UBS Group AG
Institutional investor · Portfolio as of Q3 2024
Top Holdings9,448 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 32.4M | $13.9B | 3.0% | $231.27 | +83.36% | 23 qtrssince 2019-Q1 | Increased 59 |
APPLE INC | 59.2M | $13.8B | 3.0% | $134.55 | +71.73% | 23 qtrssince 2019-Q1 | Increased 61 |
NVIDIA CORP | 97M | $11.8B | 2.6% | $116.15 | +4.48% | 23 qtrssince 2019-Q1 | Increased 58 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 13.2M | $7.6B | 1.6% | — | — | — | Increased — |
AMAZON.COM INC | 36.6M | $6.8B | 1.5% | $134.84 | +39.40% | 23 qtrssince 2019-Q1 | Increased 53 |
META PLATFORMS INC-CLASS A | 9.6M | $5.5B | 1.2% | $371.37 | +52.17% | 23 qtrssince 2019-Q1 | Increased 58 |
ALPHABET INC-CL A | 29.8M | $4.9B | 1.1% | $114.90 | +41.97% | 23 qtrssince 2019-Q1 | Increased 55 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 8.5M | $4.9B | 1.1% | $336.35 | +67.37% | 23 qtrssince 2019-Q1 | Increased 55 |
UBS GROUP AG- REG | 155.5M | $4.8B | 1.0% | $19.52 | +53.95% | 23 qtrssince 2019-Q1 | Decreased 0 |
ISHARES RUSSELL 2000 ETF ETF | 20.6M | $4.5B | 1.0% | — | — | — | Decreased — |
BROADCOM INC | 25.9M | $4.5B | 1.0% | $157.96 | +7.54% | 23 qtrssince 2019-Q1 | Increased 73 |
JPMORGAN CHASE & CO | 19.1M | $4B | 0.9% | $107.19 | +90.28% | 23 qtrssince 2019-Q1 | Increased 46 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 8.2M | $4B | 0.9% | — | — | — | Decreased — |
ALPHABET INC-CL C | 22.2M | $3.7B | 0.8% | $125.41 | +31.14% | 23 qtrssince 2019-Q1 | Increased 48 |
UNITEDHEALTH GROUP INC | 6.1M | $3.6B | 0.8% | $390.55 | +44.85% | 23 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 12.2M | $3.4B | 0.7% | $202.18 | +33.97% | 23 qtrssince 2019-Q1 | Increased 47 |
ELI LILLY & CO | 3.6M | $3.2B | 0.7% | $468.83 | +86.36% | 23 qtrssince 2019-Q1 | Increased 54 |
BERKSHIRE HATHAWAY INC-CL B | 5.6M | $2.6B | 0.6% | $314.03 | +45.68% | 23 qtrssince 2019-Q1 | Increased 46 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 5.2M | $2.6B | 0.6% | $286.50 | +68.77% | 23 qtrssince 2019-Q1 | Increased 46 |
APPLE INC | 10.5M | $2.4B | 0.5% | — | — | — | Increased — |
UBS Group AG manages $459B across 9448 positions as of Q3 2024. Top holdings: MSFT (3.0%), AAPL (3.0%), NVDA (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 965 new positions, 1032 exits, 4261 increased. Top move: AVGO (INCREASED, conviction 73). Portfolio: $459.0B across 9448 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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