13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001610520
Total reported value
$786.0B
$786.0B
8299 檔
8.0%
During the Q2 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 8299 reported positions.
During Q2 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 8299 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.92% | -0.07% | +7.07% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.71% | +0.03% | +11.42% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.31% | -0.13% | +974.40% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.61% | +0.87% | -61.00% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.89% | +0.32% | +4.32% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.88% | +0.58% | +2.63% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.73% | -0.08% | -7.15% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.36% | +0.24% | +7.15% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.20% | -0.17% | +13.42% | |
| 10 | UBS | UBS Group AG | Stock-Financials | 1.19% | +0.04% | +9.62% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.16% | +0.21% | -2.02% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.11% | +0.19% | +1.27% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.02% | +0.07% | +13.56% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.86% | +0.18% | +22.12% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.84% | -0.05% | +20.03% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 0.82% | — | +14.09% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.75% | -0.22% | +27.81% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.74% | +1.13% | +7.26% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.08% | +7.12% | |
| 20 | GLD | Spdr Gold Shares | ETF-Commodities | 0.64% | -0.42% | +15.24% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.61% | -0.04% | -3.56% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.60% | +0.03% | +56.90% | |
| 23 | AMD | Advanced Micro Devices | Stock-Tech | 0.59% | +0.58% | +12.40% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.57% | -0.02% | +6.65% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.56% | -0.01% | +0.41% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.56% | -0.06% | +12.13% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.54% | -0.07% | -2.63% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.40% | +26.14% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.52% | — | +2.23% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.51% | +0.07% | -0.54% | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.49% | -0.02% | -0.26% | |
| 32 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.49% | -0.08% | -22.66% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.48% | -0.02% | +4.81% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.47% | -0.07% | +2.66% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.45% | -0.12% | +8.78% | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.45% | +0.01% | +7.48% | |
| 37 | MS | Morgan Stanley | Stock-Financials | 0.44% | +0.03% | -2.10% | |
| 38 | CRM | Salesforce Inc | Stock-Tech | 0.44% | -0.06% | +8.18% | |
| 39 | QCOM | Qualcomm Inc | Stock-Tech | 0.44% | -0.05% | +10.65% | |
| 40 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.43% | -0.04% | +0.12% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.42% | -0.08% | -1.80% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.42% | -0.07% | +3.54% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | -0.03% | +1.55% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | — | +1.94% | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.40% | -0.04% | -4.79% | |
| 46 | MU | Micron Technology Inc | Stock-Tech | 0.39% | +1.29% | -0.46% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | -0.11% | -4.06% | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.37% | -0.08% | +27.80% | |
| 49 | XLF | Ss Financial Select Sector | ETF-Other | 0.37% | — | -8.51% | |
| 50 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.36% | -0.03% | +6.34% |
According to official SEC Form 13F filings, UBS Group AG reported a total U.S. public equity portfolio value of $786.0B across 8299 disclosed positions in Q2 2024.
During Q2 2024, UBS Group AG's top holdings by market value included MSFT (3.9%)、AAPL (3.7%)、NVDA (3.3%). The largest single position, MSFT, represented 3.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 8.0% of total reported equity market value during Q2 2024.
In Q2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.