UBS Group AG holds a diversified book of 9112 stocks worth $563.6B as of Q1 2026 (disclosed May 5, 2026, a ~45-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Amazon.com Inc. Their largest long position is Nvidia Corp at 3% of the equity book. They also disclosed $50.7B in put options (a bearish bet) and $52.0B in call options (bullish), shown separately below and excluded from the equity book.
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Use Arkolith to show UBS Group AG's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
72% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $14.5B | 83.17M | 2.6% | ▲+7.3% Added · +5.7M sh | |
| 2 | Apple Inc COM | $12.7B | 50.02M | 2.3% | ▲+12% Added · +5.5M sh | |
| 3 | Microsoft Corp COM | $12.2B | 33.03M | 2.2% | ▲+18% Added · +5.0M sh | |
| 4 | State STR SPDR S&P 500 ETF T TR UNIT | $8.0B | 12.30M | 1.4% | ▲+13% Added · +1.5M sh | |
| 5 | Broadcom Inc COM | $7.6B | 24.64M | 1.4% | ▲+3.7% Added · +871K sh | |
| 6 | Amazon Com Inc COM | $7.2B | 34.41M | 1.3% | ▼−0.6% Reduced · −198K sh | |
| 7 | Alphabet Inc CAP STK CL A | $6.9B | 24.16M | 1.2% | ▲+8.9% Added · +2.0M sh | |
| 8 | Ishares TR CORE MSCI EAFE | $6.3B | 69.33M | 1.1% | ▲+223% Added · +47.8M sh | |
| 9 | JPMorgan Chase & Co COM | $5.6B | 19.11M | 1.0% | ▲+1.1% Added · +216K sh | |
| 10 | Alphabet Inc CAP STK CL C | $5.3B | 18.53M | 0.9% | ▼−6.7% Reduced · −1.3M sh | |
| 11 | Meta Platforms Inc CL A | $5.3B | 9.24M | 0.9% | ▼−0.4% Reduced · −40K sh | |
| 12 | UBS Group AG SHS | $4.2B | 106.89M | 0.7% | ▼−24% Reduced · −33.6M sh | |
| 13 | Vanguard Index FDS MID CAP ETF | $3.8B | 13.40M | 0.7% | ▲+141% Added · +7.8M sh | |
| 14 | Taiwan Semiconductor Manufac SPONSORED ADS | $3.7B | 11.01M | 0.7% | ▲+51% Added · +3.7M sh | |
| 15 | Eli Lilly & Co COM | $3.7B | 4.04M | 0.7% | ▲+13% Added · +480K sh | |
| 16 | Visa Inc COM CL A | $3.6B | 12.05M | 0.6% | ▲+3.8% Added · +446K sh | |
| 17 | Invesco QQQ TR UNIT SER 1 | $3.5B | 6.12M | 0.6% | ▲+2.6% Added · +158K sh | |
| 18 | Vanguard Scottsdale FDS VNG RUS1000GRW | $3.2B | 28.82M | 0.6% | ▲+671% Added · +25.1M sh | |
| 19 | Ishares TR CORE S&P500 ETF | $3.1B | 4.68M | 0.5% | ▲+44% Added · +1.4M sh | |
| 20 | Abbvie Inc COM | $3.1B | 14.05M | 0.5% | ▲+33% Added · +3.5M sh | |
| 21 | Vanguard Scottsdale FDS VNG RUS1000VAL | $2.9B | 31.31M | 0.5% | ▲12× Added · +28.7M sh | |
| 22 | Ishares TR USD INV GRDE ETF | $2.9B | 56.08M | 0.5% | ▲14× Added · +52.0M sh | |
| 23 | SPDR Gold TR GOLD SHS | $2.8B | 6.58M | 0.5% | ▲+16% Added · +898K sh | |
| 24 | Vanguard Index FDS S&P 500 ETF SHS | $2.8B | 4.68M | 0.5% | ▲+16% Added · +650K sh | |
| 25 | Exxon Mobil Corp COM | $2.7B | 16.12M | 0.5% | ▲+6.7% Added · +1.0M sh | |
| 26 | Vanguard Index FDS GROWTH ETF | $2.7B | 6.07M | 0.5% | ▲+8.1% Added · +454K sh | |
| 27 | Vanguard Index FDS VALUE ETF | $2.6B | 13.50M | 0.5% | ▲+6.8% Added · +861K sh | |
| 28 | Ishares Inc CORE MSCI EMKT | $2.6B | 37.65M | 0.5% | ▲+162% Added · +23.3M sh | |
| 29 | Johnson & Johnson COM | $2.5B | 10.21M | 0.4% | ▲+2.3% Added · +225K sh | |
| 30 | Walmart Inc COM | $2.5B | 20.06M | 0.4% | ▼−15% Reduced · −3.7M sh | |
| 31 | Cisco Sys Inc COM | $2.5B | 32.02M | 0.4% | ▲+8.7% Added · +2.6M sh | |
| 32 | Costco Wholesale Corporation COM | $2.5B | 2.48M | 0.4% | ▼−8.7% Reduced · −236K sh | |
| 33 | Home Depot Inc COM | $2.4B | 7.23M | 0.4% | ▲+4.9% Added · +340K sh | |
| 34 | Netflix Inc. COM | $2.2B | 23.08M | 0.4% | ▲+15% Added · +3.1M sh | |
| 35 | Coca Cola Co COM | $2.2B | 29.00M | 0.4% | ▲+19% Added · +4.6M sh | |
| 36 | Berkshire Hathaway Inc Del CL B NEW | $2.2B | 4.56M | 0.4% | ▲+0.5% Added · +22K sh | |
| 37 | Invesco Exchange Traded FD T S&P500 EQL WGT | $2.2B | 11.34M | 0.4% | ▲+15% Added · +1.5M sh | |
| 38 | Chevron Corporation COM | $2.2B | 10.49M | 0.4% | ▼−9.2% Reduced · −1.1M sh | |
| 39 | NextEra Energy Inc COM | $2.2B | 23.36M | 0.4% | ▲+27% Added · +4.9M sh | |
| 40 | Ishares TR MBS ETF | $2.1B | 21.84M | 0.4% | ▲11× Added · +19.9M sh | |
| 41 | Ishares TR RUS 1000 GRW ETF | $2.1B | 4.82M | 0.4% | ▼−1.5% Reduced · −74K sh | |
| 42 | Micron Technology Inc COM | $2.0B | 6.05M | 0.4% | ▼−28% Reduced · −2.3M sh | |
