | -0.05% | +1285.25% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | — | +16.23% | |
| 33 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.42% | -0.23% | +56.54% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | -0.03% | -0.77% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.40% | -0.06% | -13.60% | |
| 36 | VUG | Vanguard Growth ETF | ETF-Other | 0.40% | — | +8.10% | |
| 37 | VTV | Vanguard Value ETF | ETF-Other | 0.40% | -0.02% | +6.81% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.40% | -0.01% | +162.96% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.39% | +0.07% | +2.50% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.38% | -0.04% | -8.56% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | -0.08% | -1.12% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.37% | -0.07% | +4.05% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.36% | -0.12% | -10.93% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.35% | -0.04% | +13.79% | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.34% | -0.06% | +27.65% | |
| 46 | MS | Morgan Stanley | Stock-Financials | 0.33% | +0.03% | +2.92% | |
| 47 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.33% | -0.10% | +9.20% | |
| 48 | SLB | Slb LTD | Stock-Energy | 0.32% | -0.08% | +63.70% | |
| 49 | MBB | Ishares Mbs ETF | ETF-Other | 0.31% | -0.09% | +1028.44% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.31% | -0.01% | -1.51% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +0.6% | +222.61% | Add |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +57.38% | Add |
| 3 | VONG | Vanguard Russell 1000 Growth | +0.4% | +671.27% | Add |
| 4 | VONV | Vanguard Russell 1000 Value | +0.4% | +1080.03% | Add |
| 5 | USIG | Ishares Broad Usd Investment | +0.4% | +1285.25% | Add |
| 6 | VO | Vanguard Mid-cap ETF | +0.3% | +140.63% | Add |
| 7 | MBB | Ishares Mbs ETF | +0.3% | +1028.44% | Add |
| 8 | IEMG | Ishares Core Msci Emerging | +0.2% | +162.96% | Add |
| 9 | XOM | Exxon Mobil CORP | +0.2% | +21.48% | Add |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +28.03% | Add |
| 11 | GLD | Spdr Gold Shares | +0.2% | +20.95% | Add |
| 12 | SCHB | Schwab US Broad Market ETF | +0.2% | +3330.42% | Add |
| 13 | VTWO | Vanguard Russell 2000 ETF | +0.2% | +734.39% | Add |
| 14 | SLB | Slb LTD | +0.2% | +63.70% | Add |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +56.54% | Add |
| 16 | USHY | Ishares Broad Usd High Yield | +0.1% | +1042.31% | Add |
| 17 | EMB | Ishares Jp Morgan Usd Emergi | +0.1% | +627.29% | Add |
| 18 | VRT | Vertiv Holdings Co-a | +0.1% | +56.27% | Add |
| 19 | IVV | Ishares Core S&p 500 ETF | +0.1% | +44.10% | Add |
| 20 | TXN | Texas Instruments Inc | +0.1% | +46.82% | Add |
| 21 | EWY | Ishares Msci South Korea ETF | +0.1% | +674.06% | Add |
| 22 | NEE | Nextera Energy Inc | +0.1% | +27.65% | Add |
| 23 | LITE | Lumentum Holdings Inc | +0.1% | -5.92% | Trim |
| 24 | IAU | Ishares Gold Trust | +0.1% | +70.80% | Add |
| 25 | LIN | Linde plc | +0.1% | +27.45% | Add |
| 26 | IGV | Ishares Expanded Tech-softwa | +0.1% | +552.38% | Add |
| 27 | MUB | Ishares National Muni Bond E | +0.1% | +211.70% | Add |
| 28 | GEV | GE Vernova Inc | +0.1% | +14.73% | Add |
| 29 | VV | Vanguard Large-cap ETF | +0.1% | +83.57% | Add |
| 30 | ASML | ASML Holding N.V. | +0.1% | +37.38% | Add |
| 31 | XLE | Ss Energy Select Sector | +0.1% | +10.20% | Add |
| 32 | OKE | Oneok Inc | +0.1% | +44.24% | Add |
| 33 | ETN | Eaton Corporation plc | +0.1% | +24.87% | Add |
| 34 | PZA | Invesco National Amt-free Mu | +0.1% | +1038.79% | Add |
| 35 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +50.12% | Add |
| 36 | VT | Vanguard Tot World Stk ETF | +0.1% | +202.00% | Add |
| 37 | SNPS | Synopsys Inc | +0.1% | +132.49% | Add |
| 38 | VGIT | Vanguard Intermediate-term T | +0.1% | +214.06% | Add |
| 39 | DT | Dynatrace Inc | +0.1% | +1615.60% | Add |
| 40 | TJX | Tjx Companies Inc | +0.1% | +31.89% | Add |
| 41 | SBUX | Starbucks CORP | +0.1% | +43.14% | Add |
| 42 | WDC | Western Digital CORP | +0.1% | -7.73% | Trim |
| 43 | PLD | Prologis Inc | +0.1% | +51.27% | Add |
| 44 | COP | Conocophillips | +0.1% | +21.16% | Add |
| 45 | LOGI | Logitech International S.A. | +0.1% | +99.15% | Add |
| 46 | TECK | Teck Resources Ltd-cls B | +0.1% | +66.57% | Add |
| 47 | KRE | Ss Spdr S&p Regional Bank | +0.1% | +123.33% | Add |
| 48 | XLC | Ss Comm Select Sector Spdr | +0.1% | +85.05% | Add |
| 49 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.1% | +1091.11% | Add |
| 50 | ABBV | Abbvie Inc | 0% | +25.39% | Add |
According to official SEC Form 13F filings, UBS Group AG reported a total U.S. public equity portfolio value of $786.0B across 9112 disclosed positions in Q1 2026.
During Q1 2026, UBS Group AG's top holdings by market value included NVDA (3.0%)、AAPL (2.4%)、MSFT (2.2%). The largest single position, NVDA, represented 3.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
AZN
市值: $1.2B
Top Position Liquidated / Trimmed
CYBERARK SOFTWARE LTD. CMN
前期市值: $1.2B
In Q1 2026, UBS Group AG made 200 total portfolio adjustments, initiating 2 new buys, adding to 133 positions, trimming 59 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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