Institution ranking
UBS Group
Jun 30, 2026 holdings · filed Aug 13, 2026
- 13F value
- $628.8B
- Rank by value
- No. 19 of 8,003
- Stocks held
- 8,929
UBS Group, quarter by quarter
Each quarter-end holding held to the next quarter end · 8 quarters
Above the S&P 500 in 3 of 8 quarters
UBS GroupS&P 500
- Q3 2024+0.6%+2.3%
- Q4 2024−3.4%−4.8%
- Q1 2025+9.6%+10.6%
- Q2 2025+7.7%+7.7%
- Q3 2025+2.0%+2.6%
- Q4 2025−2.3%−4.6%
- Q1 2026+13.9%+14.6%
- Q2 2026−0.5%+2.5%
How it invests
Jun 30, 2026 holdings
- Diversified7.5%
The top 3 stocks make up only 7.5%, under 40%.
- Leveraged ETFs0.0%
Includes leveraged ETFs (such as SOXL or TQQQ): 0.0%.
- Dividend and income ETFs0.2%
Includes dividend or option-income ETFs (such as SCHD or JEPI): 0.2%.
- Cash-like Treasury ETFs0.1%
Includes short-term Treasury ETFs (such as SGOV): 0.1%.
Top 3 stocks' weight7.5%
ETF weight27.4%
Weight in the 50 US stocks Koreans hold most22.4%
By sector
- Technology26.0%
- Industrials11.4%
- Consumer9.7%
- Financials8.4%
- Health care6.6%
- Materials2.5%
- Utilities2.4%
- Energy2.1%
- Real estate1.4%
- Telecom & media1.4%
- Funds & other0.1%
Holdings
Jun 30, 2026 holdings · largest first
| Stock | Weight | From the quarter before |
|---|---|---|
| Nvidia NVDA | 2.6% | Trimmed |
| Alphabet GOOG | 2.5% | Added |
| Apple AAPL | 2.4% | Added |
| Microsoft MSFT | 2.1% | Added |
| Broadcom AVGO | 1.5% | Added |
| SPDR S&P 500 ETF Trust SPY | 1.5% | Trimmed |
| Amazon AMZN | 1.3% | Trimmed |
| Micron Technology MU | 1.1% | Added |
| iShares Core MSCI EAFE ETF IEFA | 1.1% | Added |
| Jpmorgan Chase JPM | 1.0% | Trimmed |
| UBS Group UBS | 0.8% | Added |
| Meta Platforms META | 0.8% | Trimmed |
| ELI Lilly LLY | 0.7% | Trimmed |
| Taiwan Semiconductor Manufacturing TSM | 0.7% | Trimmed |
| Vanguard Morningstar Mid-Cap Index Fund VO | 0.7% | Added |
| Visa V | 0.7% | Added |
| Invesco QQQ Trust QQQ | 0.7% | Trimmed |
| Vanguard Russell 1000 Growth Index Fund VONG | 0.6% | Added |
| Advanced Micro Devices AMD | 0.6% | Trimmed |
| Vanguard Russell 1000 Value Index Fund VONV | 0.6% | Added |
