UBS Group AG
Institutional investor · Portfolio as of Q3 2020
Top Holdings8,112 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 30.7M | $6.5B | 2.4% | $111.97 | +77.14% | 7 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 46.4M | $5.4B | 2.0% | $94.19 | +19.15% | 7 qtrssince 2019-Q1 | Increased 88 |
TESLA INC | 11.1M | $4.8B | 1.8% | — | — | — | Increased — |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 13.7M | $4.6B | 1.7% | — | — | — | Decreased — |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 13.4M | $4.5B | 1.7% | $254.28 | +21.50% | 7 qtrssince 2019-Q1 | Increased 52 |
AMAZON.COM INC | 1.4M | $4.3B | 1.6% | $89.92 | +74.87% | 7 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 11.1M | $3.7B | 1.4% | — | — | — | Increased — |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 11.8M | $3.3B | 1.2% | — | — | — | Increased — |
ISHARES CORE MSCI EAFE ETF | 48.5M | $2.9B | 1.1% | $48.68 | +4.82% | 7 qtrssince 2019-Q1 | Increased 50 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 8.8M | $2.4B | 0.9% | $198.40 | +34.73% | 7 qtrssince 2019-Q1 | Increased 57 |
HOME DEPOT INC | 8M | $2.2B | 0.8% | $163.65 | +46.41% | 7 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD MID-CAP ETF | 12.5M | $2.2B | 0.8% | $36.42 | +10.92% | 7 qtrssince 2019-Q1 | Increased 46 |
ALIBABA GROUP HOLDING-SP ADR | 7.1M | $2.1B | 0.8% | — | — | — | Decreased — |
APPLE INC | 17.9M | $2.1B | 0.8% | — | — | — | Increased — |
ALPHABET INC-CL A | 1.4M | $2B | 0.8% | $58.52 | +24.31% | 7 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD GROWTH ETF | 8.9M | $2B | 0.8% | $24.97 | +47.14% | 7 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE MSCI EMERGING | 37.7M | $2B | 0.8% | $43.24 | +2.86% | 7 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 13.1M | $1.9B | 0.7% | $116.04 | +9.19% | 7 qtrssince 2019-Q1 | Decreased 0 |
ISHARES MSCI EAFE ETF CL USD INC | 28.1M | $1.8B | 0.7% | $51.62 | +5.05% | 7 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 17.8M | $1.7B | 0.6% | $83.38 | -0.94% | 7 qtrssince 2019-Q1 | Decreased 0 |
UBS Group AG manages $265.3B across 8112 positions as of Q3 2020. Top holdings: MSFT (2.4%), AAPL (2.0%), TSLA (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 715 new positions, 666 exits, 2916 increased. Top move: AAPL (INCREASED, conviction 88). Portfolio: $265.3B across 8112 positions.
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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