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	$2.31B	Sell	9,091,700 -702,400	-7%	-$183M	0.35%	40
2025 Q4	$2.66B	Buy	9,794,100 +898,000	+10%	+$241M	0.43%	20
2025 Q3	$2.27B	Buy	8,896,100 +639,100	+8%	+$144M	0.35%	34
2025 Q2	$1.69B	Buy	8,257,000 +355,100	+4%	+$71.7M	0.29%	47
2025 Q1	$1.76B	Sell	7,901,900 -1,567,435	-17%	-$363M	0.32%	41
2024 Q4	$2.37B	Sell	9,469,335 -1,005,807	-10%	-$237M	0.44%	24
2024 Q3	$2.44B	Buy	10,475,142 +1,092,818	+12%	+$244M	0.53%	20
2024 Q2	$1.98B	Buy	9,382,324 +1,320,989	+16%	+$246M	0.49%	29
2024 Q1	$1.38B	Sell	8,061,335 -1,412,085	-15%	-$257M	0.34%	43
2023 Q4	$1.82B	Buy	9,473,420 +3,313,320	+54%	+$612M	0.55%	24
2023 Q3	$1.05B	Buy	6,160,100 +1,245,200	+25%	+$228M	0.36%	47
2023 Q2	$953M	Sell	4,914,900 -1,526,600	-24%	-$266M	0.32%	59
2023 Q1	$1.06B	Sell	6,441,500 -1,630,284	-20%	-$241M	0.39%	41
2022 Q4	$1.05B	Sell	8,071,784 -1,472,316	-15%	-$210M	0.39%	46
2022 Q3	$1.32B	Buy	9,544,100 +2,578,484	+37%	+$405M	0.58%	19
2022 Q2	$952M	Sell	6,965,616 -1,087,884	-14%	-$165M	0.39%	45
2022 Q1	$1.41B	Sell	8,053,500 -5,219,700	-39%	-$878M	0.47%	33
2021 Q4	$2.36B	Buy	13,273,200 +2,433,435	+22%	+$385M	0.68%	14
2021 Q3	$1.53B	Buy	10,839,765 +1,356,400	+14%	+$200M	0.48%	27
2021 Q2	$1.3B	Sell	9,483,365 -1,496,700	-14%	-$194M	0.42%	35
2021 Q1	$1.34B	Sell	10,980,065 -8,371,135	-43%	-$1.07B	0.45%	33
2020 Q4	$2.57B	Buy	19,351,200 +1,466,700	+8%	+$176M	0.87%	10
2020 Q3	$2.07B	Buy	17,884,500 +3,708,500	+26%	+$405M	0.78%	14
2020 Q2	$1.29B	Sell	14,176,000 -93,000	-0.7%	-$7.21M	0.55%	31
2020 Q1	$907M	Sell	14,269,000 -6,010,600	-30%	-$442M	0.43%	51
2019 Q4	$1.49B	Sell	20,279,600 -324,120	-2%	-$20.9M	0.52%	29
2019 Q3	$1.15B	Buy	20,603,720 +1,674,360	+9%	+$87.5M	0.44%	44
2019 Q2	$937M	Buy	18,929,360 +7,343,704	+63%	+$358M	0.36%	59
2019 Q1	$550M	Buy	11,585,656 +81,256	+0.7%	+$3.45M	0.23%	104
2018 Q4	$454M	Buy	11,504,400 +1,288,000	+13%	+$62.4M	0.21%	115
2018 Q3	$577M	Sell	10,216,400 -982,704	-9%	-$51.2M	0.23%	96
2018 Q2	$518M	Buy	11,199,104 +342,900	+3%	+$15.6M	0.22%	105
2018 Q1	$455M	Sell	10,856,204 -4,360,196	-29%	-$188M	0.2%	118
2017 Q4	$644M	Sell	15,216,400 -888,992	-6%	-$37.1M	0.26%	83
2017 Q3	$621M	Buy	16,105,392 +1,521,600	+10%	+$59M	0.29%	74
2017 Q2	$525M	Sell	14,583,792 -11,197,040	-43%	-$414M	0.27%	82
2017 Q1	$926M	Sell	25,780,832 -2,189,068	-8%	-$72.1M	0.51%	24
2016 Q4	$810M	Sell	27,969,900 -5,188,944	-16%	-$147M	0.45%	30
2016 Q3	$937M	Buy	33,158,844 +18,565,600	+127%	+$491M	0.56%	17
2016 Q2	$349M	Sell	14,593,244 -370,356	-2%	-$9.2M	0.22%	107
2016 Q1	$408M	Sell	14,963,600 -4,976,360	-25%	-$124M	0.27%	65
2015 Q4	$525M	Buy	19,939,960 +9,394,400	+89%	+$268M	0.34%	53
2015 Q3	$291M	Buy	10,545,560 +1,652,000	+19%	+$48.4M	0.21%	107
2015 Q2	$279M	Sell	8,893,560 -1,469,720	-14%	-$47M	0.19%	123
2015 Q1	$322M	Sell	10,363,280 -13,307,920	-56%	-$402M	0.22%	101
2014 Q4	$653M	Buy	+23,671,200	New	+$644M	0.46%	27

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.