UBS Group AG
Institutional investor · Portfolio as of Q2 2023
Top Holdings8,828 positions
MICROSOFT CORP | 22.9M | $7.8B | 2.6% | $139.02 | +138.84% | 18 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 38.8M | $7.5B | 2.5% | $64.37 | +196.89% | 18 qtrssince 2019-Q1 | Decreased 0 |
SPDR S&P 500 ETF TRUST | 13.3M | $5.9B | 2.0% | — | — | — | Decreased — |
SPDR S&P 500 ETF TRUST | 8.1M | $3.6B | 1.2% | $291.12 | +46.33% | 18 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 26.6M | $3.5B | 1.2% | $107.16 | +21.65% | 18 qtrssince 2019-Q1 | Increased 55 |
NVIDIA CORP | 7.4M | $3.1B | 1.1% | $13.13 | +221.27% | 18 qtrssince 2019-Q1 | Increased 55 |
ALPHABET INC-CL A | 23.7M | $2.8B | 1.0% | $68.93 | +72.01% | 18 qtrssince 2019-Q1 | Increased 48 |
INVESCO QQQ TRUST SERIES 1 | 7.2M | $2.6B | 0.9% | — | — | — | Decreased — |
ISHARES RUSSELL 2000 ETF | 12.3M | $2.3B | 0.8% | — | — | — | Increased — |
UBS GROUP AG-REG | 113.8M | $2.3B | 0.8% | $15.90 | +17.30% | 18 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 15.6M | $2.3B | 0.8% | $87.60 | +54.36% | 18 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 4.2M | $2B | 0.7% | $312.65 | +43.81% | 18 qtrssince 2019-Q1 | Increased 54 |
INDUSTRIAL SELECT SECT SPDR | 18.5M | $2B | 0.7% | — | — | — | Increased — |
BROADCOM INC | 2.3M | $2B | 0.7% | $37.91 | +120.28% | 18 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 15.3M | $1.8B | 0.6% | $72.26 | +65.85% | 18 qtrssince 2019-Q1 | Increased 48 |
ISHARES RUSSELL 2000 ETF | 9.9M | $1.8B | 0.6% | — | — | — | Increased — |
HOME DEPOT INC | 5.9M | $1.8B | 0.6% | $171.17 | +66.96% | 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 | 4.9M | $1.8B | 0.6% | $243.09 | +47.44% | 18 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 12.6M | $1.8B | 0.6% | $100.33 | +31.59% | 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 puts (2.0%). Fund DNA: Diversified Scout. HoldingsIntel Score: 2.5/5.0.
Active quarter - 860 new positions, 1550 exits, 3634 increased. Top move: AMZN (INCREASED, conviction 55). Portfolio: $296.1B across 8828 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