UBS Group AG
Institutional investor · Portfolio as of Q2 2019
Top Holdings7,955 positions
SPDR S&P 500 ETF TRUST | 23.7M | $6.9B | 2.7% | $253.19 | +4.23% | 2 qtrssince 2019-Q1 | Decreased 0 |
SPDR S&P 500 ETF TRUST | 21.8M | $6.4B | 2.5% | — | — | — | Decreased — |
MICROSOFT CORP | 45.7M | $6.1B | 2.4% | $110.12 | +14.00% | 2 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 16.2M | $3.2B | 1.2% | $45.49 | +3.99% | 2 qtrssince 2019-Q1 | Increased 57 |
AMAZON.COM INC | 1.5M | $2.9B | 1.1% | $89.77 | +5.47% | 2 qtrssince 2019-Q1 | Increased 58 |
ISHARES CORE MSCI EAFE ETF | 40.8M | $2.5B | 1.0% | $49.00 | +2.94% | 2 qtrssince 2019-Q1 | Increased 47 |
HOME DEPOT INC | 11.8M | $2.5B | 0.9% | $160.17 | +8.55% | 2 qtrssince 2019-Q1 | Increased 48 |
JPMORGAN CHASE & CO | 21.5M | $2.4B | 0.9% | $82.70 | +11.29% | 2 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 2.2M | $2.3B | 0.9% | $57.81 | -7.24% | 2 qtrssince 2019-Q1 | Increased 50 |
ISHARES CORE MSCI EMERGING | 42M | $2.2B | 0.8% | $42.43 | +0.43% | 2 qtrssince 2019-Q1 | Increased 49 |
META PLATFORMS INC | 10.5M | $2B | 0.8% | $166.15 | +15.06% | 2 qtrssince 2019-Q1 | Increased 47 |
ISHARES MSCI EAFE ETF | 30.3M | $2B | 0.8% | $52.49 | +3.52% | 2 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 14.1M | $2B | 0.8% | $113.77 | +0.32% | 2 qtrssince 2019-Q1 | Decreased 0 |
INTEL CORP | 40.6M | $1.9B | 0.7% | $46.40 | -10.11% | 2 qtrssince 2019-Q1 | Increased 46 |
WALT DISNEY CO/THE | 13.5M | $1.9B | 0.7% | $106.35 | +25.77% | 2 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 9.4M | $1.8B | 0.7% | — | — | — | Increased — |
VANGUARD GROWTH ETF | 10.9M | $1.8B | 0.7% | $24.89 | +4.61% | 2 qtrssince 2019-Q1 | Increased 46 |
META PLATFORMS INC | 9.2M | $1.8B | 0.7% | — | — | — | Increased — |
VISA INC-CLASS A SHARES | 10.3M | $1.8B | 0.7% | $148.12 | +11.29% | 2 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD VALUE ETF | 15.9M | $1.8B | 0.7% | $89.46 | +3.67% | 2 qtrssince 2019-Q1 | Increased 45 |
UBS Group AG manages $259.6B across 7955 positions as of Q2 2019. Top holdings: SPY (2.7%), SPY puts (2.5%), MSFT (2.4%). Fund DNA: Diversified Scout. HoldingsIntel Score: 2.5/5.0.
Active quarter - 659 new positions, 532 exits, 3632 increased. Top move: AMZN (INCREASED, conviction 58). Portfolio: $259.6B across 7955 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