UBS Group
Latest statistics and disclosures from UBS Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, SPY, QQQ, IWM, and represent 13.87% of UBS Group's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$1.5B), MSFT (+$1.3B), TLT (+$978M), IWM (+$898M), AVGO (+$631M), UBS (+$605M), GOOG (+$539M), UNP (+$490M), HYG (+$424M), LLY (+$360M).
- Started 1102 new stock positions in XTOC, YCL, PROC, FNCB, IQHI, Neuberger Berman Etf Trust, MICS, DJUL, AWX, NRACU.
- Reduced shares in these 10 stocks: SPY (-$4.4B), QQQ (-$2.6B), , FIS (-$470M), ITB (-$302M), Seagen (-$278M), ASHR (-$247M), XLE (-$246M), EWZ (-$232M), XLI (-$218M).
- Sold out of its positions in Abcam Plc Ads, Abri Spac I, Abri Spac I, LGRO, Amtd Idea Group Sponsored, ASTSW, ABEO, Accretion Acquisition Corp, Accretion Acquisition Corp, Accretion Acquisition Corp.
- UBS Group was a net buyer of stock by $12B.
- UBS Group has $334B in assets under management (AUM), dropping by 15.16%.
- Central Index Key (CIK): 0001610520
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UBS Group holds 8015 positions in its portfolio as reported in the December 2023 quarterly 13F filing
UBS Group has 8015 total positions. Only the first 250 positions are shown.
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- Download the UBS Group December 2023 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 3.4 | $11B | +12% | 30M | 376.04 |
|
Apple Call Option (AAPL) | 3.1 | $11B | +16% | 55M | 192.53 |
|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.8 | $9.3B | -32% | 20M | 475.31 |
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.4 | $7.9B | -24% | 19M | 410.00 |
|
Ishares Tr Russell 2000 Etf (IWM) | 2.2 | $7.4B | +13% | 37M | 200.71 |
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Amazon Call Option (AMZN) | 1.4 | $4.8B | 32M | 151.94 |
|
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NVIDIA Corporation (NVDA) | 1.4 | $4.5B | -2% | 9.2M | 495.22 |
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Ubs Group SHS (UBS) | 1.4 | $4.5B | +15% | 146M | 30.90 |
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Broadcom (AVGO) | 1.1 | $3.8B | +19% | 3.4M | 1116.50 |
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JPMorgan Chase & Co. (JPM) | 1.1 | $3.8B | +10% | 22M | 170.10 |
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Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $3.7B | +5% | 27M | 139.69 |
|
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.1 | $3.7B | +36% | 37M | 98.88 |
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Union Pacific Corporation (UNP) | 1.0 | $3.3B | +17% | 13M | 245.62 |
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Alphabet Cap Stk Cl C Put Option (GOOG) | 0.8 | $2.8B | +24% | 20M | 140.93 |
|
Meta Platforms Cl A (META) | 0.8 | $2.7B | 7.5M | 353.96 |
|
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Tesla Motors Call Option (TSLA) | 0.8 | $2.6B | +12% | 10M | 248.48 |
|
UnitedHealth (UNH) | 0.7 | $2.5B | +7% | 4.7M | 526.47 |
|
Visa Com Cl A Put Option (V) | 0.7 | $2.3B | +3% | 8.9M | 260.35 |
|
Advanced Micro Devices (AMD) | 0.7 | $2.3B | -2% | 15M | 147.40 |
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Abbvie (ABBV) | 0.6 | $2.1B | +7% | 14M | 154.97 |
|
Home Depot (HD) | 0.6 | $2.1B | +4% | 6.1M | 346.55 |
|
Costco Wholesale Corporation (COST) | 0.6 | $2.1B | +8% | 3.1M | 660.00 |
|
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.6 | $2.0B | +2% | 49M | 40.00 |
|
Berkshire Hathaway Inc Del Cl B New Put Option (BRK.B) | 0.6 | $1.9B | +17% | 5.3M | 356.66 |
|
Vanguard Index Fds Value Etf (VTV) | 0.6 | $1.9B | 13M | 149.51 |
|
|
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $1.9B | 6.1M | 303.17 |
|
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Eli Lilly & Co. (LLY) | 0.5 | $1.8B | +25% | 3.0M | 582.92 |
|
Spdr Gold Tr Gold Shs (GLD) | 0.5 | $1.7B | +7% | 9.1M | 191.17 |
|
McDonald's Corporation (MCD) | 0.5 | $1.7B | +7% | 5.8M | 296.51 |
|
Vanguard Index Fds Growth Etf (VUG) | 0.5 | $1.7B | +3% | 5.5M | 310.91 |
|
salesforce Put Option (CRM) | 0.5 | $1.7B | +14% | 6.4M | 263.14 |
|
Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $1.7B | -7% | 24M | 70.36 |
|
Cisco Systems (CSCO) | 0.5 | $1.6B | 33M | 50.52 |
|
