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	$715M	Buy	2,309,900 +437,800	+23%	+$144M	0.11%	183
2025 Q4	$648M	Buy	1,872,100 +313,400	+20%	+$112M	0.11%	184
2025 Q3	$514M	Sell	1,558,700 -729,800	-32%	-$224M	0.08%	229
2025 Q2	$631M	Sell	2,288,500 -74,500	-3%	-$16.2M	0.11%	178
2025 Q1	$396M	Buy	2,363,000 +249,100	+12%	+$52.7M	0.07%	271
2024 Q4	$490M	Sell	2,113,900 -135,800	-6%	-$25.1M	0.09%	197
2024 Q3	$388M	Buy	2,249,700 +1,321,700	+142%	+$212M	0.08%	231
2024 Q2	$149M	Sell	928,000 -1,326,000	-59%	-$186M	0.04%	453
2024 Q1	$299M	Sell	2,254,000 -2,973,070	-57%	-$368M	0.07%	259
2023 Q4	$583M	Buy	5,227,070 +1,076,070	+26%	+$102M	0.17%	116
2023 Q3	$345M	Buy	4,151,000 +48,000	+1%	+$4.16M	0.12%	172
2023 Q2	$356M	Sell	4,103,000 -1,043,000	-20%	-$74.4M	0.12%	172
2023 Q1	$330M	Sell	5,146,000 -3,474,000	-40%	-$209M	0.12%	170
2022 Q4	$482M	Buy	8,620,000 +1,499,000	+21%	+$75.2M	0.18%	119
2022 Q3	$316M	Buy	7,121,000 +1,136,000	+19%	+$58M	0.14%	150
2022 Q2	$291M	Sell	5,985,000 -1,881,000	-24%	-$106M	0.12%	186
2022 Q1	$495M	Sell	7,866,000 -3,327,000	-30%	-$198M	0.17%	125
2021 Q4	$745M	Buy	11,193,000 +5,193,760	+87%	+$292M	0.21%	107
2021 Q3	$291M	Buy	5,999,240 +1,517,000	+34%	+$73.8M	0.09%	220
2021 Q2	$214M	Sell	4,482,240 -446,000	-9%	-$20.7M	0.07%	281
2021 Q1	$229M	Sell	4,928,240 -146,760	-3%	-$6.79M	0.08%	263
2020 Q4	$222M	Buy	5,075,000 +847,000	+20%	+$33M	0.08%	260
2020 Q3	$154M	Sell	4,228,000 -697,000	-14%	-$23.3M	0.06%	291
2020 Q2	$155M	Buy	4,925,000 +276,000	+6%	+$7.72M	0.07%	275
2020 Q1	$110M	Buy	4,649,000 +568,000	+14%	+$16M	0.05%	321
2019 Q4	$129M	Buy	4,081,000 +1,942,000	+91%	+$59M	0.04%	370
2019 Q3	$59.1M	Buy	2,139,000 +408,000	+24%	+$11.6M	0.02%	605
2019 Q2	$49.8M	Sell	1,731,000 -287,000	-14%	-$8.36M	0.02%	671
2019 Q1	$60.7M	Sell	2,018,000 -774,000	-28%	-$21M	0.03%	548
2018 Q4	$71M	Buy	2,792,000 +50,000	+2%	+$1.18M	0.03%	465
2018 Q3	$67.7M	Sell	2,742,000 -660,000	-19%	-$14.8M	0.03%	544
2018 Q2	$82.5M	Buy	3,402,000 +2,023,000	+147%	+$49.6M	0.04%	454
2018 Q1	$32.5M	Sell	1,379,000 -3,144,000	-70%	-$79.2M	0.01%	849
2017 Q4	$116M	Sell	4,523,000 -1,569,000	-26%	-$40.8M	0.05%	381
2017 Q3	$148M	Buy	6,092,000 +5,442,000	+837%	+$135M	0.07%	281
2017 Q2	$15.1M	Sell	650,000 -139,000	-18%	-$3.22M	0.01%	1232
2017 Q1	$17.3M	Buy	+789,000	New	+$16.2M	0.01%	1123
2016 Q3	–	Sell	-5,000	Closed	-$78K	–	7659
2016 Q2	$78K	Buy	5,000 +3,000	+150%	+$45.7K	﹤0.01%	5195
2016 Q1	$31K	Sell	2,000 -273,000	-99%	-$3.69M	﹤0.01%	5855
2015 Q4	$3.99M	Buy	+275,000	New	+$3.57M	﹤0.01%	2157
2015 Q3	–	Sell	-1,000	Closed	-$13K	–	8397
2015 Q2	$13K	Hold	1,000	–	–	﹤0.01%	7249
2015 Q1	$13K	Sell	1,000 -6,000	-86%	-$68.8K	﹤0.01%	7413
2014 Q4	$70K	Buy	+7,000	New	+$62.5K	﹤0.01%	6063

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.