UBS Group AG
Institutional investor · Portfolio as of Q4 2022
Top Holdings10,681 positions
MICROSOFT CORP | 28.1M | $6.7B | 2.5% | $139.02 | +67.41% | 16 qtrssince 2019-Q1 | Increased 62 |
APPLE INC | 43.9M | $5.7B | 2.1% | $64.37 | +98.29% | 16 qtrssince 2019-Q1 | Increased 62 |
STATE STR SPDR S&P 500 ETF T | 13.5M | $5.2B | 1.9% | — | — | — | Increased — |
STATE STR SPDR S&P 500 ETF T | 9.7M | $3.7B | 1.4% | $291.12 | +25.30% | 16 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 17.2M | $2.3B | 0.9% | $87.60 | +40.18% | 16 qtrssince 2019-Q1 | Increased 48 |
UBS GROUP AG | 121M | $2.3B | 0.8% | $11.05 | +51.45% | 16 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 24.9M | $2.2B | 0.8% | $65.57 | +33.28% | 16 qtrssince 2019-Q1 | Increased 52 |
JOHNSON & JOHNSON | 12.4M | $2.2B | 0.8% | $122.80 | +29.23% | 16 qtrssince 2019-Q1 | Increased 53 |
AMAZON COM INC | 24.5M | $2.1B | 0.8% | $104.78 | -19.83% | 16 qtrssince 2019-Q1 | Increased 46 |
INVESCO QQQ TR | 7.7M | $2.1B | 0.8% | — | — | — | Decreased — |
HOME DEPOT INC | 6.3M | $2B | 0.7% | $171.17 | +67.34% | 16 qtrssince 2019-Q1 | Increased 47 |
VANGUARD INDEX FDS | 13.2M | $1.8B | 0.7% | $100.33 | +28.34% | 16 qtrssince 2019-Q1 | Increased 45 |
STATE STR SPDR S&P 500 ETF T | 4.8M | $1.8B | 0.7% | — | — | — | Decreased — |
ABBVIE INC | 10.8M | $1.7B | 0.7% | $77.10 | +82.33% | 16 qtrssince 2019-Q1 | Increased 49 |
UNITEDHEALTH GROUP INC | 3.3M | $1.7B | 0.7% | $277.03 | +77.66% | 16 qtrssince 2019-Q1 | Increased 53 |
PROCTER & GAMBLE CO | 11.4M | $1.7B | 0.6% | $98.15 | +40.04% | 16 qtrssince 2019-Q1 | Increased 53 |
ISHARES INC | 16.6M | $1.7B | 0.6% | — | — | — | Increased — |
INVESCO QQQ TR | 6.1M | $1.6B | 0.6% | $243.09 | +7.60% | 16 qtrssince 2019-Q1 | Increased 54 |
VISA INC | 7.4M | $1.5B | 0.6% | $154.80 | +30.43% | 16 qtrssince 2019-Q1 | Increased 46 |
ISHARES INC | 14.4M | $1.4B | 0.5% | — | — | — | Increased — |
UBS Group AG manages $267.8B across 10681 positions as of Q4 2022. Top holdings: MSFT (2.5%), AAPL (2.1%), SPY puts (1.9%). Fund DNA: Diversified Scout. HoldingsIntel Score: 2.5/5.0.
Active quarter - 1071 new positions, 1338 exits, 4714 increased. Top move: MSFT (INCREASED, conviction 62). Portfolio: $267.8B across 10681 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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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
Verify source filings on SEC EDGAR