UBS Group AG
Institutional investor · Portfolio as of Q1 2021
Top Holdings9,111 positions
Microsoft Corporation | 27.7M | $6.5B | 2.2% | $111.27 | +102.50% | 9 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc. | 45.6M | $5.6B | 1.8% | $48.68 | +143.98% | 9 qtrssince 2019-Q1 | Decreased 0 |
State Street SPDR S&P 500 ETF | 13.1M | $5.2B | 1.7% | — | — | — | Increased — |
State Street SPDR S&P 500 ETF | 10.2M | $4B | 1.3% | $251.77 | +46.29% | 9 qtrssince 2019-Q1 | Decreased 0 |
ALIBABA GROUP HLDG LTD | 17.7M | $4B | 1.3% | $203.04 | +5.09% | 9 qtrssince 2019-Q1 | Increased 81 |
Amazon.com, Inc. | 1.2M | $3.8B | 1.3% | $89.92 | +72.05% | 9 qtrssince 2019-Q1 | Decreased 0 |
Invesco QQQ Trust Series I | 11.8M | $3.8B | 1.2% | — | — | — | Increased — |
Tesla, Inc. | 5.1M | $3.4B | 1.1% | — | — | — | Decreased — |
ISHARES TR | 61.9M | $3.3B | 1.1% | — | — | — | Increased — |
ISHARES TR | 36.6M | $3.2B | 1.1% | — | — | — | Increased — |
Invesco QQQ Trust Series I | 9.4M | $3B | 1.0% | $208.73 | +48.05% | 9 qtrssince 2019-Q1 | Increased 50 |
JPMorgan Chase & Co. | 17.4M | $2.6B | 0.9% | $82.22 | +60.69% | 9 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 1.3M | $2.6B | 0.9% | $59.08 | +72.91% | 9 qtrssince 2019-Q1 | Decreased 0 |
Home Depot, Inc. | 7.3M | $2.2B | 0.7% | $160.17 | +66.17% | 9 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 12.4M | $2B | 0.7% | $114.97 | +22.82% | 9 qtrssince 2019-Q1 | Increased 46 |
iShares Russell 2000 ETF | 8.9M | $2B | 0.7% | $129.91 | +59.15% | 9 qtrssince 2019-Q1 | Increased 45 |
Meta Platforms Inc | 6.1M | $1.8B | 0.6% | $170.14 | +71.47% | 9 qtrssince 2019-Q1 | Decreased 0 |
Intel Corporation | 27M | $1.7B | 0.6% | $46.35 | +25.59% | 9 qtrssince 2019-Q1 | Decreased 0 |
iShares Russell 2000 ETF | 7.8M | $1.7B | 0.6% | — | — | — | Decreased — |
Visa Inc. | 7.8M | $1.6B | 0.5% | $149.95 | +35.57% | 9 qtrssince 2019-Q1 | Decreased 0 |
UBS Group AG manages $301.3B across 9111 positions as of Q1 2021. Top holdings: MSFT (2.2%), AAPL (1.8%), SPY puts (1.7%). Fund DNA: Diversified Scout. HoldingsIntel Score: 2.5/5.0.
Active quarter - 1309 new positions, 707 exits, 3604 increased. Top move: BABA (INCREASED, conviction 81). Portfolio: $301.3B across 9111 positions.
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Position Outcomes
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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