UBS Group AG

CIK 0001610520 · Q2 2026

13F Equity AUM

$785.9B

+18.0% QoQ

Positions

9,044

-5163 QoQ

AUM Rank

#157

Top 1%

Skill Alpha (FF)

-0.9%/yr^ns

No Clear Edge

Rank #3,604 · Top 44%

vs S&P -1.5%/yr (unadj.)

Quarters Tracked

~11 years

Portfolio Concentration

Top 5: 12.4%Top 10: 20.8%Top 20: 29.1%

SPY2.9%

NVDA2.8%

AAPL2.4%

MSFT2.2%

NDQ2.1%

MU1.8%

LLY1.8%

AMZN1.6%

GOOGL1.6%

AVGO1.6%

Others (5145)79.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 5155Median: 0.00%Avg: 0.02%

0–0.5%

5132(69.2%)

0.5–1%

11(7.9%)

1–3%

12(22.9%)

3–5%

0(0.0%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 0Unique: 5,155vs 20 funds

0%Low

5,155

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Loading overlap analysis...

Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...