UBS Group AG
Institutional investor · Portfolio as of Q1 2020
Top Holdings8,069 positions
STATE STR SPDR S&P 500 ETF T | 29.8M | $7.7B | 3.6% | — | — | — | Increased — |
MICROSOFT CORP | 38.6M | $6.1B | 2.9% | $111.27 | +34.09% | 5 qtrssince 2019-Q1 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 15.7M | $4.1B | 1.9% | $250.15 | -5.76% | 5 qtrssince 2019-Q1 | Increased 60 |
APPLE INC | 13.2M | $3.3B | 1.6% | $45.56 | +34.63% | 5 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 1.6M | $3B | 1.4% | $89.92 | +8.42% | 5 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 48.7M | $2.4B | 1.1% | $48.67 | -14.01% | 5 qtrssince 2019-Q1 | Increased 54 |
STATE STR SPDR S&P 500 ETF T | 9.3M | $2.4B | 1.1% | — | — | — | Decreased — |
ALPHABET INC | 1.8M | $2.1B | 1.0% | $58.41 | -1.47% | 5 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 18.1M | $2.1B | 1.0% | — | — | — | Increased — |
INTEL CORP | 34M | $1.8B | 0.9% | $46.52 | +3.13% | 5 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 13.6M | $1.8B | 0.8% | $114.24 | -3.98% | 5 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 32.6M | $1.7B | 0.8% | $51.62 | -12.65% | 5 qtrssince 2019-Q1 | Increased 51 |
HOME DEPOT INC | 9.3M | $1.7B | 0.8% | $160.17 | -0.66% | 5 qtrssince 2019-Q1 | Decreased 0 |
ISHARES INC | 41.9M | $1.7B | 0.8% | $43.24 | -21.04% | 5 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 10.7M | $1.7B | 0.8% | $24.95 | +0.89% | 5 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 3.1M | $1.6B | 0.8% | — | — | — | Decreased — |
JPMORGAN CHASE & CO | 17.6M | $1.6B | 0.7% | $82.70 | -8.44% | 5 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 17.5M | $1.6B | 0.7% | $89.32 | -14.75% | 5 qtrssince 2019-Q1 | Increased 47 |
AMAZON COM INC | 784,778 | $1.5B | 0.7% | — | — | — | Increased — |
UBS GROUP AG | 161.9M | $1.5B | 0.7% | $9.53 | -22.18% | 5 qtrssince 2019-Q1 | Increased 55 |
UBS Group AG manages $212.2B across 8069 positions as of Q1 2020. Top holdings: SPY puts (3.6%), MSFT (2.9%), SPY (1.9%). Fund DNA: Diversified Scout. HoldingsIntel Score: 2.5/5.0.
Active quarter - 600 new positions, 585 exits, 2004 increased. Top move: SPY (INCREASED, conviction 60). Portfolio: $212.2B across 8069 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
Verify source filings on SEC EDGAR