Filer Snapshot

UBS Group AG

CIK 0001610520. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

94

Latest filing

07 May 2026

Industry

National Commercial Banks

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$563.52B

9,105 holdings for Q1 2026

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Largest parsed holding

NVDA

$14.51B reported value

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13D/G large stake

Vipshop Holdings Ltd

31 Mar 2026 · 20% ownership

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Source: SEC Schedule 13D/G

SCHEDULE 13G/A filed on 07 May 2026 for CIK 0001610520.

View Source Filing
Identity 4 facts
Ticker(s)
UBS on NYSE
Notable people
Europe Se Ubs, Ubs la Maison de Gestion
Industry
National Commercial Banks (Office Of Finance)
Address
Bahnhofstrasse 45, Zurich, Switzerland, CH-8001
SEC ownership signals 1 fact
Ownership evidence

Filing types are shown separately so 13F portfolio value, 13D/G large stakes, and Forms 3/4/5 owner positions do not get blended into one misleading total.

Latest 13F value

$563.52B

Reported market value from the latest parsed Form 13F portfolio.

Owner filing value

$228.2K

Estimated from parsed Forms 3/4/5 when the filing discloses enough data.

Leading 13F symbols

NVDA, AAPL, MSFT, SPY

Largest visible symbols from the latest parsed Form 13F information table.

Portfolio positions

Top parsed positions across ownership filing types.

VLCN GLST EDBL

13F holdings

Top symbols from the latest parsed Form 13F information table.

NVDA AAPL MSFT SPY AVGO AMZN GOOGL IEFA
+12 moreJPM GOOG META UBS VO TSM LLY V QQQ VONG IVV ABBV

Schedule 13G holdings

Large-stake holdings reported on parsed Schedule 13G filings.

CLX INFN LBRDK FOLD AMRX RPD
+13 moreAMC PAXS TBLD ACPPRA NCA IGI RVPH ADD LDP APEX Tech Acquisition Inc. VIPS Vipshop Holdings Ltd RNLXY
SEC filing record 2 facts
Incorporated in
Switzerland
Fiscal year-end
31 December

Filer intelligence

What SEC filings say about UBS Group AG

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $563.52B across 9,105 reported holdings for Q1 2026.
  • Largest parsed 13F holding: NVDA at $14.51B.
  • 5 recent 13D/G stake rows found; top row is Vipshop Holdings Ltd at 20% ownership.
  • Forms 3/4/5 show insider context for VLCN worth $128.5K.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 9,105 rows

Quarterly institutional portfolio holdings.

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13D/G stakes 5 rows

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 5 rows

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 05 May 2026

Top 5 concentration

9.8%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$55.06B

Compared with $563.52B total 13F value.

Top 5 net change

+$5.44B

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: IEFA · Largest trim: UBS

NVDA AAPL MSFT SPY AVGO Other holdings

NVDA

2.6%

Nvidia Corporation

$14.51B

AAPL

2.3%

Apple Inc

$12.69B

MSFT

2.2%

Microsoft Corp

$12.23B

SPY

1.4%

State Str Spdr S&P 500 Etf T

$8B

AVGO

1.4%

Broadcom Inc

$7.63B

13D/G large-stake context

Vipshop Holdings Ltd

31 Mar 2026 · Class A ordinary shares, par value US$0.0001 per share

20%
Issuer page 13D/G history

RVPH

31 Mar 2026 · Common Stock, par value $0.0001 per share

5.8%
Issuer page 13D/G history

FOLD

31 Mar 2026 · Common Stock, par value $0.01 per share

5.5%
Issuer page 13D/G history

APEX Tech Acquisition Inc.

31 Mar 2026 · Units, each consisting of one ordinary share and one right

5.4%
Issuer page 13D/G history

Forms 3/4/5 insider context

VLCN

05 Jul 2024 · 10% owner

$128.5K
Issuer page Owner page

GLST

21 Feb 2025 · 10% owner

$73K
Issuer page Owner page

EDBL

25 Apr 2024 · 10% owner

$26.7K
Issuer page Owner page

EVF

29 May 2026 · 10% owner

Issuer page Owner page

Latest update

What changed recently for UBS Group AG

Ownership report updated

Latest ownership report period: 29 May 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

29 May 2026

Page type

Ownership filings

Latest period

29 May 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 29 May 2026.

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Benchmark Context

Benchmark context for this company

UBS Group AG has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest ownership report period: 29 May 2026. That gives you a fresh baseline before you compare this company with peers.

  • Latest company facts filing date: 09 Mar 2026.
  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001610520 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
94
First seen
17 Feb 2015
Latest filing
07 May 2026
Entity
Company

Observed form types

13F-HR 13F-HR/A 20-F 3 4 4/A SCHEDULE 13G SCHEDULE 13G/A

Primary evidence

Open SEC filing index UBS Group AG SEC filings UBS Group AG 13F portfolio UBS Group AG 13D/G history UBS Group AG owner filings

Industry context: National Commercial Banks.

Latest Filings

Showing the latest 12 of 94 SEC filings for UBS Group AG.

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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
07 May 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
07 May 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
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SCHEDULE 13G

SCHEDULE 13G filing

Filing date
07 May 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
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SCHEDULE 13G

SCHEDULE 13G filing

Filing date
07 May 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G

SCHEDULE 13G filing

Filing date
07 May 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
05 May 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
01 May 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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20-F

20-F filing

Filing date
09 Mar 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
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SCHEDULE 13G

SCHEDULE 13G filing

Filing date
30 Jan 2026
Reporting date
Not listed
SEC evidence
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Next action
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13F-HR

13F-HR filing

Filing date
29 Jan 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
07 Jan 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
13 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
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