UBS Group’s Apple AAPL Stock Holding History

UBS Group’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.05B	Sell	4,120,567 -1,320,820	-24%	-$344M	0.16%	124
2025 Q4	$1.48B	Buy	5,441,387 +812,716	+18%	+$218M	0.24%	63
2025 Q3	$1.18B	Sell	4,628,671 -30,494	-0.7%	-$6.89M	0.18%	85
2025 Q2	$956M	Buy	4,659,165 +321,596	+7%	+$64.9M	0.17%	107
2025 Q1	$964M	Sell	4,337,569 -394,186	-8%	-$91.3M	0.18%	96
2024 Q4	$1.18B	Sell	4,731,755 -2,272,571	-32%	-$536M	0.22%	74
2024 Q3	$1.63B	Buy	7,004,326 +1,437,927	+26%	+$321M	0.36%	42
2024 Q2	$1.17B	Buy	5,566,399 +194,648	+4%	+$36.3M	0.29%	59
2024 Q1	$921M	Sell	5,371,751 -644,688	-11%	-$117M	0.23%	74
2023 Q4	$1.16B	Buy	6,016,439 +2,595,889	+76%	+$479M	0.35%	49
2023 Q3	$586M	Sell	3,420,550 -239,839	-7%	-$44M	0.2%	100
2023 Q2	$710M	Buy	3,660,389 +552,414	+18%	+$96.3M	0.24%	90
2023 Q1	$513M	Sell	3,107,975 -1,388,536	-31%	-$205M	0.19%	113
2022 Q4	$584M	Buy	4,496,511 +1,875,606	+72%	+$268M	0.22%	97
2022 Q3	$362M	Buy	2,620,905 +663,021	+34%	+$104M	0.16%	126
2022 Q2	$268M	Sell	1,957,884 -817,270	-29%	-$124M	0.11%	199
2022 Q1	$485M	Sell	2,775,154 -1,238,247	-31%	-$208M	0.16%	128
2021 Q4	$713M	Sell	4,013,401 -4,157,597	-51%	-$657M	0.2%	110
2021 Q3	$1.16B	Buy	8,170,998 +3,057,038	+60%	+$450M	0.36%	47
2021 Q2	$700M	Sell	5,113,960 -1,618,255	-24%	-$210M	0.23%	97
2021 Q1	$822M	Sell	6,732,215 -1,990,217	-23%	-$255M	0.27%	71
2020 Q4	$1.16B	Sell	8,722,432 -866,128	-9%	-$104M	0.39%	45
2020 Q3	$1.11B	Buy	9,588,560 +3,927,664	+69%	+$429M	0.42%	48
2020 Q2	$516M	Buy	5,660,896 +171,756	+3%	+$13.3M	0.22%	108
2020 Q1	$349M	Sell	5,489,140 -4,747,924	-46%	-$349M	0.16%	135
2019 Q4	$752M	Buy	10,237,064 +5,721,104	+127%	+$368M	0.26%	85
2019 Q3	$253M	Sell	4,515,960 -1,196,408	-21%	-$62.6M	0.1%	201
2019 Q2	$283M	Sell	5,712,368 -2,101,488	-27%	-$102M	0.11%	187
2019 Q1	$371M	Buy	7,813,856 +648,452	+9%	+$27.5M	0.15%	151
2018 Q4	$283M	Buy	7,165,404 +1,505,704	+27%	+$73M	0.13%	176
2018 Q3	$319M	Buy	5,659,700 +512,252	+10%	+$26.7M	0.13%	178
2018 Q2	$238M	Sell	5,147,448 -2,215,792	-30%	-$100M	0.1%	207
2018 Q1	$309M	Buy	7,363,240 +2,730,916	+59%	+$118M	0.13%	175
2017 Q4	$196M	Sell	4,632,324 -3,594,168	-44%	-$150M	0.08%	252
2017 Q3	$317M	Sell	8,226,492 -2,746,828	-25%	-$107M	0.15%	159
2017 Q2	$395M	Sell	10,973,320 -11,252,272	-51%	-$416M	0.2%	122
2017 Q1	$798M	Sell	22,225,592 -4,560,044	-17%	-$150M	0.44%	37
2016 Q4	$776M	Sell	26,785,636 -6,333,972	-19%	-$180M	0.43%	34
2016 Q3	$936M	Buy	33,119,608 +20,283,924	+158%	+$537M	0.56%	18
2016 Q2	$307M	Buy	12,835,684 +9,400,244	+274%	+$234M	0.19%	119
2016 Q1	$93.6M	Sell	3,435,440 -16,475,176	-83%	-$410M	0.06%	291
2015 Q4	$524M	Buy	19,910,616 +3,794,796	+24%	+$108M	0.34%	54
2015 Q3	$444M	Buy	16,115,820 +5,382,900	+50%	+$158M	0.31%	52
2015 Q2	$337M	Buy	10,732,920 +2,824,288	+36%	+$90.3M	0.22%	94
2015 Q1	$246M	Sell	7,908,632 -11,960,296	-60%	-$361M	0.17%	141
2014 Q4	$548M	Buy	+19,868,928	New	+$541M	0.38%	41

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS Group's AAPL Position: Q1 2026 in Review

UBS Group increased its Apple (AAPL) stake by 12% in Q1 2026, buying an estimated $1.42B and bringing the position to 50,015,661 shares worth $12.7B. The position accounts for 1.91% of the portfolio, ranked #2.

UBS Group first reported a position in AAPL in Q4 2014 and has held it in 46 quarters since. The position peaked at $15.3B in Q4 2024. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

UBS Group held 50,015,661 shares of Apple worth $12.7B as of Q1 2026.
UBS Group bought 5,468,504 Apple shares in Q1 2026, an estimated $1.42B.
Apple made up 1.91% of UBS Group's portfolio in Q1 2026, its #2 holding.
UBS Group first reported a position in Apple in Q4 2014 and has held it in 46 quarters since.
UBS Group's Apple position peaked at $15.3B in Q4 2024.
6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.