UBS Group AG
Institutional investor · Portfolio as of Q4 2024
Top Holdings9,875 positions
APPLE | 60.9M | $15.3B | 2.8% | $114.70 | +116.75% | 24 qtrssince 2019-Q1 | Increased 56 |
MICROSOFT | 34.3M | $14.4B | 2.7% | $240.02 | +73.22% | 24 qtrssince 2019-Q1 | Increased 58 |
NVIDIA | 100.2M | $13.5B | 2.5% | $49.94 | +168.18% | 24 qtrssince 2019-Q1 | Increased 57 |
AMAZON.COM | 37.5M | $8.2B | 1.5% | $134.91 | +62.62% | 24 qtrssince 2019-Q1 | Increased 51 |
BROADCOM | 26.6M | $6.2B | 1.1% | $60.27 | +279.12% | 24 qtrssince 2019-Q1 | Increased 52 |
STATE STR SPDR S&P 500 ETF T | 10M | $5.8B | 1.1% | $368.13 | +56.14% | 24 qtrssince 2019-Q1 | Increased 58 |
ALPHABET - CLASS A | 30.7M | $5.8B | 1.1% | $99.26 | +89.60% | 24 qtrssince 2019-Q1 | Increased 52 |
META PLATFORMS | 9.8M | $5.8B | 1.1% | $376.96 | +54.44% | 24 qtrssince 2019-Q1 | Increased 52 |
JPMORGAN CHASE & CO | 20M | $4.8B | 0.9% | $110.77 | +107.91% | 24 qtrssince 2019-Q1 | Increased 47 |
UBS GROUP AG | 153.6M | $4.7B | 0.9% | $19.34 | +48.02% | 24 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET - CLASS C | 21.9M | $4.2B | 0.8% | $111.09 | +70.43% | 24 qtrssince 2019-Q1 | Decreased 0 |
VISA - CLASS A | 12.3M | $3.9B | 0.7% | $203.13 | +53.56% | 24 qtrssince 2019-Q1 | Increased 45 |
STATE STR SPDR S&P 500 ETF T | 5.3M | $3.1B | 0.6% | — | — | — | Decreased — |
INVESCO QQQ TR | 5.9M | $3B | 0.6% | $312.03 | +62.46% | 24 qtrssince 2019-Q1 | Increased 51 |
TESLA INC | 7.3M | $2.9B | 0.5% | $200.40 | +101.52% | 24 qtrssince 2019-Q1 | Increased 49 |
ELI LILLY & CO | 3.4M | $2.6B | 0.5% | $468.83 | +62.66% | 24 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 5.1M | $2.6B | 0.5% | $383.36 | +26.29% | 24 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 11.7M | $2.6B | 0.5% | — | — | — | Decreased — |
HOME DEPOT | 6.5M | $2.5B | 0.5% | $210.39 | +76.56% | 24 qtrssince 2019-Q1 | Increased 41 |
ISHARES TR | 6.2M | $2.5B | 0.5% | $40.65 | +145.33% | 24 qtrssince 2019-Q1 | Decreased 0 |
UBS Group AG manages $541.1B across 9875 positions as of Q4 2024. Top holdings: AAPL (2.8%), MSFT (2.7%), NVDA (2.5%). Fund DNA: Diversified Scout. HoldingsIntel Score: 2.5/5.0.
Active quarter - 1327 new positions, 929 exits, 5474 increased. Top move: MSFT (INCREASED, conviction 58). Portfolio: $541.1B across 9875 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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