UBS Group’s Broadcom AVGO Stock Holding History

UBS Group’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.63B	Buy	24,644,919 +870,563	+4%	+$286M	1.14%	5
2025 Q4	$8.23B	Buy	23,774,356 +206,474	+0.9%	+$73.8M	1.33%	4
2025 Q3	$7.78B	Sell	23,567,882 -1,949,369	-8%	-$598M	1.22%	6
2025 Q2	$7.03B	Sell	25,517,251 -2,079,126	-8%	-$451M	1.22%	5
2025 Q1	$4.62B	Buy	27,596,377 +958,642	+4%	+$203M	0.85%	9
2024 Q4	$6.18B	Buy	26,637,735 +696,909	+3%	+$129M	1.14%	5
2024 Q3	$4.47B	Sell	25,940,826 -1,170,674	-4%	-$188M	0.97%	11
2024 Q2	$4.35B	Buy	27,111,500 +1,181,680	+5%	+$166M	1.08%	9
2024 Q1	$3.44B	Sell	25,929,820 -1,226,030	-5%	-$152M	0.86%	11
2023 Q4	$3.03B	Buy	27,155,850 +5,078,590	+23%	+$481M	0.91%	9
2023 Q3	$1.83B	Sell	22,077,260 -430,710	-2%	-$37.3M	0.63%	14
2023 Q2	$1.95B	Sell	22,507,970 -1,191,790	-5%	-$85M	0.66%	14
2023 Q1	$1.52B	Buy	23,699,760 +1,052,720	+5%	+$63.3M	0.56%	22
2022 Q4	$1.27B	Buy	22,647,040 +3,732,180	+20%	+$187M	0.47%	28
2022 Q3	$840M	Sell	18,914,860 -1,151,950	-6%	-$58.8M	0.37%	48
2022 Q2	$975M	Sell	20,066,810 -1,484,590	-7%	-$83.3M	0.4%	40
2022 Q1	$1.36B	Buy	21,551,400 +2,347,690	+12%	+$139M	0.45%	35
2021 Q4	$1.28B	Sell	19,203,710 -382,000	-2%	-$21.5M	0.37%	44
2021 Q3	$950M	Sell	19,585,710 -1,418,270	-7%	-$69M	0.3%	62
2021 Q2	$1B	Buy	21,003,980 +4,618,390	+28%	+$214M	0.32%	58
2021 Q1	$760M	Sell	16,385,590 -1,633,130	-9%	-$75.5M	0.25%	85
2020 Q4	$789M	Buy	18,018,720 +2,239,740	+14%	+$87.3M	0.27%	75
2020 Q3	$575M	Sell	15,778,980 -424,710	-3%	-$14.2M	0.22%	113
2020 Q2	$511M	Buy	16,203,690 +1,635,070	+11%	+$45.8M	0.22%	109
2020 Q1	$345M	Sell	14,568,620 -2,097,530	-13%	-$59.1M	0.16%	137
2019 Q4	$527M	Buy	16,666,150 +527,530	+3%	+$16M	0.18%	128
2019 Q3	$446M	Sell	16,138,620 -1,027,440	-6%	-$29.2M	0.17%	132
2019 Q2	$494M	Buy	17,166,060 +2,451,840	+17%	+$71.5M	0.19%	121
2019 Q1	$442M	Buy	14,714,220 +1,167,560	+9%	+$31.7M	0.18%	131
2018 Q4	$344M	Sell	13,546,660 -8,964,340	-40%	-$212M	0.16%	143
2018 Q3	$555M	Buy	22,511,000 +8,524,880	+61%	+$191M	0.22%	106
2018 Q2	$339M	Sell	13,986,120 -18,120	-0.1%	-$444K	0.15%	162
2018 Q1	$330M	Buy	14,004,240 +139,580	+1%	+$3.51M	0.14%	166
2017 Q4	$356M	Sell	13,864,660 -1,372,290	-9%	-$35.7M	0.15%	161
2017 Q3	$370M	Buy	15,236,950 +6,887,780	+82%	+$170M	0.17%	137
2017 Q2	$195M	Sell	8,349,170 -805,620	-9%	-$18.7M	0.1%	219
2017 Q1	$200M	Sell	9,154,790 -18,600	-0.2%	-$383K	0.11%	211
2016 Q4	$162M	Sell	9,173,390 -647,430	-7%	-$11.2M	0.09%	243
2016 Q3	$169M	Buy	9,820,820 +2,898,970	+42%	+$48.5M	0.1%	218
2016 Q2	$108M	Sell	6,921,850 -572,970	-8%	-$8.73M	0.07%	289
2016 Q1	$116M	Sell	7,494,820 -2,640,500	-26%	-$35.7M	0.08%	249
2015 Q4	$147M	Buy	10,135,320 +1,818,530	+22%	+$23.6M	0.1%	225
2015 Q3	$104M	Buy	8,316,790 +2,782,100	+50%	+$35.1M	0.07%	271
2015 Q2	$73.6M	Sell	5,534,690 -500,680	-8%	-$6.56M	0.05%	390
2015 Q1	$76.6M	Sell	6,035,370 -2,252,770	-27%	-$25.8M	0.05%	379
2014 Q4	$83.4M	Buy	+8,288,140	New	+$74M	0.06%	339

Other funds holding AVGO

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 AVGO Position: Q1 2026 in Review

UBS Group increased its Broadcom (AVGO) stake by 3.7% in Q1 2026, buying an estimated $286M and bringing the position to 24,644,919 shares worth $7.63B. The position accounts for 1.14% of the portfolio, ranked #5.

UBS Group first reported a position in AVGO in Q4 2014 and has held it in 46 quarters since. The position peaked at $8.23B in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

UBS Group held 24,644,919 shares of Broadcom worth $7.63B as of Q1 2026.
UBS Group bought 870,563 Broadcom shares in Q1 2026, an estimated $286M.
Broadcom made up 1.14% of UBS Group's portfolio in Q1 2026, its #5 holding.
UBS Group first reported a position in Broadcom in Q4 2014 and has held it in 46 quarters since.
UBS Group's Broadcom position peaked at $8.23B in Q4 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

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