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Portfolio (Quarterly) Guide ↗

UBS Group AG

· CIK 0001610520
13F Portfolio $666.3B AUM 22,771 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1524 New 4680 Added 3762 Reduced 1551 Exited
Page 3 of 77  ·  1,524 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CLEANSPARK INC 15,927,000.0 $15.3M 0.00% NEW $0.96
42 LITE PUT LUMENTUM HLDGS INC Technology 20,380.0 $14.3M 0.00% NEW $702.76 +42.6%
43 INTU PUT INTUIT Technology 33,100.0 $14.3M 0.00% NEW $432.38 -12.5%
44 MDA MDA SPACE LTD Technology 543,682.0 $13.8M 0.00% NEW $25.32 +55.0%
45 IEMG CALL ISHARES INC 186,609.0 $13.0M 0.00% NEW $69.75 +14.0%
46 SWK PUT STANLEY BLACK & DECKER INC Industrials 175,000.0 $12.4M 0.00% NEW $71.06 +8.9%
47 CNP CALL CENTERPOINT ENERGY INC Utilities 279,400.0 $12.1M 0.00% NEW $43.16 -1.4%
48 ASST STRIVE INC Communication Services 1,203,422.0 $12.1M 0.00% NEW $10.02 +67.6%
49 PL CALL PLANET LABS PBC Industrials 425,200.0 $11.9M 0.00% NEW $27.95 +54.0%
50 IBIT PUT ISHARES BITCOIN TRUST ETF Financial Services 303,300.0 $11.7M 0.00% NEW $38.42 +16.7%
51 COHR PUT COHERENT CORP Technology 44,500.0 $10.6M 0.00% NEW $238.21 +70.0%
52 MICC PUT MAGNUM ICE CREAM CO NV Consumer Defensive 700,000.0 $10.5M 0.00% NEW $14.95 +0.5%
53 CIFR PUT CIPHER DIGITAL INC Financial Services 799,300.0 $10.3M 0.00% NEW $12.87 +58.0%
54 NVST CALL ENVISTA HOLDINGS CORPORATION Healthcare 400,000.0 $10.1M 0.00% NEW $25.37 -6.0%
55 DHT CALL DHT HOLDINGS INC Energy 553,400.0 $10.1M 0.00% NEW $18.27 -2.3%
56 HUN CALL HUNTSMAN CORP Basic Materials 714,400.0 $9.5M 0.00% NEW $13.31 +7.5%
57 DFTX DEFINIUM THERAPEUTICS INC Healthcare 493,977.0 $9.3M 0.00% NEW $18.90 +13.0%
58 PUT AMCOR PLC 229,120.0 $9.1M 0.00% NEW $39.75
59 TAN PUT INVESCO EXCH TRADED FD TR II 160,000.0 $8.9M 0.00% NEW $55.71 +16.6%
60 DAR CALL DARLING INGREDIENTS INC Consumer Defensive 139,800.0 $8.6M 0.00% NEW $61.85 +1.5%
Page 3 of 77  ·  1,524 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.2%
Financial Services 17.5%
Industrials 11.0%
Healthcare 9.8%
Consumer Cyclical 9.1%
Communication Services 7.5%
Energy 5.5%
Consumer Defensive 4.8%
Basic Materials 2.7%
Utilities 2.7%