UBS Group AG
Institutional investor · Portfolio as of Q4 2020
Top Holdings8,499 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TESLA INC | 10.4M | $7.3B | 2.5% | — | — | — | Decreased — |
MICROSOFT CORP | 29.4M | $6.5B | 2.2% | $111.97 | +89.96% | 8 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 48.2M | $6.4B | 2.2% | $95.49 | +34.90% | 8 qtrssince 2019-Q1 | Increased 57 |
AMAZON.COM INC | 1.3M | $4.2B | 1.4% | $89.92 | +82.71% | 8 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 10.7M | $4B | 1.3% | $254.28 | +36.56% | 8 qtrssince 2019-Q1 | Decreased 0 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 9.2M | $2.9B | 1.0% | — | — | — | Decreased — |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 7.5M | $2.8B | 1.0% | — | — | — | Decreased — |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 8.5M | $2.7B | 0.9% | $198.40 | +53.08% | 8 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 7.1M | $2.6B | 0.9% | — | — | — | Decreased — |
APPLE INC | 19.4M | $2.6B | 0.9% | — | — | — | Increased — |
ALPHABET INC-CL A | 1.4M | $2.5B | 0.8% | $59.17 | +45.60% | 8 qtrssince 2019-Q1 | Increased 46 |
JPMORGAN CHASE & CO | 17.8M | $2.3B | 0.8% | $83.40 | +31.43% | 8 qtrssince 2019-Q1 | Increased 45 |
HOME DEPOT INC | 7.6M | $2B | 0.7% | $163.65 | +43.50% | 8 qtrssince 2019-Q1 | Decreased 0 |
UBS GROUP AG- REG | 160.8M | $2B | 0.7% | $10.37 | +18.55% | 8 qtrssince 2019-Q1 | Increased 56 |
SPDR GOLD TRUST | 10.6M | $1.9B | 0.6% | — | — | — | Increased — |
JOHNSON & JOHNSON | 12M | $1.9B | 0.6% | $116.04 | +16.67% | 8 qtrssince 2019-Q1 | Decreased 0 |
ISHR IBX USD HIYLD CB ETF-UI | 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-SP ADR | 7.6M | $1.8B | 0.6% | — | — | — | Increased — |
UBS Group AG manages $295.8B across 8499 positions as of Q4 2020. Top holdings: TSLA (2.5%), MSFT (2.2%), AAPL (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 925 new positions, 683 exits, 3606 increased. Top move: AAPL (INCREASED, conviction 57). Portfolio: $295.8B across 8499 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