UBS Group AG
Institutional investor · Portfolio as of Q3 2023
Top Holdings9,411 positions
STATE STR SPDR S&P 500 ETF T | 16.3M | $7B | 2.4% | — | — | — | Increased — |
MICROSOFT CORP | 21.8M | $6.9B | 2.4% | $139.02 | +121.92% | 19 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 37.2M | $6.4B | 2.2% | $64.37 | +162.41% | 19 qtrssince 2019-Q1 | Decreased 0 |
INVESCO QQQ TR | 11.4M | $4.1B | 1.4% | — | — | — | Increased — |
STATE STR SPDR S&P 500 ETF T | 9M | $3.9B | 1.3% | $302.90 | +36.10% | 19 qtrssince 2019-Q1 | Increased 56 |
AMAZON COM INC | 25.6M | $3.3B | 1.1% | $107.16 | +18.63% | 19 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 17.3M | $3.1B | 1.1% | — | — | — | Increased — |
INVESCO QQQ TR | 8.3M | $3B | 1.0% | — | — | — | Increased — |
ALPHABET INC | 21.7M | $2.8B | 1.0% | $68.93 | +88.05% | 19 qtrssince 2019-Q1 | Decreased 0 |
UBS GROUP AG | 112.8M | $2.8B | 1.0% | $15.90 | +42.65% | 19 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORPORATION | 6.2M | $2.7B | 0.9% | $13.13 | +230.39% | 19 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 15.6M | $2.3B | 0.8% | $87.60 | +54.97% | 19 qtrssince 2019-Q1 | Decreased 0 |
INVESCO QQQ TR | 6.1M | $2.2B | 0.7% | $264.67 | +33.55% | 19 qtrssince 2019-Q1 | Increased 55 |
BROADCOM INC | 2.2M | $1.8B | 0.6% | $37.91 | +112.07% | 19 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 10.3M | $1.8B | 0.6% | — | — | — | Increased — |
UNITEDHEALTH GROUP INC | 3.5M | $1.8B | 0.6% | $312.65 | +51.44% | 19 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 7.6M | $1.7B | 0.6% | $158.08 | +42.22% | 19 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 13M | $1.7B | 0.6% | $72.26 | +80.77% | 19 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 12.3M | $1.7B | 0.6% | $100.33 | +28.54% | 19 qtrssince 2019-Q1 | Decreased 0 |
ISHARES INC | 25.6M | $1.6B | 0.6% | $52.22 | +13.30% | 19 qtrssince 2019-Q1 | Increased 46 |
UBS Group AG manages $290.1B across 9411 positions as of Q3 2023. Top holdings: SPY puts (2.4%), MSFT (2.4%), AAPL (2.2%). Fund DNA: Diversified Scout. HoldingsIntel Score: 2.5/5.0.
Active quarter - 1485 new positions, 965 exits, 2760 increased. Top move: SPY (INCREASED, conviction 56). Portfolio: $290.1B across 9411 positions.
Top holdings by portfolio weight
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