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Johnson & Johnson (JNJ) | 0.5 | $1.6B | 10M | 156.74 |
|
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Merck & Co Put Option (MRK) | 0.5 | $1.6B | +11% | 15M | 109.02 |
|
Procter & Gamble Company (PG) | 0.5 | $1.5B | 10M | 146.54 |
|
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Morgan Stanley Com New (MS) | 0.5 | $1.5B | +4% | 16M | 93.25 |
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Ishares Tr Core S&p500 Etf Put Option (IVV) | 0.5 | $1.5B | +6% | 3.2M | 477.63 |
|
Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $1.5B | +3% | 20M | 75.35 |
|
Coca-Cola Company (KO) | 0.4 | $1.5B | +14% | 25M | 58.93 |
|
Exxon Mobil Corporation (XOM) | 0.4 | $1.4B | +10% | 14M | 99.98 |
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Intel Corporation (INTC) | 0.4 | $1.4B | -3% | 27M | 50.26 |
|
Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $1.4B | 5.9M | 232.64 |
|
|
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.3B | +5% | 3.1M | 436.80 |
|
Select Sector Spdr Tr Financial (XLF) | 0.4 | $1.3B | 36M | 37.50 |
|
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Bank of America Corporation (BAC) | 0.4 | $1.3B | +5% | 39M | 33.67 |
|
Chevron Corporation Put Option (CVX) | 0.4 | $1.3B | 8.7M | 149.16 |
|
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $1.3B | 27M | 47.90 |
|
|
Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $1.3B | +16% | 3.6M | 350.91 |
|
Thermo Fisher Scientific (TMO) | 0.4 | $1.3B | +10% | 2.4M | 530.79 |
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Adobe Systems Incorporated (ADBE) | 0.4 | $1.2B | +20% | 2.1M | 596.60 |
|
Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $1.2B | 4.5M | 277.15 |
|
|
Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $1.2B | +17% | 13M | 96.39 |
|
Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $1.2B | +6% | 7.4M | 165.25 |
|
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.4 | $1.2B | +53% | 16M | 77.39 |
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Mastercard Incorporated Cl A (MA) | 0.4 | $1.2B | -15% | 2.8M | 426.51 |
|
Amgen (AMGN) | 0.3 | $1.2B | +15% | 4.0M | 288.03 |
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Select Sector Spdr Tr Technology (XLK) | 0.3 | $1.1B | +3% | 6.0M | 192.48 |
|
Pepsi (PEP) | 0.3 | $1.1B | 6.7M | 169.85 |
|
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Wal-Mart Stores (WMT) | 0.3 | $1.1B | 7.1M | 157.65 |
|
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Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.1B | +4% | 6.4M | 170.40 |
|
Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $1.1B | +3% | 10M | 108.25 |
|
Honeywell International (HON) | 0.3 | $1.1B | +15% | 5.1M | 209.70 |
|
Netflix (NFLX) | 0.3 | $1.1B | +19% | 2.2M | 486.90 |
|
Linde SHS (LIN) | 0.3 | $994M | +8% | 2.4M | 410.71 |
|
Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $974M | +4% | 4.1M | 237.22 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $953M | 6.0M | 157.80 |
|
|
Nike CL B (NKE) | 0.3 | $945M | +29% | 8.7M | 108.57 |
|
Palo Alto Networks (PANW) | 0.3 | $941M | 3.2M | 294.88 |
|
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Abbott Laboratories (ABT) | 0.3 | $939M | +10% | 8.5M | 110.07 |
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Metropcs Communications (TMUS) | 0.3 | $923M | +9% | 5.8M | 160.33 |
|
Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $916M | +31% | 9.2M | 99.25 |
|
Select Sector Spdr Tr Energy (XLE) | 0.3 | $912M | -21% | 11M | 83.84 |
|
Starbucks Corporation (SBUX) | 0.3 | $910M | +3% | 9.5M | 96.00 |
|
Taiwan Semiconductor Mfg Sponsored Ads Put Option (TSM) | 0.3 | $879M | +23% | 8.5M | 104.00 |
|
Raytheon Technologies Corp (RTX) | 0.3 | $878M | -16% | 10M | 84.14 |
|
United Parcel Service CL B Put Option (UPS) | 0.3 | $859M | -4% | 5.5M | 157.23 |
|
Vanguard World Fds Inf Tech Etf (VGT) | 0.3 | $853M | 1.8M | 484.00 |
|
|
Applied Materials (AMAT) | 0.2 | $834M | +15% | 5.1M | 162.07 |
|
Qualcomm (QCOM) | 0.2 | $822M | 5.7M | 144.63 |
|
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Stellantis SHS (STLA) | 0.2 | $809M | -4% | 35M | 23.32 |
|
Ishares Tr China Lg-cap Etf (FXI) | 0.2 | $809M | +12% | 34M | 24.03 |
|
Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $805M | 3.8M | 213.00 |
