UBS Group AG
Institutional investor · Portfolio as of Q3 2020
Top Holdings8,112 positions
MICROSOFT CORP | 30.7M | $6.5B | 2.4% | $111.27 | +79.76% | 7 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 46.4M | $5.4B | 2.0% | $45.56 | +146.37% | 7 qtrssince 2019-Q1 | Increased 88 |
TESLA INC | 11.1M | $4.8B | 1.8% | — | — | — | Increased — |
SPDR S&P 500 ETF TRUST | 13.7M | $4.6B | 1.7% | — | — | — | Decreased — |
SPDR S&P 500 ETF TRUST | 13.4M | $4.5B | 1.7% | $251.77 | +22.68% | 7 qtrssince 2019-Q1 | Increased 52 |
AMAZON.COM INC | 1.4M | $4.3B | 1.6% | $89.92 | +75.09% | 7 qtrssince 2019-Q1 | Decreased 0 |
SPDR S&P 500 ETF TRUST | 11.1M | $3.7B | 1.4% | — | — | — | Increased — |
INVESCO QQQ TRUST SERIES 1 | 11.8M | $3.3B | 1.2% | — | — | — | Increased — |
ISHARES TR | 48.5M | $2.9B | 1.1% | $48.68 | +4.82% | 7 qtrssince 2019-Q1 | Increased 50 |
INVESCO QQQ TRUST SERIES 1 | 8.8M | $2.4B | 0.9% | $198.40 | +34.73% | 7 qtrssince 2019-Q1 | Increased 57 |
HOME DEPOT INC | 8M | $2.2B | 0.8% | $160.17 | +49.42% | 7 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 12.5M | $2.2B | 0.8% | $36.42 | +10.92% | 7 qtrssince 2019-Q1 | Increased 46 |
ALIBABA GROUP HOLDING LTD | 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% | $58.41 | +24.28% | 7 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 8.9M | $2B | 0.8% | $24.95 | +47.14% | 7 qtrssince 2019-Q1 | Decreased 0 |
ISHARES INC | 37.7M | $2B | 0.8% | $43.24 | +2.86% | 7 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 13.1M | $1.9B | 0.7% | $114.24 | +10.51% | 7 qtrssince 2019-Q1 | Decreased 0 |
ISHARES MSCI EAFE ETF | 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% | $82.62 | -0.02% | 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 puts (1.8%). Fund DNA: Diversified Scout. HoldingsIntel Score: 2.5/5.0.
Active quarter - 726 new positions, 677 exits, 2917 increased. Top move: AAPL (INCREASED, conviction 88). Portfolio: $265.3B across 8112 positions.
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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