BROADCOM INC · CUSIP 11135F101 · CIK 1610520
As of 2026-06-30, UBS Group AG reported 25.14M AVGO (shares), valued at $9.50B, or 1.51% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Shares increased 2.01%; reported value increased 24.50%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.51% | 25,139,967 | SEC filing ↗Filed Aug 13, 2026Combination report |
| Q1 2026 | 1.35% | 24,644,919 | SEC filing ↗Filed May 5, 2026Combination report |
| Q4 2025 | 1.63% | 23,774,356 | SEC filing ↗Filed Jan 29, 2026Combination report |
| Q3 2025 | 1.52% | 23,567,882 | SEC filing ↗Filed Nov 13, 2025Combination report |
| Q2 2025 | 1.47% | 25,517,251 | SEC filing ↗Filed Aug 14, 2025Combination report |
| Q1 2025 | 1.02% | 27,596,377 | SEC filing ↗Filed May 13, 2025Combination report |
| Q4 2024 | 1.38% | 26,637,735 | SEC filing ↗Filed Feb 14, 2025Combination report |
| Q3 2024 | 1.25% | 25,940,826 | SEC filing ↗Filed Nov 14, 2024Combination report |
| Q2 2024 | 1.34% | 2,711,150 | SEC filing ↗Filed Aug 14, 2024Combination report |
| Q1 2024 | 1.13% | 2,592,982 | SEC filing ↗Filed May 13, 2024Combination report |
| Q4 2023 | 1.22% | 2,715,585 | SEC filing ↗Filed Feb 9, 2024Combination report |
| Q3 2023 | 0.84% | 2,207,726 | SEC filing ↗Filed Nov 9, 2023Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.84% | 2,207,726 | $1.83B | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 9, 2023 |
| Q4 2023 | 1.22% | 2,715,585 | $3.03B | Shares increased 23.00%; reported value increased 65.31%, and weight changed +0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2024 |
| Q1 2024 | 1.13% | 2,592,982 | $3.44B | Shares decreased 4.51%; reported value increased 13.38%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2024 |
| Q2 2024 | 1.34% | 2,711,150 | $4.35B | Shares increased 4.56%; reported value increased 26.65%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 1.25% | 25,940,826 | $4.47B | Shares increased 856.82%; reported value increased 2.80%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 1.38% | 26,637,735 | $6.18B | Shares increased 2.69%; reported value increased 38.01%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 1.02% | 27,596,377 | $4.62B | Shares increased 3.60%; reported value decreased 25.18%, and weight changed -0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 1.47% | 25,517,251 | $7.03B | Shares decreased 7.53%; reported value increased 52.23%, and weight changed +0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 1.52% | 23,567,882 | $7.78B | Shares decreased 7.64%; reported value increased 10.54%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 1.63% | 23,774,356 | $8.23B | Shares increased 0.88%; reported value increased 5.83%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2026 |
| Q1 2026 | 1.35% | 24,644,919 | $7.63B | Shares increased 3.66%; reported value decreased 7.30%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2026 |
| Q2 2026 | 1.51% | 25,139,967 | $9.50B | Shares increased 2.01%; reported value increased 24.50%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2026 |
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