UBS Group AG
Institutional investor · Portfolio as of Q4 2019
Top Holdings8,204 positions
Microsoft Corp. | 43.6M | $6.9B | 2.4% | $111.27 | +33.72% | 4 qtrssince 2019-Q1 | Increased 56 |
Apple Inc. | 15.9M | $4.7B | 1.6% | $45.56 | +55.10% | 4 qtrssince 2019-Q1 | Decreased 0 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 13M | $4.2B | 1.5% | $253.19 | +15.59% | 4 qtrssince 2019-Q1 | Decreased 0 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 11.7M | $3.8B | 1.3% | — | — | — | Decreased — |
State Street Spdr S&p 500 Etf Trust TR UNIT | 11.2M | $3.6B | 1.3% | — | — | — | Increased — |
ISHARES CORE MSCI EAFE ETF | 45.6M | $3B | 1.0% | $49.13 | +10.10% | 4 qtrssince 2019-Q1 | Increased 50 |
JPMorgan Chase & Co. | 21M | $2.9B | 1.0% | $82.70 | +40.86% | 4 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 1.6M | $2.9B | 1.0% | $89.92 | +2.75% | 4 qtrssince 2019-Q1 | Increased 53 |
Alphabet Inc. | 2M | $2.7B | 1.0% | $58.41 | +13.57% | 4 qtrssince 2019-Q1 | Increased 48 |
ISHARES INC | 49.7M | $2.7B | 0.9% | $43.24 | +5.08% | 4 qtrssince 2019-Q1 | Increased 59 |
Home Depot Inc. | 11M | $2.4B | 0.8% | $160.17 | +15.42% | 4 qtrssince 2019-Q1 | Decreased 0 |
INTEL CORP | 39.4M | $2.4B | 0.8% | $46.52 | +13.49% | 4 qtrssince 2019-Q1 | Increased 46 |
Johnson & Johnson | 14.9M | $2.2B | 0.8% | $114.24 | +6.14% | 4 qtrssince 2019-Q1 | Increased 48 |
Vanguard Index Funds MORNINGSTAR GROWTH ETF | 11.1M | $2B | 0.7% | $24.95 | +16.99% | 4 qtrssince 2019-Q1 | Increased 45 |
VANGUARD INDEX FDS | 16.7M | $2B | 0.7% | $89.92 | +12.96% | 4 qtrssince 2019-Q1 | Increased 46 |
iShares Trust MSCI EAFE ETF | 28.8M | $2B | 0.7% | $52.49 | +10.08% | 4 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 10.5M | $2B | 0.7% | $149.95 | +19.39% | 4 qtrssince 2019-Q1 | Increased 48 |
Meta Platforms Inc | 9.1M | $1.9B | 0.6% | $167.94 | +21.06% | 4 qtrssince 2019-Q1 | Increased 47 |
The Procter & Gamble Co. | 14.7M | $1.8B | 0.6% | $87.36 | +20.43% | 4 qtrssince 2019-Q1 | Increased 46 |
DISNEY WALT CO | 12.5M | $1.8B | 0.6% | $106.53 | +31.63% | 4 qtrssince 2019-Q1 | Increased 45 |
UBS Group AG manages $287.4B across 8204 positions as of Q4 2019. Top holdings: MSFT (2.4%), AAPL (1.6%), SPY (1.5%). Fund DNA: Diversified Scout. HoldingsIntel Score: 2.5/5.0.
Active quarter - 549 new positions, 527 exits, 3951 increased. Top move: IEMG (INCREASED, conviction 59). Portfolio: $287.4B across 8204 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
Verify source filings on SEC EDGAR