|
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Ishares Core Msci Emkt (IEMG) | 0.2 | $802M | -2% | 16M | 50.58 |
|
Nextera Energy (NEE) | 0.2 | $793M | -7% | 13M | 60.74 |
|
Citigroup Com New (C) | 0.2 | $793M | +24% | 16M | 51.00 |
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Analog Devices (ADI) | 0.2 | $783M | +10% | 3.9M | 198.58 |
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Boeing Company (BA) | 0.2 | $776M | +25% | 3.0M | 260.66 |
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Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $770M | -15% | 7.6M | 101.77 |
|
Micron Technology (MU) | 0.2 | $766M | -17% | 9.0M | 85.35 |
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Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $762M | +32% | 6.9M | 110.66 |
|
BlackRock (BLK) | 0.2 | $758M | +9% | 934k | 811.79 |
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Goldman Sachs (GS) | 0.2 | $748M | +10% | 1.9M | 385.77 |
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Mondelez Intl Cl A (MDLZ) | 0.2 | $742M | +16% | 10M | 72.43 |
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Select Sector Spdr Tr Indl (XLI) | 0.2 | $733M | -22% | 6.4M | 114.00 |
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Intuit (INTU) | 0.2 | $731M | +27% | 1.2M | 625.03 |
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Lockheed Martin Corporation (LMT) | 0.2 | $729M | +11% | 1.6M | 453.24 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $719M | -2% | 18M | 41.10 |
|
Walt Disney Company (DIS) | 0.2 | $710M | +2% | 7.9M | 90.29 |
|
Oracle Corporation (ORCL) | 0.2 | $710M | +9% | 6.7M | 105.43 |
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Verizon Communications (VZ) | 0.2 | $708M | +18% | 19M | 37.70 |
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Danaher Corporation (DHR) | 0.2 | $708M | 3.1M | 231.33 |
|
|
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $701M | 9.3M | 75.10 |
|
|
Texas Instruments Incorporated (TXN) | 0.2 | $690M | -12% | 4.0M | 170.46 |
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Blackstone Group Inc Com Cl A (BX) | 0.2 | $686M | +2% | 5.2M | 130.92 |
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Liberty Broadband Corp Com Ser C (LBRDK) | 0.2 | $678M | -2% | 8.4M | 80.59 |
|
CVS Caremark Corporation (CVS) | 0.2 | $677M | -2% | 8.6M | 78.96 |
|
Uber Technologies (UBER) | 0.2 | $676M | +3% | 11M | 61.57 |
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International Business Machines (IBM) | 0.2 | $675M | +30% | 4.1M | 163.54 |
|
Marsh & McLennan Companies (MMC) | 0.2 | $658M | +9% | 3.5M | 189.48 |
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EOG Resources (EOG) | 0.2 | $649M | +4% | 5.4M | 120.95 |
|
Comcast Corp Cl A (CMCSA) | 0.2 | $643M | +15% | 15M | 44.00 |
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Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $629M | +4% | 4.3M | 147.14 |
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Intuitive Surgical Com New (ISRG) | 0.2 | $628M | +26% | 1.9M | 337.35 |
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Lowe's Companies (LOW) | 0.2 | $623M | +6% | 2.8M | 222.55 |
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Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $619M | 3.6M | 173.89 |
|
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Pdd Holdings Sponsored Ads (PDD) | 0.2 | $618M | +28% | 4.2M | 146.31 |
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Pfizer (PFE) | 0.2 | $618M | +20% | 21M | 29.00 |
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $616M | +2% | 6.7M | 91.39 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $615M | +6% | 4.5M | 136.00 |
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Lam Research Corporation (LRCX) | 0.2 | $610M | +17% | 778k | 783.26 |
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Chipotle Mexican Grill (CMG) | 0.2 | $601M | +18% | 263k | 2287.00 |
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American Tower Reit (AMT) | 0.2 | $593M | -7% | 2.7M | 215.87 |
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Caterpillar (CAT) | 0.2 | $583M | +10% | 2.0M | 295.67 |
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Emerson Electric (EMR) | 0.2 | $572M | +10% | 5.9M | 97.33 |
