UBS Group AG
Institutional investor · Portfolio as of Q2 2020
Top Holdings8,039 positions
Microsoft Corp | 32.6M | $6.6B | 2.8% | $111.27 | +73.51% | 6 qtrssince 2019-Q1 | Decreased 0 |
SPDR S&P 500 ETF Trust | 18.7M | $5.8B | 2.4% | — | — | — | Decreased — |
Apple Inc | 12.5M | $4.6B | 1.9% | $45.56 | +93.66% | 6 qtrssince 2019-Q1 | Decreased 0 |
SPDR S&P 500 ETF Trust | 13M | $4B | 1.7% | $250.15 | +13.24% | 6 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com Inc | 1.4M | $3.9B | 1.7% | $89.92 | +53.41% | 6 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE MSCI EAFE ETF | 48.2M | $2.8B | 1.2% | $48.67 | -0.63% | 6 qtrssince 2019-Q1 | Decreased 0 |
SPDR S&P 500 ETF Trust | 8.6M | $2.7B | 1.1% | — | — | — | Decreased — |
Tesla Inc | 2.2M | $2.4B | 1.0% | — | — | — | Decreased — |
Alphabet Inc | 1.5M | $2.2B | 0.9% | $58.41 | +20.24% | 6 qtrssince 2019-Q1 | Decreased 0 |
Home Depot Inc/The | 8.3M | $2.1B | 0.9% | $160.17 | +34.08% | 6 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 12.3M | $2B | 0.8% | $36.35 | +2.94% | 6 qtrssince 2019-Q1 | Increased 59 |
iShares Core MSCI Emerging Markets ETF | 40.5M | $1.9B | 0.8% | $43.24 | -5.35% | 6 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 9.3M | $1.9B | 0.8% | $24.95 | +30.40% | 6 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 13.4M | $1.9B | 0.8% | $114.24 | +3.70% | 6 qtrssince 2019-Q1 | Decreased 0 |
iShares MSCI EAFE ETF | 30.9M | $1.9B | 0.8% | $51.62 | +0.15% | 6 qtrssince 2019-Q1 | Decreased 0 |
Intel Corp | 30.1M | $1.8B | 0.8% | $46.52 | +14.65% | 6 qtrssince 2019-Q1 | Decreased 0 |
SPDR GOLD TRUST GOLD SHS | 10.7M | $1.8B | 0.8% | — | — | — | Increased — |
Visa Inc | 9.1M | $1.7B | 0.7% | $149.95 | +23.12% | 6 qtrssince 2019-Q1 | Decreased 0 |
Invesco QQQ Trust Series 1 | 6.9M | $1.7B | 0.7% | — | — | — | Increased — |
JPMorgan Chase & Co | 18.1M | $1.7B | 0.7% | $82.62 | -3.26% | 6 qtrssince 2019-Q1 | Increased 46 |
UBS Group AG manages $236.8B across 8039 positions as of Q2 2020. Top holdings: MSFT (2.8%), SPY puts (2.4%), AAPL (1.9%). Fund DNA: Diversified Scout. HoldingsIntel Score: 2.5/5.0.
Active quarter - 649 new positions, 610 exits, 2725 increased. Top move: VO (INCREASED, conviction 59). Portfolio: $236.8B across 8039 positions.
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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