UBS Group AG AAPL — APPLE INC

Ownership history in UBS Group AG  ·  138 quarters on record

AI Ownership Summary

UBS Group AG reported APPLE INC (AAPL) in 138 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.0% in 2024 Q3. The latest visible filing shows AAPL at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AAPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was UBS Group AG's position in APPLE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AAPL was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AAPL stock page UBS Group AG fund profile UBS Group AG full holdings
How UBS Group AG held AAPL — position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 30 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 4,120,567 -4,971,133 -54.7% 0.16% $1.05B 2026-05-05 $284.18
2026 Q1 REDUCED — — — 9,091,700 -40,923,961 -81.8% 0.35% $2.31B 2026-05-05 $284.18
2026 Q1 ADDED — — — 50,015,661 +44,574,274 +819.2% 1.91% $12.69B 2026-05-05 $284.18
2025 Q4 REDUCED 44.4% -6.6% ✅ 5,441,387 -4,352,713 -44.4% 0.24% $1.48B 2026-01-29 $258.04
2025 Q4 REDUCED 78.0% -6.6% ✅ 9,794,100 -34,753,057 -78.0% 0.43% $2.66B 2026-01-29 $258.04
2025 Q4 ADDED — — — 44,547,157 +35,651,057 +400.7% 1.96% $12.11B 2026-01-29 $258.04
2025 Q3 REDUCED 82.1% +7.6% ❌ 8,896,100 -40,917,706 -82.1% 0.35% $2.27B 2025-11-13 $272.69
2025 Q3 ADDED — — — 49,813,806 +45,185,135 +976.2% 1.99% $12.68B 2025-11-13 $272.69
2025 Q3 REDUCED 91.4% +7.6% ❌ 4,628,671 -49,505,793 -91.4% 0.18% $1.18B 2025-11-13 $272.69
2025 Q2 ADDED — — — 54,134,464 +45,877,464 +555.6% 1.92% $11.11B 2025-08-14 $232.34
2025 Q2 ADDED — — — 8,257,000 +3,597,835 +77.2% 0.29% $1.69B 2025-08-14 $232.34
2025 Q2 ADDED — — — 4,659,165 +321,596 +7.4% 0.17% $955.9M 2025-08-14 $232.34
2025 Q1 REDUCED 92.9% -7.5% ✅ 4,337,569 -56,391,234 -92.9% 0.18% $963.5M 2025-05-13 $212.28
2025 Q1 ADDED — — — 60,728,803 +52,826,903 +668.5% 2.48% $13.49B 2025-05-13 $212.28
2025 Q1 REDUCED 16.6% -7.5% ✅ 7,901,900 -1,567,435 -16.6% 0.32% $1.76B 2025-05-13 $212.28
2024 Q4 REDUCED 84.5% -11.2% ✅ 9,469,335 -51,464,034 -84.5% 0.44% $2.37B 2025-02-14 $243.54
2024 Q4 ADDED — — — 60,933,369 +56,201,614 +1187.8% 2.82% $15.26B 2025-02-14 $243.54
2024 Q4 REDUCED 54.8% -11.2% ✅ 4,731,755 -5,743,387 -54.8% 0.22% $1.18B 2025-02-14 $243.54
2024 Q3 ADDED — — — 10,475,142 +3,470,816 +49.6% 0.53% $2.44B 2024-11-14 $226.98
2024 Q3 REDUCED 88.2% +8.4% ❌ 7,004,326 -52,158,969 -88.2% 0.36% $1.63B 2024-11-14 $226.98
2024 Q3 ADDED — — — 59,163,295 +49,780,971 +530.6% 3.00% $13.79B 2024-11-14 $226.98
2024 Q2 REDUCED 83.4% +10.8% ❌ 9,382,324 -47,025,985 -83.4% 0.49% $1.98B 2024-08-14 $220.27
2024 Q2 ADDED — — — 56,408,309 +50,841,910 +913.4% 2.93% $11.88B 2024-08-14 $220.27
2024 Q2 REDUCED 30.9% +10.8% ❌ 5,566,399 -2,494,936 -30.9% 0.29% $1.17B 2024-08-14 $220.27
2024 Q1 REDUCED 84.1% +26.6% ❌ 8,061,335 -42,551,056 -84.1% 0.34% $1.38B 2024-05-13 $184.85
2024 Q1 ADDED — — — 50,612,391 +45,240,640 +842.2% 2.16% $8.68B 2024-05-13 $184.85
2024 Q1 REDUCED 10.7% +26.6% ❌ 5,371,751 -644,688 -10.7% 0.23% $921.1M 2024-05-13 $184.85
2023 Q4 REDUCED 84.6% -11.6% ✅ 6,016,439 -32,944,941 -84.6% 0.35% $1.16B 2024-02-09 $187.15
2023 Q4 ADDED — — — 38,961,380 +29,487,960 +311.3% 2.25% $7.50B 2024-02-09 $187.15
2023 Q4 ADDED — — — 9,473,420 +6,052,870 +177.0% 0.55% $1.82B 2024-02-09 $187.15
108 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AAPL

As of 2026 Q1 — sorted by position size

GLP Holdings LLLP 95.49% RJA Asset Management LLC 3Y 91.53% Prospect Hill Management, LLC 3Y 57.18% INDEPENDENT INVESTORS INC 3Y 7Y 54.48% Hoffman, Alan N Investment Management 3Y 51.82% TRB Advisors LP 3Y 7Y 30.45% OAKLAND FINANCIAL CORP 30.03% Performance Wealth Partners, LLC 3Y 28.9% Evolution Wealth Advisors, LLC 3Y 7Y 24.32% Harold Davidson & Associates Inc. 24.0%

FAQ About UBS Group AG and AAPL

These are the practical questions this page is built to answer before you even open the full history table.

How long has UBS Group AG reported owning AAPL?

UBS Group AG reported AAPL across 30 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AAPL position in UBS Group AG's portfolio?

The largest reported portfolio weight for AAPL was 3.00% in 2024 Q3.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2026 Q1, when UBS Group AG reported 4,120,567 shares, equal to 0.16% of portfolio, with an estimated market value of $1.05B.

What does the chart on this AAPL ownership page compare?

The chart compares UBS Group AG's quarterly AAPL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did UBS Group AG time their AAPL position?

Based on 13F filing dates vs. subsequent AAPL price moves, UBS Group AG correctly timed 59 out of 137 reported position changes (43%).

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