UBS Group AG
Institutional investor · Portfolio as of Q3 2021
Top Holdings9,744 positions
Microsoft Corp. | 28.5M | $8B | 2.5% | $121.22 | +123.21% | 11 qtrssince 2019-Q1 | Increased 58 |
Apple Inc. | 48.7M | $6.9B | 2.2% | $55.43 | +149.01% | 11 qtrssince 2019-Q1 | Increased 59 |
Amazon.com, Inc. | 1.5M | $4.8B | 1.5% | $102.35 | +60.48% | 11 qtrssince 2019-Q1 | Increased 54 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 9.1M | $3.9B | 1.2% | — | — | — | Decreased — |
State Street Spdr S&p 500 Etf Trust TR UNIT | 8.6M | $3.7B | 1.2% | $251.77 | +59.42% | 11 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 1.3M | $3.5B | 1.1% | $62.29 | +112.60% | 11 qtrssince 2019-Q1 | Increased 53 |
Tesla Inc | 4.5M | $3.5B | 1.1% | — | — | — | Decreased — |
iShares Trust RUSSELL 2000 ETF | 15.6M | $3.4B | 1.1% | — | — | — | Increased — |
ISHARES TR | 35.9M | $3.1B | 1.0% | — | — | — | Increased — |
ISHARES TR | 59.8M | $3B | 0.9% | — | — | — | Decreased — |
State Street Spdr S&p 500 Etf Trust TR UNIT | 6.8M | $2.9B | 0.9% | — | — | — | Increased — |
Meta Platforms Inc | 8.5M | $2.9B | 0.9% | $219.45 | +53.18% | 11 qtrssince 2019-Q1 | Increased 53 |
Invesco QQQ Trust, Series 1 UNIT SER 1 | 8M | $2.9B | 0.9% | — | — | — | Decreased — |
JPMorgan Chase & Co. | 16.2M | $2.7B | 0.8% | $82.63 | +74.81% | 11 qtrssince 2019-Q1 | Decreased 0 |
Home Depot Inc. | 7.6M | $2.5B | 0.8% | $165.12 | +75.14% | 11 qtrssince 2019-Q1 | Increased 46 |
UBS GROUP AG | 141.3M | $2.3B | 0.7% | $10.48 | +32.62% | 11 qtrssince 2019-Q1 | Decreased 0 |
Invesco QQQ Trust, Series 1 UNIT SER 1 | 6.2M | $2.2B | 0.7% | $208.89 | +67.50% | 11 qtrssince 2019-Q1 | Decreased 0 |
iShares Trust RUSSELL 2000 ETF | 8.8M | $1.9B | 0.6% | $135.70 | +51.54% | 11 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 715,367 | $1.9B | 0.6% | $64.23 | +105.54% | 11 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 11.4M | $1.8B | 0.6% | $114.97 | +22.16% | 11 qtrssince 2019-Q1 | Decreased 0 |
UBS Group AG manages $317.6B across 9744 positions as of Q3 2021. Top holdings: MSFT (2.5%), AAPL (2.2%), AMZN (1.5%). Fund DNA: Diversified Scout. HoldingsIntel Score: 2.5/5.0.
Active quarter - 1176 new positions, 1019 exits, 3564 increased. Top move: AAPL (INCREASED, conviction 59). Portfolio: $317.6B across 9744 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
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