UBS Group AG
Institutional investor · Portfolio as of Q4 2023
Top Holdings9,231 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 22.2M | $8.3B | 2.5% | $143.84 | +157.58% | 20 qtrssince 2019-Q1 | Increased 56 |
APPLE INC | 39M | $7.5B | 2.2% | $106.22 | +79.08% | 20 qtrssince 2019-Q1 | Increased 57 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 9.2M | $4.4B | 1.3% | — | — | — | Decreased — |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 10.6M | $4.3B | 1.3% | — | — | — | Decreased — |
UBS GROUP AG- REG | 135.3M | $4.2B | 1.3% | $18.07 | +61.36% | 20 qtrssince 2019-Q1 | Increased 60 |
ISHARES RUSSELL 2000 ETF ETF | 19.6M | $3.9B | 1.2% | — | — | — | Increased — |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 8.2M | $3.9B | 1.2% | $306.42 | +51.37% | 20 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 24.5M | $3.7B | 1.1% | $109.88 | +38.28% | 20 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 2.7M | $3B | 0.9% | $51.22 | +112.34% | 20 qtrssince 2019-Q1 | Increased 54 |
NVIDIA CORP | 6.1M | $3B | 0.9% | $19.35 | +155.72% | 20 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 20.9M | $2.9B | 0.9% | $95.40 | +45.32% | 20 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 16.1M | $2.7B | 0.8% | $90.85 | +78.27% | 20 qtrssince 2019-Q1 | Increased 46 |
ISHARES RUSSELL 2000 ETF ETF | 12.9M | $2.6B | 0.8% | — | — | — | Decreased — |
ALPHABET INC-CL C | 15.5M | $2.2B | 0.7% | $103.56 | +35.07% | 20 qtrssince 2019-Q1 | Increased 53 |
ISHARES 20 PLUS YEAR TREASURY BD | 20.9M | $2.1B | 0.6% | — | — | — | Increased — |
UNION PACIFIC CORP | 8.2M | $2B | 0.6% | — | — | — | Increased — |
UNITEDHEALTH GROUP INC | 3.8M | $2B | 0.6% | $332.49 | +52.15% | 20 qtrssince 2019-Q1 | Increased 49 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 4.7M | $1.9B | 0.6% | $264.67 | +53.04% | 20 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 7.3M | $1.9B | 0.6% | $158.08 | +61.32% | 20 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 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 (1.3%). Fund DNA: Diversified Scout. HoldingsIntel Rating: 3/5.0.
Active quarter - 1063 new positions, 1307 exits, 4246 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