UBS Group AG
Institutional investor · Portfolio as of Q2 2020
Top Holdings8,039 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 32.6M | $6.6B | 2.8% | $111.97 | +69.20% | 6 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 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 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 13M | $4B | 1.7% | $252.73 | +11.53% | 6 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 1.4M | $3.9B | 1.7% | $89.92 | +49.05% | 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 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 8.6M | $2.7B | 1.1% | — | — | — | Decreased — |
TESLA INC | 2.2M | $2.4B | 1.0% | — | — | — | Decreased — |
ALPHABET INC-CL A | 1.5M | $2.2B | 0.9% | $58.52 | +18.47% | 6 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 8.3M | $2.1B | 0.9% | $163.65 | +31.73% | 6 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD MID-CAP ETF | 12.3M | $2B | 0.8% | $36.35 | +2.94% | 6 qtrssince 2019-Q1 | Increased 59 |
ISHARES CORE MSCI EMERGING | 40.5M | $1.9B | 0.8% | $43.24 | -5.35% | 6 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD GROWTH ETF | 9.3M | $1.9B | 0.8% | $24.97 | +30.40% | 6 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 13.4M | $1.9B | 0.8% | $116.04 | +2.56% | 6 qtrssince 2019-Q1 | Decreased 0 |
ISHARES MSCI EAFE ETF CL USD INC | 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 | +11.66% | 6 qtrssince 2019-Q1 | Decreased 0 |
SPDR GOLD TRUST | 10.7M | $1.8B | 0.8% | — | — | — | Increased — |
VISA INC-CLASS A SHARES | 9.1M | $1.7B | 0.7% | $149.95 | +23.12% | 6 qtrssince 2019-Q1 | Decreased 0 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 6.9M | $1.7B | 0.7% | — | — | — | Increased — |
JPMORGAN CHASE & CO | 18.1M | $1.7B | 0.7% | $83.38 | -4.31% | 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 (2.4%), AAPL (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 639 new positions, 594 exits, 2725 increased. Top move: VO (INCREASED, conviction 59). Portfolio: $236.8B across 8039 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