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American Express Company (AXP) | 0.2 | $557M | +14% | 3.0M | 187.34 |
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TJX Companies Put Option (TJX) | 0.2 | $538M | 5.7M | 93.81 |
|
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Schlumberger Com Stk Put Option (SLB) | 0.2 | $535M | +8% | 10M | 52.04 |
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Ameriprise Financial (AMP) | 0.2 | $534M | +10% | 1.4M | 379.83 |
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Automatic Data Processing (ADP) | 0.2 | $532M | +9% | 2.3M | 232.97 |
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S&p Global (SPGI) | 0.2 | $530M | 1.2M | 440.52 |
|
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ConocoPhillips (COP) | 0.2 | $525M | 4.5M | 116.07 |
|
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Deere & Company (DE) | 0.2 | $523M | 1.3M | 399.87 |
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Prologis (PLD) | 0.2 | $520M | -4% | 3.9M | 133.30 |
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Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $514M | -3% | 2.0M | 255.36 |
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Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $509M | +2% | 6.2M | 82.04 |
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Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $499M | -8% | 6.4M | 77.51 |
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Chubb (CB) | 0.1 | $496M | -14% | 2.2M | 226.00 |
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Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $495M | 2.8M | 179.00 |
|
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Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $488M | +19% | 5.5M | 89.33 |
|
Servicenow (NOW) | 0.1 | $481M | 681k | 706.49 |
|
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Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $481M | +76% | 7.6M | 63.00 |
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O'reilly Automotive (ORLY) | 0.1 | $477M | +10% | 502k | 950.07 |
|
Vaneck Etf Trust Gold Miners Etf Put Option (GDX) | 0.1 | $475M | +12% | 15M | 31.01 |
|
Target Corporation (TGT) | 0.1 | $472M | -27% | 3.3M | 142.42 |
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Vanguard Index Fds Large Cap Etf Put Option (VV) | 0.1 | $467M | +2% | 2.1M | 218.15 |
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Rockwell Automation (ROK) | 0.1 | $464M | 1.5M | 310.48 |
|
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Cme (CME) | 0.1 | $463M | 2.2M | 210.60 |
|
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Wells Fargo & Company (WFC) | 0.1 | $462M | +19% | 9.4M | 49.22 |
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Kinder Morgan (KMI) | 0.1 | $460M | 26M | 17.64 |
|
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Alcon Ord Shs (ALC) | 0.1 | $452M | -8% | 5.8M | 78.12 |
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $450M | -5% | 9.0M | 50.23 |
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Eaton Corp SHS (ETN) | 0.1 | $449M | +15% | 1.9M | 240.82 |
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Bristol Myers Squibb (BMY) | 0.1 | $448M | -16% | 8.7M | 51.31 |
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General Electric Com New (GE) | 0.1 | $446M | +10% | 3.5M | 127.63 |
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Spdr Ser Tr S&p Regl Bkg (KRE) | 0.1 | $442M | -25% | 8.5M | 52.00 |
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Boston Scientific Corporation (BSX) | 0.1 | $442M | +25% | 7.6M | 57.81 |
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Gilead Sciences (GILD) | 0.1 | $441M | +9% | 5.4M | 81.00 |
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Williams Companies (WMB) | 0.1 | $441M | 13M | 34.83 |
|
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Phillips 66 (PSX) | 0.1 | $427M | -12% | 3.2M | 133.14 |
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Ishares Tr Tips Bd Etf (TIP) | 0.1 | $426M | -13% | 4.0M | 107.49 |
|
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $422M | +9% | 5.5M | 77.37 |
