UBS Group AG
Institutional investor · Portfolio as of Q1 2021
SEC EDGAR SourceSEC Filings
UBS Group AG manages $301.3B across 9111 positions as of Q1 2021. Fund DNA: Diversified Scout. HoldingsIntel Rating: 3/5.0.
Q1 2021 Summary
Active quarter - 1296 new positions, 698 exits, 3601 increased. No standout high-conviction moves this quarter. Portfolio: $301.3B across 9111 positions.
Top holdings by portfolio weight
MSFT2.16%
AAPL1.85%
SPY1.34%
BABA1.33%
AMZN1.27%
QQQ0.99%
JPM0.88%
GOOGL0.87%
HD0.74%
JNJ0.67%
Other0.66%
Behavioral investing profile
Diversified Scout89%
7-dimension quality assessment
Solid(3.0 / 5.0)
Position Outcomes
Best and worst performing positions by estimated return
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Holdings9,111 positions
No holdings data available
No holdings data available for 2021-Q1. This filer may not have filed for this period.
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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Security
7Q
46429B333ISHARES TR
Q3 2024 → Q1 2026+44,800 shares+$2M
28
7Q
921937827VANGUARD BD INDEX FDS
Q3 2024 → Q1 2026+1.7M shares+$138.2M
34
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer