UBS Group AG
Institutional investor · Portfolio as of Q2 2024
Top Holdings9,464 positions
MICROSOFT CORP | 31.9M | $14.3B | 3.5% | $226.98 | +93.50% | 22 qtrssince 2019-Q1 | Increased 64 |
APPLE INC | 56.4M | $11.9B | 2.9% | $104.82 | +99.04% | 22 qtrssince 2019-Q1 | Increased 61 |
NVIDIA CORPORATION | 91.8M | $11.3B | 2.8% | $43.00 | +186.54% | 22 qtrssince 2019-Q1 | Increased 88 |
AMAZON COM INC | 35.1M | $6.8B | 1.7% | $130.60 | +47.97% | 22 qtrssince 2019-Q1 | Increased 56 |
ALPHABET INC | 27.3M | $5B | 1.2% | $90.11 | +100.46% | 22 qtrssince 2019-Q1 | Increased 54 |
UBS GROUP AG | 156.6M | $4.6B | 1.1% | $19.34 | +44.21% | 22 qtrssince 2019-Q1 | Increased 56 |
ISHARES TR | 21.6M | $4.4B | 1.1% | — | — | — | Increased — |
STATE STR SPDR S&P 500 ETF T | 8M | $4.4B | 1.1% | — | — | — | Decreased — |
BROADCOM INC | 2.7M | $4.4B | 1.1% | $55.75 | +182.14% | 22 qtrssince 2019-Q1 | Increased 53 |
STATE STR SPDR S&P 500 ETF T | 7.7M | $4.2B | 1.0% | $310.04 | +71.05% | 22 qtrssince 2019-Q1 | Decreased 0 |
INVESCO QQQ TR | 8.7M | $4.2B | 1.0% | — | — | — | Increased — |
META PLATFORMS INC | 8.2M | $4.1B | 1.0% | $338.49 | +47.85% | 22 qtrssince 2019-Q1 | Increased 59 |
ALPHABET INC | 21M | $3.8B | 0.9% | $107.81 | +68.72% | 22 qtrssince 2019-Q1 | Increased 57 |
JPMORGAN CHASE & CO | 18.8M | $3.8B | 0.9% | $104.55 | +84.64% | 22 qtrssince 2019-Q1 | Increased 48 |
UNITEDHEALTH GROUP INC | 6.1M | $3.1B | 0.8% | $383.36 | +26.20% | 22 qtrssince 2019-Q1 | Increased 56 |
VISA INC | 11.7M | $3.1B | 0.8% | $199.17 | +29.56% | 22 qtrssince 2019-Q1 | Increased 53 |
ELI LILLY & CO | 3M | $2.7B | 0.7% | $382.31 | +133.22% | 22 qtrssince 2019-Q1 | Increased 50 |
INVESCO QQQ TR | 5.1M | $2.5B | 0.6% | $282.46 | +68.26% | 22 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 6.2M | $2.3B | 0.6% | $40.28 | +124.19% | 22 qtrssince 2019-Q1 | Increased 45 |
BERKSHIRE HATHAWAY INC DEL | 5.5M | $2.2B | 0.6% | $310.53 | +31.00% | 22 qtrssince 2019-Q1 | Increased 51 |
UBS Group AG manages $404.8B across 9464 positions as of Q2 2024. Top holdings: MSFT (3.5%), AAPL (2.9%), NVDA (2.8%). Fund DNA: Diversified Scout. HoldingsIntel Score: 2.5/5.0.
Active quarter - 1160 new positions, 938 exits, 3316 increased. Top move: NVDA (INCREASED, conviction 88). Portfolio: $404.8B across 9464 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
Verify source filings on SEC EDGAR