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UBS Group AG: 13F portfolio Q2 2026 and what copying it returned
UBS Group AG's 13F for the quarter ended 2026-06-30 (filed Aug 13, 2026): 400 common-share positions, $786.0B reported. Copying each 13F the day after it was filed returned +26.5% from May 15, 2025 to Nov 6, 2026, against +25.1% for SPY.
Copying the 13F
Each 13F bought at the close of the first trading day after it was filed and held, drifting, until the next one; value-weighted over the common-share positions with a price (92.8% of the portfolio on average); 6 filings since May 13, 2025. Price returns for the clone and SPY alike (no dividends, no costs). A 13F lists only US long positions at quarter end, reported up to 45 days later.
Largest holdings (2026-06-30)
| Ticker | Company | Weight | Value | Change in the quarter |
|---|---|---|---|---|
| NVDA | NVIDIA | 2.1% | $16.6B | -0.1% |
| AAPL | Apple | 1.9% | $15.0B | +3.6% |
| MSFT | Microsoft | 1.7% | $13.4B | +8.6% |
| AVGO | Broadcom | 1.2% | $9.5B | +2.0% |
| SPY | SPDR S&P 500 ETF Trust | 1.2% | $9.2B | -0.3% |
| GOOGL | Alphabet | 1.1% | $9.0B | +4.8% |
| AMZN | Amazon.com | 1.0% | $8.2B | -0.5% |
| MU | Micron Technology | 0.9% | $7.0B | +0.7% |
| GOOG | Alphabet | 0.9% | $6.8B | +3.8% |
| IEFA | iShares Core MSCI Eafe ETF | 0.9% | $6.7B | +0.4% |
| JPM | JPMorgan Chase | 0.8% | $6.2B | -1.6% |
| META | Meta Platforms | 0.6% | $4.8B | -7.6% |
| LLY | ELI Lilly | 0.6% | $4.6B | -4.4% |
| TSM | Taiwan Semiconductor Manufacturing | 0.6% | $4.6B | -13.1% |
| VO | Vngrd Mrngstr Md-Cap Etf-Usd | 0.6% | $4.5B | +314.4% |
| V | Visa | 0.5% | $4.4B | +5.4% |
| QQQ | Invesco QQQ Trust Series 1 | 0.5% | $4.2B | -7.0% |
| VONG | Vanguard Russell 1000 Growth | 0.5% | $3.8B | +3.4% |
| AMD | Advanced Micro Devices | 0.4% | $3.6B | -21.3% |
| VONV | Vanguard Russell 1000 Value | 0.4% | $3.5B | +6.0% |
| LRCX | LAM Research | 0.4% | $3.3B | +17.8% |
| VOO | Vanguard S&P 500 ETF | 0.4% | $3.3B | +2.0% |
| CSCO | Cisco Systems | 0.4% | $3.3B | -13.2% |
| ABBV | AbbVie | 0.4% | $3.2B | -8.6% |
Biggest adds
- XLE new
- HON new
- XLU new
- HONA new
- SPCX new
- XLY new
- BINC new
- SPMD new
- FEZ new
- FDXF new
- CBRS new
Biggest cuts
- XLK exit
- XLF exit
- XLI exit
- BIL exit
- XLV exit
- XLC exit
- SPTL exit
- SGOV exit
- XBI exit
- CGDV exit
- XLP exit
Track record
Of 30 position changes scored in 30 separate decisions, 56.7% were on the right side of SPY over the next three months (Disclosures → Smart money).
Open in Disclosures → every quarter, the clone month by month, the smart-money record
Source: SEC Form 13F-HR, filer CIK 1610520. Not investment advice.