UBS Group AG
Institutional investor · Portfolio as of Q3 2024
Top Holdings9,448 positions
MICROSOFT CORP | 32.4M | $13.9B | 3.0% | $229.69 | +84.42% | 23 qtrssince 2019-Q1 | Increased 59 |
APPLE INC | 59.2M | $13.8B | 3.0% | $110.70 | +108.74% | 23 qtrssince 2019-Q1 | Increased 61 |
NVIDIA CORPORATION | 97M | $11.8B | 2.6% | $47.15 | +156.87% | 23 qtrssince 2019-Q1 | Increased 58 |
STATE STR SPDR S&P 500 ETF T | 13.2M | $7.6B | 1.6% | — | — | — | Increased — |
AMAZON COM INC | 36.6M | $6.8B | 1.5% | $132.96 | +40.14% | 23 qtrssince 2019-Q1 | Increased 53 |
META PLATFORMS INC | 9.6M | $5.5B | 1.2% | $371.00 | +53.29% | 23 qtrssince 2019-Q1 | Increased 58 |
ALPHABET INC | 29.8M | $4.9B | 1.1% | $96.39 | +70.85% | 23 qtrssince 2019-Q1 | Increased 55 |
STATE STR SPDR S&P 500 ETF T | 8.5M | $4.9B | 1.1% | $332.95 | +68.44% | 23 qtrssince 2019-Q1 | Increased 55 |
UBS GROUP AG | 155.5M | $4.8B | 1.0% | $19.34 | +50.90% | 23 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 20.6M | $4.5B | 1.0% | — | — | — | Decreased — |
BROADCOM INC | 25.9M | $4.5B | 1.0% | $55.75 | +204.13% | 23 qtrssince 2019-Q1 | Increased 73 |
JPMORGAN CHASE & CO. | 19.1M | $4B | 0.9% | $105.97 | +90.96% | 23 qtrssince 2019-Q1 | Increased 46 |
INVESCO QQQ TR | 8.2M | $4B | 0.9% | — | — | — | Decreased — |
ALPHABET INC | 22.2M | $3.7B | 0.8% | $111.09 | +49.46% | 23 qtrssince 2019-Q1 | Increased 48 |
UNITEDHEALTH GROUP INC | 6.1M | $3.6B | 0.8% | $383.36 | +45.41% | 23 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 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 DEL | 5.6M | $2.6B | 0.6% | $314.14 | +46.52% | 23 qtrssince 2019-Q1 | Increased 46 |
INVESCO QQQ TR | 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: Diversified Scout. HoldingsIntel Score: 2.5/5.0.
Active quarter - 1013 new positions, 1082 exits, 4260 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
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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