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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 234 of 234  ·  4,680 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4661 NEW HORIZON AIRCRAFT LTD 269.0 $86.0 +173.0 +180.2% $0.32
4662 OIO GROUP 786.0 $78.0 +340.0 +76.2% $0.10
4663 HEARTSCIENCES INC 1,086.0 $71.0 +586.0 +117.2% $0.07
4664 SILVER PEGASUS ACQUISITION C 317.0 $70.0 +4.0 +1.3% $0.22
4665 PMAX POWELL MAX LIMITED Industrials 230.0 $70.0 +94.0 +69.1% $0.30 +948.1%
4666 PERFECT CORP 4,477.0 $67.0 +2K +115.5% $0.01
4667 SURROZEN INC 2,701.0 $43.0 +1K +68.8% $0.02
4668 LANZATECH GLOBAL INC 2,770.0 $39.0 +893.0 +47.6% $0.01
4669 APEX TREAS CORP 166.0 $37.0 +146.0 +730.0% $0.22
4670 HELPORT AI LTD 335.0 $37.0 +274.0 +449.2% $0.11
4671 AXIOM INTELLIGENCE AC CORP 1 200.0 $30.0 +100.0 +100.0% $0.15
4672 OPPFI INC 219.0 $28.0 +11.0 +5.3% $0.13
4673 XOS INC 7,912.0 $24.0 +4K +105.9% $0.00
4674 CELULARITY INC 2,215.0 $22.0 +302.0 +15.8% $0.01
4675 SAVERONE 2014 LTD 1,852.0 $17.0 +950.0 +105.3% $0.01
4676 FLAG SHIP ACQUISITION CORP 163.0 $14.0 +51.0 +45.5% $0.09
4677 KATAPULT HOLDINGS INC 4,571.0 $9.0 +1K +32.9% $0.00
4678 NETCAPITAL INC 300.0 $8.0 +128.0 +74.4% $0.03
4679 NIXXY INC 303.0 $8.0 +100.0 +49.3% $0.03
4680 MCKINLEY ACQUISITION CORP 40.0 $5.0 +10.0 +33.3% $0.12
Page 234 of 234  ·  4,680 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%