13F-HR ·Filed May 5, 2026
13F from UBS (mega_passive)
Actionable Insight • Neutral
Monitor subsequent 13F filings for significant portfolio shifts. Current filing shows no unexpected changes.
Final — all horizons settled through T+60d
UBS ▲ +21.07% at T+60d
NEUTRAL call ✓ call won +21.07% · α vs SPY +18.33% · entry $44.10 → $53.39
T+1d
+2.52%
call +2.52% · α +1.13%
$45.21
settled 5mo ago
T+5d
+1.68%
call +1.68% · α -0.31%
$44.84
settled 5mo ago
T+20d
+9.21%
call +9.21% · α +4.25%
$48.16
settled 4mo ago
T+60d
+21.07%
call +21.07% · α +18.33%
$53.39
settled 2mo ago
Price Chart
Loading chart...
Executive Summary
UBS Group AG filed its 13F-HR for Q1 2026, disclosing its equity holdings as of March 31, 2026. The filing lists a large and diversified portfolio, but without prior quarter data, no material changes or investment thesis can be inferred. This is a routine quarterly disclosure.
Key Facts
- Filing period ended March 31, 2026.
- UBS reports a broad portfolio of U.S. equities, ETFs, and options.
- No prior quarter data provided for comparison.
- Filing is standard for institutional managers.
Financial Impact
No material financial impact identified.
Risk Factors
- Lack of prior quarter data limits analysis of portfolio rotation.
- Large portfolio makes it difficult to identify key trades.
Market Snapshot
Exchange
NYSE
Sector
National Commercial Banks
Analyst Consensus
65% bullish (26 analysts)
Investment Themes
Traditional Finance
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 13F-HR Filing (Primary) | 0001610520-26-000057 |
| Document: 0001610520-26-000057-index.html | 0001610520-26-000057 |
| Document: 0001610520-26-000057.txt | 0001610520-26-000057 |
11 reports for UBS
100% Hit rate best @ T+60▲ +19.89%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 14, 2026 7w ago | 6-K | $53.63 $52.99 | ▼ −1.19% | ▲ +0.80% | $47.78 (−10.92%) |
Jul 29, 2026 9w ago | 6-K | $51.80 $54.52 | ▲ +5.25% | ▲ +0.23% | $47.78 (−7.77%) |
Jul 29, 2026 9w ago | 6-K | $51.80 $54.52 | ▲ +5.25% | ▲ +0.23% | $47.78 (−7.77%) |
Jul 29, 2026 9w ago | 6-K | $51.80 $54.52 | ▲ +5.25% | ▲ +0.23% | $47.78 (−7.77%) |
Jul 29, 2026 9w ago | 6-K | $51.80 $54.52 | ▲ +5.25% | ▲ +0.23% | $47.78 (−7.77%) |
Jul 29, 2026 9w ago | 6-K | $51.80 $54.52 | ▲ +5.25% | ▲ +0.23% | $47.78 (−7.77%) |
May 5, 2026 21w ago | 13F-HR | $44.10 $48.16 | ▲ +9.21% | ▲ +4.25% | $47.78 (+8.33%) |
Apr 29, 2026 22w ago | 6-K | $42.72 $47.16 | ▲ +10.39% | ▲ +4.93% | $47.78 (+11.83%) |
Apr 22, 2026 23w ago | 6-K | $42.40 $45.56 | ▼ −7.45% | ▼ −4.29% | $47.78 (−12.68%) |
Mar 31, 2026 26w ago | 6-K | $38.09 $43.38 | ▲ +13.90% | ▲ +4.47% | $47.78 (+25.43%) |
Showing 10 of 11
US Market Status
Market Open — Closes in 51m
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access