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Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $421M | 5.4M | 77.73 |
|
|
Philip Morris International (PM) | 0.1 | $411M | +32% | 4.4M | 94.08 |
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Nxp Semiconductors N V (NXPI) | 0.1 | $406M | +23% | 1.8M | 229.68 |
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Parker-Hannifin Corporation (PH) | 0.1 | $405M | 879k | 460.70 |
|
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CRH Ord (CRH) | 0.1 | $404M | +17% | 5.8M | 69.00 |
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Workday Cl A (WDAY) | 0.1 | $404M | +5% | 1.5M | 276.07 |
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Republic Services (RSG) | 0.1 | $403M | +3% | 2.4M | 164.91 |
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Anthem (ELV) | 0.1 | $401M | +22% | 851k | 471.56 |
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Wisdomtree Tr Floatng Rat Trea (USFR) | 0.1 | $401M | -4% | 8.0M | 50.24 |
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $400M | -5% | 7.1M | 56.40 |
|
Colgate-Palmolive Company (CL) | 0.1 | $398M | -6% | 5.0M | 79.71 |
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FedEx Corporation (FDX) | 0.1 | $397M | -5% | 1.6M | 252.96 |
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Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $395M | +13% | 29M | 13.80 |
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American Electric Power Company (AEP) | 0.1 | $395M | 4.9M | 81.22 |
|
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American Intl Group Com New (AIG) | 0.1 | $386M | 5.7M | 67.75 |
|
|
Freeport-mcmoran CL B Put Option (FCX) | 0.1 | $382M | +39% | 9.0M | 42.57 |
|
Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $382M | +5% | 3.4M | 111.63 |
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Baidu Spon Adr Rep A (BIDU) | 0.1 | $377M | +445% | 3.2M | 119.09 |
|
Enterprise Products Partners Put Option (EPD) | 0.1 | $377M | +5% | 14M | 26.35 |
|
Spdr Dow Jones Indl Average Ut Ser 1 Put Option (DIA) | 0.1 | $366M | -14% | 972k | 376.87 |
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CSX Corporation (CSX) | 0.1 | $365M | +26% | 11M | 34.67 |
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Travelers Companies (TRV) | 0.1 | $364M | +17% | 1.9M | 190.50 |
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Dow (DOW) | 0.1 | $364M | +6% | 6.6M | 54.84 |
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Booking Holdings (BKNG) | 0.1 | $361M | 102k | 3547.25 |
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Humana (HUM) | 0.1 | $361M | +4% | 787k | 457.81 |
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Air Products & Chemicals (APD) | 0.1 | $358M | +21% | 1.3M | 273.80 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $356M | -4% | 4.7M | 76.00 |
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Ishares Silver Tr Ishares (SLV) | 0.1 | $356M | +38% | 16M | 21.78 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $351M | +12% | 4.8M | 73.55 |
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Western Digital (WDC) | 0.1 | $346M | +3% | 6.6M | 52.37 |
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Sherwin-Williams Company (SHW) | 0.1 | $345M | +6% | 1.1M | 311.90 |
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Pioneer Natural Resources (PXD) | 0.1 | $339M | -9% | 1.5M | 224.88 |
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Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $339M | +69% | 448k | 756.92 |
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Regeneron Pharmaceuticals (REGN) | 0.1 | $337M | +13% | 383k | 878.30 |
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Nrg Energy Com New (NRG) | 0.1 | $336M | -11% | 6.5M | 51.70 |
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Kla Corp Com New (KLAC) | 0.1 | $335M | +29% | 576k | 581.30 |
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $331M | +3% | 4.6M | 72.00 |
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Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $330M | +12% | 6.3M | 51.99 |
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Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $326M | -2% | 4.2M | 78.03 |
