UBS Group

UBS Group

Period

Q2 2026

Portfolio Date

Jun 30, 2026

Stocks Held

8,375

Market Value

$627.8B

Holdings Value Trend

Q3 2024

Q4 2024

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Q1 2026

Q2 2026

Historical Positions

SymbolQ2 2026Q1 2026Q4 2025Q3 2025
NVDA2.1%2.2%2.3%2.6%
AAPL1.9%1.9%2.0%2.0%
MSFT1.7%1.8%2.2%2.5%
AVGO1.2%1.1%1.3%1.2%
ETF-SPY1.2%1.2%1.2%0.9%
GOOGL1.1%1.0%1.1%0.9%
AMZN1.0%1.1%1.3%1.3%
MU0.9%---
GOOG0.9%0.8%1.0%-
ETF-IEFA0.9%0.9%--

Post-Filing Contributors

Price change since reported price, ranked by portfolio contribution

MSFT+28.99%
NVDA+8.38%
AMZN+9.13%
AVGO-3.63%
APH+73.67%

Post-Filing Detractors

Price change since reported price, ranked by portfolio contribution

MU-15.59%
LRCX-28.34%
INTC-34.02%
AMAT-31.37%
AMD-19.19%

Sector Analysis

Energy4.0%
Others3.2%
Materials2.6%
Utilities2.3%
Financials13.5%
Healthcare9.7%
Technology32.2%
Industrials11.2%