| 43 | Tesla Inc COM | $2.0B | 5.47M | 0.4% | ▲+36% Added · +1.5M sh | |
| 44 | Oracle Corp COM | $2.0B | 13.42M | 0.4% | ▲+19% Added · +2.1M sh | |
| 45 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $2.0B | 30.67M | 0.3% | ▲+11% Added · +3.1M sh | |
| 46 | Morgan Stanley COM NEW | $2.0B | 11.92M | 0.3% | ▲+12% Added · +1.3M sh | |
| 47 | RTX Corporation COM | $1.9B | 9.90M | 0.3% | ▲+9.7% Added · +876K sh | |
| 48 | Mastercard Incorporated CL A | $1.8B | 3.64M | 0.3% | ▼−7.2% Reduced · −285K sh | |
| 49 | McDonalds Corp COM | $1.8B | 5.68M | 0.3% | ▲+14% Added · +716K sh | |
| 50 | Eaton Corp PLC SHS | $1.7B | 4.86M | 0.3% | ▲+25% Added · +962K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | INVESCO QQQ TRUST SERIES 1QQQ | $4.0B | 6.9M |
| CALL · bullish | INVESCO QQQ TRUST SERIES 1QQQ | $2.9B | 5.1M |
| PUT · bearish | SS SPDR S&P 500 ETF TRUST-USSPY | $2.9B | 4.4M |
| CALL · bullish | NVIDIA CORPNVDA | $2.7B | 15.7M |
| PUT · bearish | NVIDIA CORPNVDA | $2.4B | 13.8M |
| CALL · bullish | SS SPDR S&P 500 ETF TRUST-USSPY | $2.3B | 3.6M |
| PUT · bearish | APPLE INCAAPL | $2.3B | 9.1M |
| CALL · bullish | SPDR GOLD SHARESGLD | $2.3B | 5.3M |
| PUT · bearish | ISHR IBX USD HIYLD CB ETF-UIHYG | $2.0B | 25.2M |
| CALL · bullish | TESLA INCTSLA | $1.7B | 4.5M |
| PUT · bearish | ISHARES RUSSELL 2000 ETFIWM | $1.7B | 6.7M |
| CALL · bullish | MP MATERIALS CORPMP | $1.6B | 34.1M |
| PUT · bearish | SPDR GOLD SHARESGLD | $1.6B | 3.7M |
| PUT · bearish | MICROSOFT CORPMSFT | $1.3B | 3.6M |
| CALL · bullish | ISHARES MSCI EMERGING MARKETEEM | $1.3B | 23.4M |
| CALL · bullish | MICROSOFT CORPMSFT | $1.3B | 3.4M |
| PUT · bearish | ISHARES MSCI EMERGING MARKETEEM | $1.2B | 21.5M |
| CALL · bullish | ISHARES RUSSELL 2000 ETFIWM | $1.2B | 4.9M |
| PUT · bearish | ALPHABET INC-CL AGOOGL | $1.2B | 4.2M |
| PUT · bearish | META PLATFORMS INC-CLASS AMETA | $1.1B | 2.0M |
| CALL · bullish | ROCKET LAB CORPRKLB | $1.1B | 17.4M |
| CALL · bullish | APPLE INCAAPL | $1.0B | 4.1M |
| PUT · bearish | AMAZON.COM INCAMZN | $1.0B | 5.0M |
| CALL · bullish | ALPHABET INC-CL AGOOGL | $983.5M | 3.4M |
| PUT · bearish | TAIWAN SEMICONDUCTOR-SP ADRTSM | $970.1M | 2.9M |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above. Showing the largest 25 of 1296 option legs.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 5, 2026 | 22,771 | $666.3B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 24,019 | $616.7B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 22,854 | $638.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 22,017 | $577.6B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 23,156 | $544.0B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 23,016 | $541.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 22,560 | $459.0B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 21,355 | $404.8B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 13, 2024 | 18,453 | $401.5B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 9, 2024 | 18,527 | $334.1B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 9, 2023 | 17,347 | $290.1B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 11, 2023 | 17,107 | $296.1B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 12, 2023 | 18,413 | $273.6B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 8, 2023 | 20,469 | $267.8B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 10, 2022 | 19,366 | $228.1B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 10, 2022 | 19,057 | $243.5B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 19,884 | $300.0B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 20,787 | $349.1B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 18,647 | $317.6B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 15,199 | $310.2B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 12, 2021 | 14,846 | $301.3B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 11, 2021 | 14,104 | $295.8B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 12, 2020 | 13,785 | $265.3B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Jul 31, 2020 | 13,600 | $236.8B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.