UBS Group AG
Institutional investor · Portfolio as of Q4 2024
Top Holdings9,875 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 60.9M | $15.3B | 2.8% | $137.87 | +80.33% | 24 qtrssince 2019-Q1 | Increased 56 |
MICROSOFT CORP | 34.3M | $14.4B | 2.7% | $241.84 | +74.38% | 24 qtrssince 2019-Q1 | Increased 58 |
NVIDIA CORP | 100.2M | $13.5B | 2.5% | $116.84 | +17.64% | 24 qtrssince 2019-Q1 | Increased 57 |
AMAZON.COM INC | 37.5M | $8.2B | 1.5% | $136.80 | +61.77% | 24 qtrssince 2019-Q1 | Increased 51 |
BROADCOM INC | 26.6M | $6.2B | 1.1% | $159.81 | +43.24% | 24 qtrssince 2019-Q1 | Increased 52 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 10M | $5.8B | 1.1% | $372.00 | +56.29% | 24 qtrssince 2019-Q1 | Increased 58 |
ALPHABET INC-CL A | 30.7M | $5.8B | 1.1% | $117.25 | +62.46% | 24 qtrssince 2019-Q1 | Increased 52 |
META PLATFORMS INC-CLASS A | 9.8M | $5.8B | 1.1% | $377.53 | +56.11% | 24 qtrssince 2019-Q1 | Increased 52 |
JPMORGAN CHASE & CO | 20M | $4.8B | 0.9% | $112.58 | +107.24% | 24 qtrssince 2019-Q1 | Increased 47 |
UBS GROUP AG- REG | 153.6M | $4.7B | 0.9% | $19.52 | +51.80% | 24 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 21.9M | $4.2B | 0.8% | $125.41 | +53.05% | 24 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 12.3M | $3.9B | 0.7% | $203.13 | +53.56% | 24 qtrssince 2019-Q1 | Increased 45 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 5.3M | $3.1B | 0.6% | — | — | — | Decreased — |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 5.9M | $3B | 0.6% | $313.76 | +63.50% | 24 qtrssince 2019-Q1 | Increased 51 |
TESLA INC | 7.3M | $2.9B | 0.5% | $205.77 | +102.86% | 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% | $390.55 | +26.90% | 24 qtrssince 2019-Q1 | Decreased 0 |
ISHARES RUSSELL 2000 ETF ETF | 11.7M | $2.6B | 0.5% | — | — | — | Decreased — |
HOME DEPOT INC | 6.5M | $2.5B | 0.5% | $215.07 | +76.67% | 24 qtrssince 2019-Q1 | Increased 41 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 6.2M | $2.5B | 0.5% | $40.69 | +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: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 1263 new positions, 866 exits, 5486 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