UBS Group AG
Institutional investor · Portfolio as of Q2 2023
Top Holdings8,828 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 22.9M | $7.8B | 2.6% | $140.12 | +134.62% | 18 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 38.8M | $7.5B | 2.5% | $102.29 | +86.84% | 18 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 13.3M | $5.9B | 2.0% | — | — | — | Decreased — |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 8.1M | $3.6B | 1.2% | $294.67 | +44.00% | 18 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 26.6M | $3.5B | 1.2% | $109.88 | +16.40% | 18 qtrssince 2019-Q1 | Increased 55 |
NVIDIA CORP | 7.4M | $3.1B | 1.1% | $19.35 | +110.77% | 18 qtrssince 2019-Q1 | Increased 55 |
ALPHABET INC-CL A | 23.7M | $2.8B | 1.0% | $95.40 | +23.91% | 18 qtrssince 2019-Q1 | Increased 48 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 7.2M | $2.6B | 0.9% | — | — | — | Decreased — |
ISHARES RUSSELL 2000 ETF ETF | 12.3M | $2.3B | 0.8% | — | — | — | Increased — |
UBS GROUP AG- REG | 113.8M | $2.3B | 0.8% | $15.86 | +19.01% | 18 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 15.6M | $2.3B | 0.8% | $88.70 | +51.79% | 18 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 4.2M | $2B | 0.7% | $318.16 | +42.85% | 18 qtrssince 2019-Q1 | Increased 54 |
INDUSTRIAL SELECT SECT SPDR | 18.5M | $2B | 0.7% | — | — | — | Increased — |
BROADCOM INC | 2.3M | $2B | 0.7% | $38.06 | +119.42% | 18 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 15.3M | $1.8B | 0.6% | $96.62 | +23.28% | 18 qtrssince 2019-Q1 | Increased 48 |
ISHARES RUSSELL 2000 ETF ETF | 9.9M | $1.8B | 0.6% | — | — | — | Increased — |
HOME DEPOT INC | 5.9M | $1.8B | 0.6% | $174.99 | +65.35% | 18 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 7.7M | $1.8B | 0.6% | $158.08 | +46.57% | 18 qtrssince 2019-Q1 | Increased 47 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 4.9M | $1.8B | 0.6% | $243.09 | +47.44% | 18 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD VALUE ETF | 12.6M | $1.8B | 0.6% | $102.18 | +30.05% | 18 qtrssince 2019-Q1 | Decreased 0 |
UBS Group AG manages $296.1B across 8828 positions as of Q2 2023. Top holdings: MSFT (2.6%), AAPL (2.5%), SPY (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 807 new positions, 1494 exits, 3638 increased. Top move: AMZN (INCREASED, conviction 55). Portfolio: $296.1B across 8828 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