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
Top 5 Holdings
Historical Positions
| Symbol | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| NVDA | 2.1% | 2.2% | 2.3% | 2.6% |
| AAPL | 1.9% | 1.9% | 2.0% | 2.0% |
| MSFT | 1.7% | 1.8% | 2.2% | 2.5% |
| AVGO | 1.2% | 1.1% | 1.3% | 1.2% |
| ETF-SPY | 1.2% | 1.2% | 1.2% | 0.9% |
| GOOGL | 1.1% | 1.0% | 1.1% | 0.9% |
| AMZN | 1.0% | 1.1% | 1.3% | 1.3% |
| MU | 0.9% | - | - | - |
| GOOG | 0.9% | 0.8% | 1.0% | - |
| ETF-IEFA | 0.9% | 0.9% | - | - |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
Sector Analysis
All Holdings
$NVDA
2.1%
$AAPL
1.9%
$MSFT
1.7%
$AVGO
1.2%
$ETF-SPY
1.2%
$GOOGL
1.1%
$AMZN
1.0%
$MU
0.9%
$GOOG
0.9%
$ETF-IEFA
0.9%
$JPM
0.8%
$UBS
0.7%
$META
0.6%
$LLY
0.6%
$TSM
0.6%
$ETF-VO
0.6%
$V
0.6%
$ETF-QQQ
0.5%
$ETF-VONG
0.5%
$AMD
0.5%
$ETF-VONV
0.5%
$LRCX
0.4%
$ETF-VOO
0.4%
$CSCO
0.4%
$ABBV
0.4%
$ETF-VUG
0.4%
$ETF-IEMG
0.4%
$ETF-USIG
0.4%
$ETF-VTV
0.4%
$JNJ
0.4%
$ETF-IVV
0.3%
$INTC
0.3%
$AMAT
0.3%
$ETF-GLD
0.3%
$WMT
0.3%
$COST
0.3%
$TSLA
0.3%
$ETF-IWF
0.3%
$PANW
0.3%
$ETF-XLK
0.3%
$TXN
0.3%
$HD
0.3%
$ETN
0.3%
$GEV
0.3%
$KO
0.3%
$ETF-VEA
0.3%
$MS
0.3%
$GS
0.3%
$BRK.B
0.3%
$NEE
0.3%