Generalist · Zurich, V8
Ubs Group AG
- Software
- $34.3B
- Weight of 13F
- 4.0%
- Names
- 131
- Vs prior quarter
- +$3.2B
Filed 13 August 2026.
23,043 positions in the whole 13F.
Software held
- MicrosoftMSFT35,883,844 shares · 39.0% of their software$13.4B+$1.2B
- Palo Alto NetworksPANW6,758,096 shares · 6.7% of their software$2.3B+$981M
- OracleORCL13,434,711 shares · 5.7% of their software$2.0BFlat
- CrowdStrikeCRWD1,721,998 shares · 3.8% of their software$1.3B+$728M
- PalantirPLTR9,236,258 shares · 3.1% of their software$1.1B+$86.3M
- SynopsysSNPS2,399,508 shares · 3.1% of their software$1.1B+$307M
- SalesforceCRM6,085,501 shares · 2.8% of their software$953M−$318M
- SnowflakeSNOW22,629,015 shares · 2.6% of their software$894M+$342M
- AppLovinAPP1,635,893 shares · 2.5% of their software$843M+$118M
- IntuitINTU2,061,831 shares · 1.6% of their software$538MFlat
- AdobeADBE2,606,894 shares · 1.6% of their software$534M+$8.8M
- ServiceNowNOW5,321,142 shares · 1.5% of their software$528M+$61.3M