UBS Group AG
Institutional investor · Portfolio as of Q1 2019
Top Holdings7,786 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 24.1M | $6.8B | 2.8% | — | — | — | New — |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 23.9M | $6.7B | 2.8% | $255.16 | 0.00% | 1 qtr | New 83 |
MICROSOFT CORP | 46.1M | $5.4B | 2.2% | $110.82 | 0.00% | 1 qtr | New 83 |
APPLE INC | 14.1M | $2.7B | 1.1% | $45.22 | 0.00% | 1 qtr | New 73 |
ISHARES CORE MSCI EAFE ETF | 39.1M | $2.4B | 1.0% | $48.94 | 0.00% | 1 qtr | New 62 |
AMAZON.COM INC | 1.3M | $2.3B | 1.0% | $89.04 | 0.00% | 1 qtr | New 62 |
JPMORGAN CHASE & CO | 22.8M | $2.3B | 1.0% | $83.49 | 0.00% | 1 qtr | New 62 |
ISHARES MSCI EAFE ETF CL USD INC | 35.2M | $2.3B | 0.9% | $52.49 | 0.00% | 1 qtr | New 62 |
ALPHABET INC-CL A | 1.9M | $2.3B | 0.9% | $58.40 | 0.00% | 1 qtr | New 62 |
HOME DEPOT INC | 11.1M | $2.1B | 0.9% | $162.77 | 0.00% | 1 qtr | New 62 |
INTEL CORP | 39.7M | $2.1B | 0.9% | $46.51 | 0.00% | 1 qtr | New 62 |
JOHNSON & JOHNSON | 15.1M | $2.1B | 0.9% | $115.59 | 0.00% | 1 qtr | New 62 |
ISHARES CORE MSCI EMERGING | 38.6M | $2B | 0.8% | $42.41 | 0.00% | 1 qtr | New 62 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 6.9M | $1.9B | 0.8% | — | — | — | New — |
VISA INC-CLASS A SHARES | 11.1M | $1.7B | 0.7% | $148.12 | 0.00% | 1 qtr | New 62 |
VANGUARD VALUE ETF | 15.7M | $1.7B | 0.7% | $90.78 | 0.00% | 1 qtr | New 62 |
CHEVRON CORP | 13.7M | $1.7B | 0.7% | $89.78 | 0.00% | 1 qtr | New 62 |
META PLATFORMS INC-CLASS A | 10.1M | $1.7B | 0.7% | $165.53 | 0.00% | 1 qtr | New 62 |
VANGUARD GROWTH ETF | 10.7M | $1.7B | 0.7% | $24.89 | 0.00% | 1 qtr | New 62 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 8.6M | $1.5B | 0.6% | — | — | — | New — |
UBS Group AG manages $242.1B across 7786 positions as of Q1 2019. Top holdings: SPY (2.8%), SPY (2.8%), MSFT (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 6934 new positions, 0 exits, 0 increased. Top move: SPY (NEW, conviction 83). Portfolio: $242.1B across 7786 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer