Q2 2026 13F · SEC CIK 1610520

UBS Group AG

Bank & trustFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $628.8B
Reported positions: 8,917
Top holdings a year, 3 yrs: +27.4%
Average holding period: 8.2 yrs

UBS Group AG is a bank & trust that reported 8,917 positions worth $628.8B in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Nvidia Corporation (NVDA, 2.6%), Apple Inc (AAPL, 2.4%), Microsoft Corp (MSFT, 2.1%). A portfolio copying its top holdings returned 27.4% a year over the last 3 years, against 20.4% for the S&P 500.

UBS Group AG holdings largest 50 of 8,917 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

UBS Group AG 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation	2.6%	2.6%	83,070,573	-0.1%	$16.6B
AAPLApple Inc	2.4%	2.3%	51,802,076	+3.6%	$15.0B
MSFTMicrosoft Corp	2.1%	2.2%	35,883,844	+8.6%	$13.4B
AVGOBroadcom Inc	1.5%	1.4%	25,139,967	+2.0%	$9.5B
SPYState Str Spdr S&p 500 ETF T	1.5%	1.4%	12,268,155	-0.3%	$9.2B
GOOGLAlphabet Inc	1.4%	1.2%	25,323,537	+4.8%	$9.0B
AMZNAmazon Com Inc	1.3%	1.3%	34,232,599	-0.5%	$8.2B
MUMicron Technology Inc	1.1%	0.4%	6,091,903	+0.7%	$7.0B
GOOGAlphabet Inc	1.1%	0.9%	19,222,797	+3.8%	$6.8B
IEFAIshares Tr	1.1%	1.1%	69,612,813	+0.4%	$6.7B
JPMJpmorgan Chase & Co	1.0%	1.0%	18,807,767	-1.6%	$6.2B
UBSUbs Group AG	0.8%	0.7%	107,137,265	+0.2%	$5.3B
METAMeta Platforms Inc	0.8%	0.9%	8,543,093	-7.6%	$4.8B
LLYEli Lilly & Co	0.7%	0.7%	3,865,931	-4.4%	$4.6B
TSMTaiwan Semiconductor Manufac	0.7%	0.7%	9,567,964	-13.1%	$4.6B
VOVanguard Index Fds	0.7%	0.7%	55,523,351	+314.4%	$4.5B
VVisa Inc	0.7%	0.6%	12,696,659	+5.4%	$4.4B
QQQInvesco Qqq Tr	0.7%	0.6%	5,688,712	-7.0%	$4.2B
VONGVanguard Scottsdale Fds	0.6%	0.6%	29,798,193	+3.4%	$3.8B
AMDAdvanced Micro Devices Inc	0.6%	—	6,154,993	—	$3.6B
VONVVanguard Scottsdale Fds	0.6%	0.5%	33,203,874	+6.0%	$3.5B
LRCXLam Research Corp	0.5%	—	7,688,281	—	$3.3B
VOOVanguard Index Fds	0.5%	0.5%	4,773,701	+2.0%	$3.3B
CSCOCisco Sys Inc	0.5%	0.4%	27,793,346	-13.2%	$3.3B
ABBVAbbvie Inc	0.5%	0.5%	12,845,120	-8.6%	$3.2B
VUGVanguard Index Fds	0.5%	0.5%	36,061,562	+494.2%	$3.1B
IEMGIshares Inc	0.5%	0.5%	37,283,050	-1.0%	$3.1B
USIGIshares Tr	0.5%	0.5%	58,744,213	+4.8%	$3.0B
VTVVanguard Index Fds	0.5%	0.5%	13,657,773	+1.1%	$3.0B
JNJJohnson & Johnson	0.4%	0.4%	11,036,891	+8.1%	$2.8B
IVVIshares Tr	0.4%	0.5%	3,653,598	-22.0%	$2.7B
INTCIntel Corp	0.4%	—	19,502,935	—	$2.7B
AMATApplied Matls Inc	0.4%	—	3,718,754	—	$2.7B
GLDSpdr Gold Tr	0.4%	0.5%	7,097,437	+7.8%	$2.6B
WMTWalmart Inc	0.4%	0.4%	22,447,440	+11.9%	$2.5B
COSTCostco Wholesale Corporation	0.4%	0.4%	2,675,980	+7.9%	$2.5B
TSLATesla Inc	0.4%	0.4%	5,723,603	+4.6%	$2.4B
IWFIshares Tr	0.4%	0.4%	18,729,649	+288.5%	$2.3B
PANWPalo Alto Networks Inc	0.4%	—	6,758,096	—	$2.3B
XLKSelect Sector Spdr Tr	0.4%	—	11,901,128	—	$2.3B
TXNTexas Instrs Inc	0.4%	—	7,514,305	—	$2.2B
HDHome Depot Inc	0.4%	0.4%	6,350,453	-12.1%	$2.2B
ETNEaton Corp PLC	0.4%	0.3%	5,243,158	+8.0%	$2.2B
GEVGe Vernova Inc	0.4%	—	1,889,093	—	$2.2B
KOCoca Cola Co	0.4%	0.4%	27,146,359	-6.4%	$2.2B
VEAVanguard Ftse Developed Markets Index Fu	0.3%	0.3%	30,895,904	+0.8%	$2.2B
MSMorgan Stanley	0.3%	0.3%	10,529,270	-11.7%	$2.2B
GSGoldman Sachs Group Inc	0.3%	—	2,052,126	—	$2.1B
BRK-BBerkshire Hathaway Inc Del	0.3%	0.4%	4,139,212	-9.3%	$2.1B
NEENextera Energy Inc	0.3%	0.4%	23,325,362	-0.1%	$2.0B

