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CIK: 0001610520
Total reported value
$786.0B
$786.0B
8078 檔
8.6%
During the Q1 2024 filing period, UBS Group AG (CIK: 0001610520) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $786.0B across 8078 reported positions.
During Q1 2024, UBS Group AG's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 8078 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.49% | +0.87% | +155.38% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.48% | -0.07% | +11.22% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.74% | +0.03% | +17.62% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.27% | -0.13% | +10.02% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.95% | -0.08% | +1.35% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.71% | +0.58% | -20.28% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.71% | +0.32% | +20.08% | |
| 8 | UBS | UBS Group AG | Stock-Financials | 1.13% | +0.04% | +1.39% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.10% | +0.19% | -0.55% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.06% | +0.24% | +5.57% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.03% | -0.17% | +12.88% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 0.98% | +0.21% | -13.01% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 0.77% | — | +24.85% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.75% | +0.07% | +1.06% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.69% | +0.18% | +17.74% | |
| 16 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.66% | -0.08% | -25.28% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | -0.08% | +15.87% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 0.63% | -0.07% | +8.24% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.63% | -0.05% | +37.56% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.59% | +1.13% | +1.35% | |
| 21 | AMD | Advanced Micro Devices | Stock-Tech | 0.59% | +0.58% | -14.33% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | -0.02% | -7.60% | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.57% | -0.22% | +14.67% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | -0.04% | -3.62% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 0.54% | +0.07% | +33.43% | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 0.54% | -0.42% | +15.05% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.52% | -0.01% | +1.66% | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.51% | -0.07% | +24.66% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.51% | -0.02% | +0.45% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.50% | -0.02% | +2.11% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.50% | -0.06% | +18.45% | |
| 32 | CRM | Salesforce Inc | Stock-Tech | 0.48% | -0.06% | -0.14% | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.47% | — | -0.37% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.46% | +0.01% | +36.37% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | -0.03% | +8.27% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.44% | -0.08% | +0.79% | |
| 37 | MS | Morgan Stanley | Stock-Financials | 0.44% | +0.03% | +15.34% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | -0.40% | +3.82% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.42% | -0.07% | +6.84% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.42% | -0.12% | +22.08% | |
| 41 | STLA | Stellantis N.V. | Stock-Consumer Disc | 0.41% | -0.01% | +69.21% | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.41% | -0.04% | +10.18% | |
| 43 | XLF | Ss Financial Select Sector | ETF-Other | 0.41% | — | +10.75% | |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.41% | -0.04% | +10.40% | |
| 45 | INTC | Intel CORP | Stock-Tech | 0.40% | +0.31% | +33.23% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | -0.11% | -6.28% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | — | +5.29% | |
| 48 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.36% | -0.03% | +5.24% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.36% | -0.01% | -1.30% | |
| 50 | MU | Micron Technology Inc | Stock-Tech | 0.35% | +1.29% | +34.45% |
According to official SEC Form 13F filings, UBS Group AG reported a total U.S. public equity portfolio value of $786.0B across 8078 disclosed positions in Q1 2024.
During Q1 2024, UBS Group AG's top holdings by market value included SPY (6.5%)、MSFT (3.5%)、AAPL (2.7%). The largest single position, SPY, represented 6.5% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, MSFT, AAPL) accounted for 8.6% of total reported equity market value during Q1 2024.
In Q1 2024, UBS Group AG made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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