UBS Group AG
Institutional investor · Portfolio as of Q4 2020
Top Holdings8,499 positions
Tesla Inc | 10.4M | $7.3B | 2.5% | — | — | — | Decreased — |
Microsoft Corp | 29.4M | $6.5B | 2.2% | $111.27 | +90.59% | 8 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc | 48.2M | $6.4B | 2.2% | $48.68 | +164.63% | 8 qtrssince 2019-Q1 | Increased 57 |
Amazon.com Inc | 1.3M | $4.2B | 1.4% | $89.92 | +81.11% | 8 qtrssince 2019-Q1 | Decreased 0 |
SPDR S&P 500 ETF Trust | 10.7M | $4B | 1.3% | $251.77 | +37.55% | 8 qtrssince 2019-Q1 | Decreased 0 |
Invesco QQQ Trust Series 1 | 9.2M | $2.9B | 1.0% | — | — | — | Decreased — |
SPDR S&P 500 ETF Trust | 7.5M | $2.8B | 1.0% | — | — | — | Decreased — |
Invesco QQQ Trust Series 1 | 8.5M | $2.7B | 0.9% | $198.40 | +53.08% | 8 qtrssince 2019-Q1 | Decreased 0 |
SPDR S&P 500 ETF Trust | 7.1M | $2.6B | 0.9% | — | — | — | Decreased — |
Apple Inc | 19.4M | $2.6B | 0.9% | — | — | — | Increased — |
Alphabet Inc | 1.4M | $2.5B | 0.8% | $59.08 | +46.93% | 8 qtrssince 2019-Q1 | Increased 46 |
JPMorgan Chase & Co | 17.8M | $2.3B | 0.8% | $82.63 | +33.17% | 8 qtrssince 2019-Q1 | Increased 45 |
Home Depot Inc/The | 7.6M | $2B | 0.7% | $160.17 | +43.70% | 8 qtrssince 2019-Q1 | Decreased 0 |
UBS Group AG | 160.8M | $2B | 0.7% | $10.09 | +19.33% | 8 qtrssince 2019-Q1 | Increased 56 |
SPDR GOLD TRUST GOLD SHS | 10.6M | $1.9B | 0.6% | — | — | — | Increased — |
Johnson & Johnson | 12M | $1.9B | 0.6% | $114.24 | +17.63% | 8 qtrssince 2019-Q1 | Decreased 0 |
iShares iBoxx $ High Yield Corporate Bond ETF | 21.6M | $1.9B | 0.6% | — | — | — | Increased — |
Tesla Inc | 2.6M | $1.8B | 0.6% | — | — | — | Decreased — |
Amazon.com Inc | 547,090 | $1.8B | 0.6% | — | — | — | Increased — |
Alibaba Group Holding Ltd | 7.6M | $1.8B | 0.6% | — | — | — | Increased — |
UBS Group AG manages $295.8B across 8499 positions as of Q4 2020. Top holdings: TSLA puts (2.5%), MSFT (2.2%), AAPL (2.2%). Fund DNA: Diversified Scout. HoldingsIntel Score: 2.5/5.0.
Active quarter - 944 new positions, 703 exits, 3607 increased. Top move: AAPL (INCREASED, conviction 57). Portfolio: $295.8B across 8499 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
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