UBS Group AG
Institutional investor · Portfolio as of Q1 2022
Top Holdings10,515 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 27M | $8.3B | 2.8% | $126.54 | +140.49% | 13 qtrssince 2019-Q1 | Increased 56 |
APPLE INC | 43.9M | $7.7B | 2.6% | $98.70 | +73.02% | 13 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 1.4M | $4.4B | 1.5% | $105.66 | +57.39% | 13 qtrssince 2019-Q1 | Increased 53 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 7.9M | $3.6B | 1.2% | $279.69 | +55.61% | 13 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 1.2M | $3.4B | 1.1% | $62.42 | +125.70% | 13 qtrssince 2019-Q1 | Decreased 0 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 7.8M | $2.8B | 0.9% | — | — | — | Increased — |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 6M | $2.7B | 0.9% | — | — | — | Decreased — |
SPDR GOLD TRUST | 13.7M | $2.5B | 0.8% | — | — | — | Increased — |
JPMORGAN CHASE & CO | 17.3M | $2.4B | 0.8% | $86.76 | +46.05% | 13 qtrssince 2019-Q1 | Increased 49 |
UBS GROUP AG- REG | 117.8M | $2.3B | 0.8% | $11.21 | +55.28% | 13 qtrssince 2019-Q1 | Decreased 0 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 6.1M | $2.2B | 0.7% | $233.06 | +53.77% | 13 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 7.7M | $2.1B | 0.7% | $18.21 | +51.83% | 13 qtrssince 2019-Q1 | Increased 50 |
ISHARES RUSSELL 2000 ETF ETF | 10.2M | $2.1B | 0.7% | — | — | — | Increased — |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 4.3M | $2B | 0.7% | — | — | — | Increased — |
HOME DEPOT INC | 6.5M | $1.9B | 0.6% | $168.81 | +66.15% | 13 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 10.9M | $1.9B | 0.6% | $118.01 | +36.23% | 13 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 690,908 | $1.9B | 0.6% | $65.96 | +114.63% | 13 qtrssince 2019-Q1 | Increased 46 |
ISHARES IBOXX INVESTMENT GRA | 15.2M | $1.8B | 0.6% | — | — | — | Increased — |
ISHARES CORE S&P 500 ETF | 4M | $1.8B | 0.6% | $355.22 | +22.80% | 13 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD VALUE ETF | 12.1M | $1.8B | 0.6% | $100.63 | +35.97% | 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: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 1022 new positions, 911 exits, 3370 increased. Top move: MSFT (INCREASED, conviction 56). Portfolio: $300.0B across 10515 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer