1y return+19.4%S&P 500 +20.9%
3y return+57.9%S&P 500 +68.5%
5y return+52.3%S&P 500 +74.5%
10y return+171.9%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $272 against $357 in the S&P 500.2
UBS Group AGS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $16.6B | 2.6% | |
| AAPLApple Inc | $15.0B | 2.4% | +3.6% |
| MSFTMicrosoft Corp | $13.4B | 2.1% | +8.6% |
| AVGOBroadcom Inc | $9.5B | 1.5% | +2.0% |
| SPYState Str Spdr S&p 500 Etf T | $9.2B | 1.5% | |
| GOOGLAlphabet Inc | $9.0B | 1.4% | +4.8% |
| AMZNAmazon Com Inc | $8.2B | 1.3% | |
| MUMicron Technology Inc | $7.0B | 1.1% | |
| GOOGAlphabet Inc | $6.8B | 1.1% | +3.8% |
| IEFAIshares Tr | $6.7B | 1.1% | |
| JPMJpmorgan Chase & Co | $6.2B | 1.0% | −1.6% |
| Ubs Group AgCUSIP H42097107 | $5.3B | 0.8% | |
| METAMeta Platforms Inc | $4.8B | 0.8% | −7.6% |
| LLYEli Lilly & Co | $4.6B | 0.7% | −4.4% |
| TSMTaiwan Semiconductor Manufac | $4.6B | 0.7% | −13.1% |
| VOVanguard Index Fds | $4.5B | 0.7% | +3.6% |
| VVisa Inc | $4.4B | 0.7% | +5.4% |
| QQQInvesco Qqq Tr | $4.2B | 0.7% | −7.0% |
| VONGVanguard Scottsdale Fds | $3.8B | 0.6% | +3.4% |
| AMDAdvanced Micro Devices Inc | $3.6B | 0.6% | −21.3% |
| VONVVanguard Scottsdale Fds | $3.5B | 0.6% | +6.0% |
| LRCXLam Research Corp | $3.3B | 0.5% | +17.8% |
| VOOVanguard Index Fds | $3.3B | 0.5% | +2.0% |
| CSCOCisco Sys Inc | $3.3B | 0.5% | −13.2% |
| ABBVAbbvie Inc | $3.2B | 0.5% | −8.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $16.6B |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $9.5B |
| AMATApplied Matls Inc | June 30, 2020 | +1096.1% | $2.7B |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $3.6B |
| PANWPalo Alto Networks Inc | June 30, 2020 | +790.9% | $2.3B |
| TSMTaiwan Semiconductor Manufac | June 30, 2020 | +741.2% | $4.6B |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $4.6B |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $3.3B |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $9.0B |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $6.8B |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $1.0B
- Hologic IncCUSIP 436440101 was $384.7M
- Clearwater Analytics Hldgs ICUSIP 185123106 was $348.5M
- Apellis Pharmaceuticals IncCUSIP 03753U106 was $249.7M
- CTRACoterra Energy Inc was $243.9M
- Amicus TherapeuticCUSIP 03152W109 was $230.8M
- Sealed Air Corp NewCUSIP 81211K100 was $200.2M
- Air Lease CorpCUSIP 00912X302 was $142.6M
- Carnival CorpCUSIP 143658300 was $125.1M
- Csg Sys Intl IncCUSIP 126349109 was $115.1M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.7% | +14.8% |
| March 31, 2026 | −2.5% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +7.6% | +7.8% |
| June 30, 2025 | +9.6% | +10.5% |
| March 31, 2025 | −3.4% | −4.6% |
| December 31, 2024 | +0.6% | +2.1% |
| September 30, 2024 | +5.7% | +5.4% |
| June 30, 2024 | +1.9% | +4.0% |
| March 31, 2024 | +7.8% | +10.0% |
| December 31, 2023 | +10.4% | +11.2% |
| September 30, 2023 | −3.1% | −3.6% |
| June 30, 2023 | +5.2% | +8.3% |
| March 31, 2023 | +5.4% | +7.0% |
| December 31, 2022 | +8.2% | +7.1% |
| September 30, 2022 | −5.9% | −5.3% |
| June 30, 2022 | −15.2% | −16.5% |
| March 31, 2022 | −5.1% | −4.9% |
| December 31, 2021 | +7.5% | +10.7% |
| September 30, 2021 | −1.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: UBS Group AG Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1610520&type=13F-HR&dateb=&owner=include&count=40CIK 1610520
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1610520/000161052026000103/Filed August 13, 2026 · accession 0001610520-26-000103