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Lululemon Athletica (LULU) | 0.1 | $324M | -16% | 635k | 511.29 |
|
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $324M | -11% | 6.4M | 51.05 |
|
Vanguard World Fds Health Car Etf (VHT) | 0.1 | $323M | -7% | 1.3M | 250.70 |
|
Ishares Gold Tr Ishares New (IAU) | 0.1 | $322M | -3% | 8.3M | 39.03 |
|
Medtronic SHS (MDT) | 0.1 | $322M | -3% | 3.9M | 82.38 |
|
Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $318M | +280% | 3.5M | 91.00 |
|
Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $316M | 6.2M | 51.26 |
|
|
J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $316M | 5.7M | 54.98 |
|
|
Snowflake Cl A (SNOW) | 0.1 | $315M | +62% | 1.6M | 199.00 |
|
Vaneck Etf Trust Semiconductr Etf Call Option (SMH) | 0.1 | $313M | +11% | 1.8M | 174.87 |
|
United States Steel Corporation (X) | 0.1 | $312M | +28% | 6.4M | 48.65 |
|
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $311M | 5.5M | 56.14 |
|
|
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $311M | 612k | 507.33 |
|
|
At&t (T) | 0.1 | $306M | +12% | 18M | 17.00 |
|
Ishares Tr National Mun Etf (MUB) | 0.1 | $305M | 2.8M | 108.41 |
|
|
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $304M | +7% | 6.5M | 46.63 |
|
Ishares Msci Brazil Etf (EWZ) | 0.1 | $299M | -43% | 8.5M | 34.96 |
|
stock (SPLK) | 0.1 | $298M | +65% | 2.0M | 152.35 |
|
Trane Technologies SHS (TT) | 0.1 | $296M | +30% | 1.2M | 243.90 |
|
MetLife (MET) | 0.1 | $288M | +15% | 4.4M | 66.13 |
|
Shopify Cl A (SHOP) | 0.1 | $285M | -8% | 3.7M | 77.90 |
|
Charles Schwab Corporation (SCHW) | 0.1 | $279M | -36% | 4.1M | 68.79 |
|
Ishares Tr Msci China Etf (MCHI) | 0.1 | $274M | 6.7M | 40.74 |
|
|
3M Company (MMM) | 0.1 | $272M | +17% | 2.5M | 109.32 |
|
Quanta Services (PWR) | 0.1 | $269M | +31% | 1.2M | 215.80 |
|
Stryker Corporation (SYK) | 0.1 | $269M | +23% | 897k | 299.47 |
|
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $268M | -7% | 1.5M | 179.97 |
|
Oneok (OKE) | 0.1 | $268M | -3% | 3.8M | 70.22 |
|
Intercontinental Exchange (ICE) | 0.1 | $267M | -22% | 2.1M | 128.43 |
|
Autodesk (ADSK) | 0.1 | $265M | 1.1M | 243.48 |
|
|
Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $263M | +108% | 7.7M | 34.01 |
|
First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $263M | -4% | 4.4M | 59.66 |
|
Vanguard World Fds Energy Etf (VDE) | 0.1 | $262M | +24% | 2.2M | 117.28 |
|
Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $261M | +8% | 2.1M | 122.75 |
|
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $261M | 1.2M | 219.57 |
|
|
Ford Motor Company (F) | 0.1 | $260M | +66% | 21M | 12.19 |
|
Ishares Msci Jpn Etf New (EWJ) | 0.1 | $259M | +102% | 4.0M | 64.14 |
|
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $259M | 4.8M | 53.84 |
|
|
Occidental Petroleum Corporation Put Option (OXY) | 0.1 | $256M | +21% | 4.3M | 59.71 |
|
Deutsche Bank A G Namen Akt (DB) | 0.1 | $255M | +41% | 19M | 13.55 |
|
Waste Management (WM) | 0.1 | $255M | 1.4M | 179.10 |
|
|
Ishares Tr Core Div Grwth (DGRO) | 0.1 | $253M | -7% | 4.7M | 53.82 |
|
Microchip Technology (MCHP) | 0.1 | $253M | +21% | 2.8M | 90.18 |
|
Select Sector Spdr Tr Communication (XLC) | 0.1 | $252M | +2% | 3.5M | 72.66 |
|
United Rentals (URI) | 0.1 | $252M | +3% | 439k | 573.41 |
|
Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $250M | +16% | 4.2M | 59.32 |
|
Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $250M | -10% | 951k | 262.26 |
|
Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $249M | +3% | 2.0M | 124.97 |
|
Duke Energy Corp Com New (DUK) | 0.1 | $247M | +8% | 2.5M | 97.04 |
|
Past Filings by UBS Group
SEC 13F filings are viewable for UBS Group going back to 2015
- UBS Group 2023 Q4 filed Feb. 9, 2024
- UBS Group 2023 Q3 filed Nov. 9, 2023
- UBS Group 2023 Q2 filed Aug. 11, 2023
- UBS Group 2023 Q1 filed May 12, 2023
- UBS Group 2022 Q4 filed Feb. 8, 2023
- UBS Group 2022 Q3 filed Nov. 10, 2022
- UBS Group 2022 Q2 filed Aug. 10, 2022
- UBS Group 2022 Q1 filed May 16, 2022
- UBS Group 2021 Q4 filed Feb. 14, 2022
- UBS Group 2021 Q3 filed Nov. 15, 2021
- UBS Group 2021 Q2 filed Aug. 13, 2021
- UBS Group 2021 Q1 filed May 12, 2021
- UBS Group 2020 Q4 filed Feb. 11, 2021
- UBS Group 2020 Q3 filed Nov. 12, 2020
- UBS Group 2020 Q2 filed July 31, 2020
- UBS Group 2020 Q1 filed May 1, 2020