UBS Group AG
Institutional investor · Portfolio as of Q1 2022
Top Holdings10,515 positions
MICROSOFT CORP | 27M | $8.3B | 2.8% | $125.49 | +136.70% | 13 qtrssince 2019-Q1 | Increased 56 |
APPLE INC | 43.9M | $7.7B | 2.6% | $55.43 | +208.11% | 13 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 1.4M | $4.4B | 1.5% | $105.40 | +54.64% | 13 qtrssince 2019-Q1 | Increased 53 |
STATE STR SPDR S&P 500 ETF T | 7.9M | $3.6B | 1.2% | $276.91 | +53.56% | 13 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 1.2M | $3.4B | 1.1% | $62.29 | +121.17% | 13 qtrssince 2019-Q1 | Decreased 0 |
INVESCO QQQ TR | 7.8M | $2.8B | 0.9% | — | — | — | Increased — |
STATE STR SPDR S&P 500 ETF T | 6M | $2.7B | 0.9% | — | — | — | Decreased — |
SPDR GOLD TR | 13.7M | $2.5B | 0.8% | — | — | — | Increased — |
JPMORGAN CHASE & CO. | 17.3M | $2.4B | 0.8% | $85.67 | +42.11% | 13 qtrssince 2019-Q1 | Increased 49 |
UBS GROUP AG | 117.8M | $2.3B | 0.8% | $10.90 | +56.33% | 13 qtrssince 2019-Q1 | Decreased 0 |
INVESCO QQQ TR | 6.1M | $2.2B | 0.7% | $233.06 | +53.77% | 13 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORPORATION | 7.7M | $2.1B | 0.7% | $9.33 | +191.17% | 13 qtrssince 2019-Q1 | Increased 50 |
ISHARES TR | 10.2M | $2.1B | 0.7% | — | — | — | Increased — |
STATE STR SPDR S&P 500 ETF T | 4.3M | $2B | 0.7% | — | — | — | Increased — |
HOME DEPOT INC | 6.5M | $1.9B | 0.6% | $165.12 | +61.33% | 13 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 10.9M | $1.9B | 0.6% | $116.12 | +34.46% | 13 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 690,908 | $1.9B | 0.6% | $65.79 | +110.28% | 13 qtrssince 2019-Q1 | Increased 46 |
ISHARES TR | 15.2M | $1.8B | 0.6% | — | — | — | Increased — |
ISHARES TR | 4M | $1.8B | 0.6% | $352.14 | +20.97% | 13 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 12.1M | $1.8B | 0.6% | $98.83 | +34.38% | 13 qtrssince 2019-Q1 | Increased 50 |
UBS Group AG manages $300B across 10515 positions as of Q1 2022. Top holdings: MSFT (2.8%), AAPL (2.6%), AMZN (1.5%). Fund DNA: Diversified Scout. HoldingsIntel Score: 2.5/5.0.
Active quarter - 1034 new positions, 918 exits, 3372 increased. Top move: MSFT (INCREASED, conviction 56). Portfolio: $300.0B across 10515 positions.
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Portfolio allocation by GICS sector
Behavioral investing profile
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