UBS Group AG
Institutional investor · Portfolio as of Q3 2019
Top Holdings8,072 positions
STATE STR SPDR S&P 500 ETF T | 25.2M | $7.5B | 2.9% | — | — | — | Increased — |
MICROSOFT CORP | 42.3M | $5.9B | 2.3% | $110.12 | +18.71% | 3 qtrssince 2019-Q1 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 17.2M | $5.1B | 2.0% | $253.19 | +6.06% | 3 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 16.3M | $3.7B | 1.4% | $45.56 | +17.95% | 3 qtrssince 2019-Q1 | Increased 51 |
ISHARES TR | 45.5M | $2.8B | 1.1% | $49.11 | +1.90% | 3 qtrssince 2019-Q1 | Increased 56 |
STATE STR SPDR S&P 500 ETF T | 8.9M | $2.7B | 1.0% | — | — | — | Increased — |
AMAZON COM INC | 1.5M | $2.6B | 1.0% | $89.77 | -3.32% | 3 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 11.1M | $2.6B | 1.0% | $160.17 | +21.85% | 3 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 21.2M | $2.5B | 1.0% | $82.70 | +17.98% | 3 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 1.9M | $2.3B | 0.9% | $57.81 | +4.62% | 3 qtrssince 2019-Q1 | Decreased 0 |
INTEL CORP | 38.7M | $2B | 0.8% | $46.40 | -2.58% | 3 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 29.3M | $1.9B | 0.7% | $52.49 | +2.32% | 3 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 11M | $1.8B | 0.7% | $24.91 | +6.63% | 3 qtrssince 2019-Q1 | Increased 45 |
VANGUARD INDEX FDS | 16.2M | $1.8B | 0.7% | $89.55 | +4.83% | 3 qtrssince 2019-Q1 | Increased 46 |
JOHNSON & JOHNSON | 14M | $1.8B | 0.7% | $113.77 | -6.12% | 3 qtrssince 2019-Q1 | Decreased 0 |
ISHARES INC | 36.3M | $1.8B | 0.7% | $42.43 | -4.66% | 3 qtrssince 2019-Q1 | Decreased 0 |
BOEING CO | 4.7M | $1.8B | 0.7% | $367.02 | +2.45% | 3 qtrssince 2019-Q1 | Increased 47 |
PROCTER & GAMBLE CO | 14.2M | $1.8B | 0.7% | $86.81 | +19.93% | 3 qtrssince 2019-Q1 | Increased 46 |
INVESCO QQQ TR | 9.3M | $1.7B | 0.7% | — | — | — | Increased — |
VISA INC | 9.8M | $1.7B | 0.7% | $148.12 | +10.46% | 3 qtrssince 2019-Q1 | Decreased 0 |
UBS Group AG manages $259.8B across 8072 positions as of Q3 2019. Top holdings: SPY puts (2.9%), MSFT (2.3%), SPY (2.0%). Fund DNA: Diversified Scout. HoldingsIntel Score: 2.5/5.0.
Active quarter - 489 new positions, 464 exits, 3737 increased. Top move: IEFA (INCREASED, conviction 56). Portfolio: $259.8B across 8072 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