UBS Group AG
Institutional investor · Portfolio as of Q3 2022
Top Holdings10,856 positions
MICROSOFT CORP | 24.5M | $5.7B | 2.5% | $125.49 | +79.60% | 15 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 38.5M | $5.3B | 2.3% | $55.43 | +144.56% | 15 qtrssince 2019-Q1 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 12.3M | $4.4B | 1.9% | — | — | — | Increased — |
STATE STR SPDR S&P 500 ETF T | 9.8M | $3.5B | 1.5% | $291.12 | +16.49% | 15 qtrssince 2019-Q1 | Increased 55 |
AMAZON COM INC | 23.8M | $2.7B | 1.2% | $105.40 | +7.21% | 15 qtrssince 2019-Q1 | Decreased 0 |
INVESCO QQQ TR | 8.2M | $2.2B | 1.0% | — | — | — | Decreased — |
ALPHABET INC | 21.6M | $2.1B | 0.9% | $62.29 | +52.12% | 15 qtrssince 2019-Q1 | Increased 73 |
STATE STR SPDR S&P 500 ETF T | 5.7M | $2B | 0.9% | — | — | — | Increased — |
ISHARES TR | 10.8M | $1.8B | 0.8% | — | — | — | Increased — |
UBS GROUP AG | 122.4M | $1.8B | 0.8% | $11.05 | +17.71% | 15 qtrssince 2019-Q1 | Increased 49 |
ISHARES TR | 24.5M | $1.7B | 0.8% | — | — | — | Increased — |
JOHNSON & JOHNSON | 10.5M | $1.7B | 0.7% | $116.12 | +25.57% | 15 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 16.3M | $1.7B | 0.7% | $85.67 | +10.71% | 15 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 6M | $1.7B | 0.7% | $165.12 | +50.64% | 15 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 13M | $1.6B | 0.7% | $100.02 | +12.42% | 15 qtrssince 2019-Q1 | Increased 46 |
UNITEDHEALTH GROUP INC | 2.8M | $1.4B | 0.6% | $235.62 | +98.37% | 15 qtrssince 2019-Q1 | Decreased 0 |
INVESCO QQQ TR | 5M | $1.3B | 0.6% | $238.94 | +11.50% | 15 qtrssince 2019-Q1 | Decreased 0 |
ABBVIE INC | 9.9M | $1.3B | 0.6% | $71.49 | +62.65% | 15 qtrssince 2019-Q1 | Increased 45 |
APPLE INC | 9.5M | $1.3B | 0.6% | — | — | — | Increased — |
VISA INC | 7.2M | $1.3B | 0.6% | $153.83 | +11.98% | 15 qtrssince 2019-Q1 | Decreased 0 |
UBS Group AG manages $228.1B across 10856 positions as of Q3 2022. Top holdings: MSFT (2.5%), AAPL (2.3%), SPY puts (1.9%). Fund DNA: Diversified Scout. HoldingsIntel Score: 2.5/5.0.
Active quarter - 1017 new positions, 989 exits, 4413 increased. Top move: GOOGL (INCREASED, conviction 73). Portfolio: $228.1B across 10856 positions.
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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