UBS Group AG

Q1 2026 13F-HR Holdings

Location
Zurich, V8
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
10,408
Total value ($000)
$666,317,424
Net value change ($000)
+49,634,785 (8.0%)
New positions
1175
Sold out positions
1145
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 1/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IEFA 4,354,116 226.5%
VONG 2,706,653 594.9%
VONV 2,690,196 1098.4%
USIG 2,663,392 1270.8%
VO 2,231,880 138.1%
MBB 1,889,178 1025.2%
IEMG 1,658,714 171.5%
TSM 1,505,105 68.0%
SCHB 1,180,614 3182.6%
AZN 1,179,654 NEW
Top Reduces (Value $000, Stocks/ETFs)
UBS GROUP AG -2,329,910 -35.8%
MSFT -1,334,291 -9.8%
GOOGL -915,712 -14.7%
CYBR -850,915 -100.0%
META -839,339 -13.7%
AMZN -821,631 -10.3%
AVGO -600,456 -7.3%
APP -505,115 -41.1%
BSX -487,809 -34.4%
JPM -466,640 -7.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 102,733,674 (15.4% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type