UBS Group AG
Institutional investor · Portfolio as of Q4 2023
Top Holdings9,231 positions
MICROSOFT CORP | 22.2M | $8.3B | 2.5% | $142.72 | +157.96% | 20 qtrssince 2019-Q1 | Increased 56 |
APPLE INC | 39M | $7.5B | 2.2% | $69.99 | +171.75% | 20 qtrssince 2019-Q1 | Increased 57 |
STATE STR SPDR S&P 500 ETF T | 9.2M | $4.4B | 1.3% | — | — | — | Decreased — |
INVESCO QQQ TR | 10.6M | $4.3B | 1.3% | — | — | — | Decreased — |
UBS GROUP AG | 135.3M | $4.2B | 1.3% | $17.98 | +58.13% | 20 qtrssince 2019-Q1 | Increased 60 |
ISHARES TR | 19.6M | $3.9B | 1.2% | — | — | — | Increased — |
STATE STR SPDR S&P 500 ETF T | 8.2M | $3.9B | 1.2% | $302.90 | +51.95% | 20 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 24.5M | $3.7B | 1.1% | $107.16 | +41.79% | 20 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 2.7M | $3B | 0.9% | $51.13 | +112.34% | 20 qtrssince 2019-Q1 | Increased 54 |
NVIDIA CORPORATION | 6.1M | $3B | 0.9% | $13.13 | +276.17% | 20 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 20.9M | $2.9B | 0.9% | $68.93 | +100.74% | 20 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 16.1M | $2.7B | 0.8% | $89.74 | +78.76% | 20 qtrssince 2019-Q1 | Increased 46 |
ISHARES TR | 12.9M | $2.6B | 0.8% | — | — | — | Decreased — |
ALPHABET INC | 15.5M | $2.2B | 0.7% | $83.06 | +68.08% | 20 qtrssince 2019-Q1 | Increased 53 |
ISHARES TR | 20.9M | $2.1B | 0.6% | — | — | — | Increased — |
UNION PAC CORP | 8.2M | $2B | 0.6% | — | — | — | Increased — |
UNITEDHEALTH GROUP INC | 3.8M | $2B | 0.6% | $326.66 | +51.87% | 20 qtrssince 2019-Q1 | Increased 49 |
INVESCO QQQ TR | 4.7M | $1.9B | 0.6% | $264.67 | +53.04% | 20 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 7.3M | $1.9B | 0.6% | $158.08 | +61.32% | 20 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORPORATION | 2.9M | $1.9B | 0.6% | $303.66 | +114.05% | 20 qtrssince 2019-Q1 | Increased 48 |
UBS Group AG manages $334.1B across 9231 positions as of Q4 2023. Top holdings: MSFT (2.5%), AAPL (2.2%), SPY puts (1.3%). Fund DNA: Diversified Scout. HoldingsIntel Score: 2.5/5.0.
Active quarter - 1103 new positions, 1351 exits, 4245 increased. Top move: UBS (INCREASED, conviction 60). Portfolio: $334.1B across 9231 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