UBS Group AG
Institutional investor · Portfolio as of Q1 2024
Top Holdings9,250 positions
STATE STR SPDR S&P 500 ETF T | 39.7M | $20.8B | 5.2% | — | — | — | Increased — |
MICROSOFT CORP | 29.4M | $12.4B | 3.1% | $209.10 | +97.36% | 21 qtrssince 2019-Q1 | Increased 75 |
APPLE INC | 50.6M | $8.7B | 2.2% | $92.93 | +82.53% | 21 qtrssince 2019-Q1 | Increased 69 |
NVIDIA CORPORATION | 8.1M | $7.3B | 1.8% | $31.96 | +181.88% | 21 qtrssince 2019-Q1 | Increased 64 |
AMAZON COM INC | 31.3M | $5.7B | 1.4% | $123.17 | +46.45% | 21 qtrssince 2019-Q1 | Increased 63 |
STATE STR SPDR S&P 500 ETF T | 8.5M | $4.4B | 1.1% | $310.04 | +63.87% | 21 qtrssince 2019-Q1 | Increased 52 |
ISHARES TR | 20.6M | $4.3B | 1.1% | — | — | — | Increased — |
UBS GROUP AG | 140.7M | $4.3B | 1.1% | $18.38 | +53.80% | 21 qtrssince 2019-Q1 | Increased 52 |
ALPHABET INC | 25.2M | $3.8B | 0.9% | $82.78 | +80.60% | 21 qtrssince 2019-Q1 | Increased 54 |
JPMORGAN CHASE & CO | 17.6M | $3.5B | 0.9% | $97.85 | +93.28% | 21 qtrssince 2019-Q1 | Increased 49 |
BROADCOM INC | 2.6M | $3.4B | 0.9% | $51.13 | +153.20% | 21 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 6.9M | $3.3B | 0.8% | $307.02 | +56.83% | 21 qtrssince 2019-Q1 | Increased 61 |
INVESCO QQQ TR | 6.7M | $3B | 0.7% | — | — | — | Decreased — |
VISA INC | 9.9M | $2.8B | 0.7% | $188.75 | +45.10% | 21 qtrssince 2019-Q1 | Increased 59 |
ISHARES TR | 12.2M | $2.6B | 0.6% | — | — | — | Decreased — |
ALPHABET INC | 16.1M | $2.5B | 0.6% | $85.64 | +76.12% | 21 qtrssince 2019-Q1 | Increased 47 |
UNITEDHEALTH GROUP INC | 4.8M | $2.4B | 0.6% | $355.51 | +31.64% | 21 qtrssince 2019-Q1 | Increased 55 |
INVESCO QQQ TR | 5.3M | $2.3B | 0.6% | $281.32 | +55.78% | 21 qtrssince 2019-Q1 | Increased 50 |
HOME DEPOT INC | 6.1M | $2.3B | 0.6% | $196.86 | +82.72% | 21 qtrssince 2019-Q1 | Increased 52 |
ELI LILLY & CO | 2.7M | $2.1B | 0.5% | $330.50 | +131.42% | 21 qtrssince 2019-Q1 | Increased 48 |
UBS Group AG manages $401.5B across 9250 positions as of Q1 2024. Top holdings: SPY puts (5.2%), MSFT (3.1%), AAPL (2.2%). Fund DNA: Diversified Scout. HoldingsIntel Score: 2.5/5.0.
Active quarter - 1141 new positions, 1079 exits, 3568 increased. Top move: MSFT (INCREASED, conviction 75). Portfolio: $401.5B across 9250 positions.
Top holdings by portfolio weight
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