What UBS Group AG bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.5% /yr; S&P 500 +20.1%
3 years: +27.4% /yr; S&P 500 +20.4%
5 years: +16.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$628.8B	8,917
Q1 2026	$563.3B	8,996
Q4 2025	$504.6B	8,981
Q3 2025	$511.5B	8,796
Q2 2025	$477.9B	8,777
Q1 2025	$451.5B	8,760
Q4 2024	$446.0B	8,569
Q3 2024	$357.0B	8,169
Q2 2024	$325.5B	8,239
Q1 2024	$303.0B	8,047
Q4 2023	$248.6B	7,966
Q3 2023	$218.2B	8,233

Questions about UBS Group AG's portfolio

What stocks does UBS Group AG own?

UBS Group AG's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 8,917 positions worth $628.8B. The largest are Nvidia Corporation (NVDA) at 2.6%, Apple Inc (AAPL) at 2.4%, Microsoft Corp (MSFT) at 2.1%, Broadcom Inc (AVGO) at 1.5% and State Str Spdr S&p 500 ETF T (SPY) at 1.5%.

What did UBS Group AG buy last quarter?

In Q2 2026, UBS Group AG added Vanguard Index Fds (VUG) (+494.2% shares), Vanguard Index Fds (VO) (+314.4% shares) and Ishares Tr (IWF) (+288.5% shares), compared with its Q1 2026 filing.

What did UBS Group AG sell last quarter?

In Q2 2026, UBS Group AG cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Netflix Inc. (NFLX), cut from its top 50 Invesco Exchange Traded Fd T (RSP), cut from its top 50 Chevron Corporation (CVX), cut from its top 50 Ishares Tr (MBB), Ishares Tr (IVV) (-22.0% shares), Cisco Sys Inc (CSCO) (-13.2% shares) and Taiwan Semiconductor Manufac (TSM) (-13.1% shares), compared with its Q1 2026 filing.

How has UBS Group AG's portfolio performed?

A portfolio copying UBS Group AG's 20 largest 13F holdings each quarter, from the day each filing was public, returned +27.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.5% against +20.1%. Over 5 years: +16.1% a year against +11.6%.

When is UBS Group AG's next 13F filing due?

13F filings are due 45 days after each quarter ends. UBS Group AG's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.