UBS Group AG
Institutional investor · Portfolio as of Q2 2021
Top Holdings9,542 positions
MICROSOFT CORP | 26.7M | $7.2B | 2.3% | $111.27 | +133.21% | 10 qtrssince 2019-Q1 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 16.7M | $7.2B | 2.3% | — | — | — | Increased — |
APPLE INC | 45M | $6.2B | 2.0% | $48.68 | +174.02% | 10 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 1.4M | $4.7B | 1.5% | $97.47 | +76.47% | 10 qtrssince 2019-Q1 | Increased 55 |
STATE STR SPDR S&P 500 ETF T | 9.1M | $3.9B | 1.3% | $251.77 | +58.51% | 10 qtrssince 2019-Q1 | Decreased 0 |
INVESCO QQQ TR | 9.9M | $3.5B | 1.1% | — | — | — | Decreased — |
ISHARES TR | 61M | $3.4B | 1.1% | — | — | — | Decreased — |
TESLA INC | 4.7M | $3.2B | 1.0% | — | — | — | Decreased — |
ALPHABET INC | 1.3M | $3.1B | 1.0% | $59.08 | +104.70% | 10 qtrssince 2019-Q1 | Decreased 0 |
INVESCO QQQ TR | 7.9M | $2.8B | 0.9% | $208.89 | +65.32% | 10 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 17.3M | $2.7B | 0.9% | $82.63 | +65.15% | 10 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 7.2M | $2.5B | 0.8% | $197.20 | +74.65% | 10 qtrssince 2019-Q1 | Increased 53 |
HOME DEPOT INC | 7.5M | $2.4B | 0.8% | $163.12 | +71.35% | 10 qtrssince 2019-Q1 | Increased 46 |
UBS GROUP AG | 144.8M | $2.2B | 0.7% | $10.48 | +27.63% | 10 qtrssince 2019-Q1 | Increased 51 |
ISHARES TR | 9.6M | $2.2B | 0.7% | $135.70 | +58.42% | 10 qtrssince 2019-Q1 | Increased 48 |
ISHARES TR | 23.9M | $2.1B | 0.7% | — | — | — | Decreased — |
JOHNSON & JOHNSON | 12.1M | $2B | 0.6% | $114.97 | +23.88% | 10 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 730,593 | $1.8B | 0.6% | $64.23 | +93.28% | 10 qtrssince 2019-Q1 | Increased 47 |
VISA INC | 7.8M | $1.8B | 0.6% | $150.21 | +49.67% | 10 qtrssince 2019-Q1 | Increased 45 |
ISHARES TR | 7.6M | $1.7B | 0.6% | — | — | — | Decreased — |
UBS Group AG manages $310.2B across 9542 positions as of Q2 2021. Top holdings: MSFT (2.3%), SPY puts (2.3%), AAPL (2.0%). Fund DNA: Diversified Scout. HoldingsIntel Score: 2.5/5.0.
Active quarter - 1198 new positions, 838 exits, 3288 increased. Top move: AMZN (INCREASED, conviction 55). Portfolio: $310.2B across 9542 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