UBS Group AG
Institutional investor · Portfolio as of Q1 2023
Top Holdings9,535 positions
STATE STR SPDR S&P 500 ETF T | 19.6M | $8B | 2.9% | — | — | — | Increased — |
MICROSOFT CORP | 24.8M | $7.2B | 2.6% | $139.02 | +101.76% | 17 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 39.9M | $6.6B | 2.4% | $64.37 | +152.05% | 17 qtrssince 2019-Q1 | Decreased 0 |
UBS GROUP AG | 302.4M | $6.5B | 2.4% | $15.90 | +20.34% | 17 qtrssince 2019-Q1 | Increased 88 |
STATE STR SPDR S&P 500 ETF T | 9.6M | $3.9B | 1.4% | $291.12 | +34.64% | 17 qtrssince 2019-Q1 | Decreased 0 |
INVESCO QQQ TR | 11.3M | $3.6B | 1.3% | — | — | — | Increased — |
AMAZON COM INC | 24.1M | $2.5B | 0.9% | $104.78 | -1.42% | 17 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 22.2M | $2.3B | 0.8% | $65.57 | +56.70% | 17 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 16M | $2.1B | 0.8% | $87.60 | +37.22% | 17 qtrssince 2019-Q1 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 5M | $2B | 0.7% | — | — | — | Increased — |
NVIDIA CORPORATION | 6.8M | $1.9B | 0.7% | $10.49 | +163.94% | 17 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 6.3M | $1.9B | 0.7% | $171.17 | +57.49% | 17 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 13.1M | $1.8B | 0.7% | $100.33 | +27.06% | 17 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 10.1M | $1.8B | 0.7% | — | — | — | Increased — |
ABBVIE INC | 10.9M | $1.7B | 0.6% | $77.61 | +80.32% | 17 qtrssince 2019-Q1 | Increased 45 |
JOHNSON & JOHNSON | 10.8M | $1.7B | 0.6% | $122.80 | +14.21% | 17 qtrssince 2019-Q1 | Decreased 0 |
INVESCO QQQ TR | 5.2M | $1.7B | 0.6% | $243.09 | +27.76% | 17 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 7.4M | $1.7B | 0.6% | $154.80 | +41.82% | 17 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 3.4M | $1.6B | 0.6% | $283.66 | +55.21% | 17 qtrssince 2019-Q1 | Increased 47 |
ISHARES TR | 24.2M | $1.6B | 0.6% | $51.76 | +15.97% | 17 qtrssince 2019-Q1 | Increased 48 |
UBS Group AG manages $273.6B across 9535 positions as of Q1 2023. Top holdings: SPY puts (2.9%), MSFT (2.6%), AAPL (2.4%). Fund DNA: Diversified Scout. HoldingsIntel Score: 2.5/5.0.
Active quarter - 857 new positions, 1902 exits, 3647 increased. Top move: UBS (INCREASED, conviction 88). Portfolio: $273.6B across 9535 positions.
Top holdings by portfolio weight
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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