UBS Group AG
Institutional investor · Portfolio as of Q4 2021
Top Holdings10,479 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 26.4M | $8.9B | 2.5% | $122.11 | +168.88% | 12 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 44.6M | $7.9B | 2.3% | $98.70 | +75.73% | 12 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 5M | $5.3B | 1.5% | — | — | — | Increased — |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 9.9M | $4.7B | 1.3% | $279.69 | +61.04% | 12 qtrssince 2019-Q1 | Increased 58 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 9.6M | $4.5B | 1.3% | — | — | — | Increased — |
AMAZON.COM INC | 1.3M | $4.3B | 1.2% | $102.44 | +64.62% | 12 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 1.3M | $3.8B | 1.1% | $62.42 | +132.48% | 12 qtrssince 2019-Q1 | Decreased 0 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 7.1M | $2.8B | 0.8% | $233.06 | +67.50% | 12 qtrssince 2019-Q1 | Increased 52 |
HOME DEPOT INC | 6.7M | $2.8B | 0.8% | $168.81 | +119.48% | 12 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 5.8M | $2.8B | 0.8% | $355.22 | +27.02% | 12 qtrssince 2019-Q1 | Increased 66 |
UBS GROUP AG- REG | 153.9M | $2.8B | 0.8% | $11.21 | +42.97% | 12 qtrssince 2019-Q1 | Increased 49 |
JPMORGAN CHASE & CO | 16M | $2.5B | 0.7% | $83.40 | +70.32% | 12 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 7.5M | $2.5B | 0.7% | $220.54 | +55.06% | 12 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 13.3M | $2.4B | 0.7% | — | — | — | Increased — |
NVIDIA CORP | 7.3M | $2.1B | 0.6% | — | — | — | Increased — |
NVIDIA CORP | 6.9M | $2B | 0.6% | $17.06 | +73.09% | 12 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 11.8M | $2B | 0.6% | $118.01 | +29.88% | 12 qtrssince 2019-Q1 | Increased 47 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 5M | $2B | 0.6% | — | — | — | Decreased — |
ISHARES RUSSELL 2000 ETF ETF | 8.8M | $2B | 0.6% | — | — | — | Decreased — |
ALPHABET INC-CL C | 676,356 | $2B | 0.6% | $64.34 | +125.25% | 12 qtrssince 2019-Q1 | Decreased 0 |
UBS Group AG manages $349.1B across 10479 positions as of Q4 2021. Top holdings: MSFT (2.5%), AAPL (2.3%), TSLA (1.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 1560 new positions, 812 exits, 4649 increased. Top move: IVV (INCREASED, conviction 66). Portfolio: $349.1B across 10479 positions.
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Behavioral investing profile
Position Outcomes
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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