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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 85 of 189  ·  3,762 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 INHIBRX BIOSCIENCES INC 48,137.0 $3.2M -26K -34.7% $67.23
1682 DEUS DBX ETF TR 53,959.0 $3.2M -4K -7.7% $59.89 +7.4%
1683 RF PUT REGIONS FINANCIAL CORP NEW Financial Services 123,600.0 $3.2M -19K -13.1% $26.12 +8.2%
1684 AMT CALL AMERICAN TOWER CORP Real Estate 18,700.0 $3.2M -4K -17.6% $172.58 +7.2%
1685 VIRTUS DIVIDEND INTEREST & P 255,427.0 $3.2M -58K -18.5% $12.61
1686 BITFARMS LTD 1,651,022.0 $3.2M -31K -1.9% $1.95
1687 HZO MARINEMAX INC Consumer Cyclical 118,911.0 $3.2M -6K -4.7% $27.06 +28.0%
1688 KEP KOREA ELEC PWR CORP Utilities 225,363.0 $3.2M -19K -7.9% $14.25 -4.1%
1689 PRTA PROTHENA CORP PLC Healthcare 328,491.0 $3.2M -98K -22.9% $9.72 +3.5%
1690 SFL SFL CORPORATION LTD Industrials 295,893.0 $3.2M -111K -27.2% $10.79 +11.9%
1691 APD CALL AIR PRODUCTS AND CHEMICALS I Basic Materials 10,929.0 $3.2M -1K -9.1% $290.49 -0.3%
1692 HEQT SIMPLIFY EXCHANGE TRADED FUN 100,697.0 $3.2M -12K -10.7% $31.50 +5.9%
1693 CNO CNO FINL GROUP INC Financial Services 77,216.0 $3.2M -69K -47.0% $41.06 +14.6%
1694 RWT REDWOOD TRUST INC Real Estate 563,126.0 $3.2M -3.3M -85.5% $5.61 -5.3%
1695 DQ DAQO NEW ENERGY CORP Technology 148,392.0 $3.2M -42K -21.9% $21.27 -16.0%
1696 ICE PUT INTERCONTINENTAL EXCHANGE IN Financial Services 20,000.0 $3.1M -115K -85.2% $157.28 -4.2%
1697 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 225,986.0 $3.1M -286K -55.9% $13.88 +1.8%
1698 CLF PUT CLEVELAND-CLIFFS INC NEW Basic Materials 370,700.0 $3.1M -1.6M -81.1% $8.45 +41.8%
1699 BBH VANECK ETF TRUST 16,593.0 $3.1M -4K -17.8% $188.02 -2.2%
1700 CDRO CODERE ONLINE LUXEMBOURG S A Consumer Cyclical 370,103.0 $3.1M -53K -12.5% $8.41 +10.6%
Page 85 of 189  ·  3,762 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%