UBS Group AG
Institutional investor · Portfolio as of Q4 2021
Top Holdings10,479 positions
MICROSOFT CORP | 26.4M | $8.9B | 2.5% | $121.22 | +166.77% | 12 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 44.6M | $7.9B | 2.3% | $55.43 | +212.94% | 12 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 5M | $5.3B | 1.5% | — | — | — | Increased — |
STATE STR SPDR S&P 500 ETF T | 9.9M | $4.7B | 1.3% | $276.91 | +60.99% | 12 qtrssince 2019-Q1 | Increased 58 |
STATE STR SPDR S&P 500 ETF T | 9.6M | $4.5B | 1.3% | — | — | — | Increased — |
AMAZON COM INC | 1.3M | $4.3B | 1.2% | $102.35 | +62.89% | 12 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 1.3M | $3.8B | 1.1% | $62.29 | +130.37% | 12 qtrssince 2019-Q1 | Decreased 0 |
INVESCO QQQ TR | 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% | $165.12 | +122.34% | 12 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 5.8M | $2.8B | 0.8% | $352.14 | +26.76% | 12 qtrssince 2019-Q1 | Increased 66 |
UBS GROUP AG | 153.9M | $2.8B | 0.8% | $10.90 | +42.97% | 12 qtrssince 2019-Q1 | Increased 49 |
JPMORGAN CHASE & CO | 16M | $2.5B | 0.7% | $82.63 | +70.13% | 12 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 7.5M | $2.5B | 0.7% | $219.45 | +51.81% | 12 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 13.3M | $2.4B | 0.7% | — | — | — | Increased — |
NVIDIA CORPORATION | 7.3M | $2.1B | 0.6% | — | — | — | Increased — |
NVIDIA CORPORATION | 6.9M | $2B | 0.6% | $7.17 | +308.54% | 12 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 11.8M | $2B | 0.6% | $116.12 | +28.96% | 12 qtrssince 2019-Q1 | Increased 47 |
INVESCO QQQ TR | 5M | $2B | 0.6% | — | — | — | Decreased — |
ISHARES TR | 8.8M | $2B | 0.6% | — | — | — | Decreased — |
ALPHABET INC | 676,356 | $2B | 0.6% | $64.23 | +123.14% | 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 puts (1.5%). Fund DNA: Diversified Scout. HoldingsIntel Score: 2.5/5.0.
Active quarter - 1572 new positions, 819 exits, 4651 increased. Top move: IVV (INCREASED, conviction 66). Portfolio: $349.1B across 10479 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