UBS Group
Latest statistics and disclosures from UBS Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, SPY, AAPL, QQQ, AMZN, and represent 12.66% of UBS Group's stock portfolio.
- Added to shares of these 10 stocks: AMZN (+$3.2B), QQQ (+$1.3B), XLF (+$823M), ASHR (+$705M), TIP (+$590M), EFA (+$405M), SPY (+$377M), XLE (+$280M), PPL (+$255M), SHV (+$215M).
- Started 1179 new stock positions in INST, EMGD, YI, ROM, OACP, VELO, FEXDR, BIBL, SSPX, LSST.
- Reduced shares in these 10 stocks: GLD (-$1.6B), LQD (-$1.5B), AAPL (-$839M), ACN (-$631M), MSFT (-$557M), BABA (-$491M), IWM (-$483M), NVDA (-$449M), JPM (-$388M), EEM (-$379M).
- Sold out of its positions in ADMA, ABVC, BTAL, Agf Investments Trust agfiq hedged div, ALJJ, RFDA, ALXO, AMTD, ANIP, ASTSW.
- UBS Group was a net seller of stock by $-4.9B.
- UBS Group has $243B in assets under management (AUM), dropping by -14.17%.
- Central Index Key (CIK): 0001610520
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Portfolio Holdings for UBS Group
UBS Group holds 9718 positions in its portfolio as reported in the June 2022 quarterly 13F filing
UBS Group has 9718 total positions. Only the first 250 positions are shown.
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- Download the UBS Group June 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 3.0 | $7.2B | -7% | 28M | 256.83 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.0 | $7.2B | +5% | 19M | 377.25 | |
| Apple Call Option (AAPL) | 2.7 | $6.6B | -11% | 49M | 136.72 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.6 | $6.3B | +26% | 23M | 280.28 | |
| Amazon (AMZN) | 1.4 | $3.4B | +1798% | 32M | 106.21 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $3.0B | 1.4M | 2179.18 | ||
| Ishares Tr Russell 2000 Etf (IWM) | 1.2 | $2.9B | -14% | 17M | 169.36 | |
| JPMorgan Chase & Co. Put Option (JPM) | 0.9 | $2.3B | -14% | 21M | 112.61 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.9 | $2.3B | -41% | 13M | 168.53 | |
| Select Sector Spdr Tr Financial (XLF) | 0.9 | $2.1B | +64% | 66M | 31.45 | |
| Johnson & Johnson (JNJ) | 0.8 | $2.0B | -3% | 11M | 177.51 | |
| Ubs Group SHS Put Option (UBS) | 0.8 | $2.0B | -4% | 122M | 16.22 | |
| Home Depot (HD) | 0.7 | $1.8B | -5% | 6.6M | 274.27 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.8B | +2% | 823k | 2187.45 | |
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| Abbvie (ABBV) | 0.7 | $1.7B | -3% | 11M | 152.00 | |
| Vanguard Index Fds Value Etf (VTV) | 0.7 | $1.7B | +4% | 13M | 131.87 | |
| UnitedHealth (UNH) | 0.7 | $1.6B | -2% | 3.1M | 513.63 | |
| Visa Com Cl A (V) | 0.6 | $1.6B | -12% | 8.0M | 196.89 | |
| Ishares Tr Iboxx Hi Yd Etf Put Option (HYG) | 0.6 | $1.5B | -10% | 21M | 73.61 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $1.5B | 4.0M | 379.15 | ||
| Tesla Motors (TSLA) | 0.6 | $1.5B | -3% | 2.2M | 673.42 | |
| Select Sector Spdr Tr Energy Call Option (XLE) | 0.6 | $1.5B | +23% | 21M | 71.51 | |
| Chevron Corporation (CVX) | 0.6 | $1.5B | -15% | 10M | 144.78 | |
| NVIDIA Corporation Put Option (NVDA) | 0.6 | $1.5B | -23% | 9.6M | 151.59 | |
| Ishares Tr 20 Yr Tr Bd Etf Put Option (TLT) | 0.6 | $1.4B | -12% | 12M | 114.87 | |
| Broadcom (AVGO) | 0.6 | $1.4B | -11% | 2.9M | 485.81 | |
| Meta Platforms Cl A (META) | 0.6 | $1.4B | -18% | 8.6M | 161.25 | |
| Procter & Gamble Company (PG) | 0.6 | $1.4B | -7% | 9.6M | 143.79 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $1.4B | +41% | 22M | 62.49 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.6 | $1.3B | 23M | 58.85 | ||
| Coca-Cola Company (KO) | 0.5 | $1.3B | +7% | 21M | 62.91 | |
| Bank of America Corporation Call Option (BAC) | 0.5 | $1.3B | +3% | 42M | 31.13 | |
| Cisco Systems Call Option (CSCO) | 0.5 | $1.3B | 31M | 42.64 | ||
| McDonald's Corporation (MCD) | 0.5 | $1.3B | 5.3M | 246.88 | ||
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $1.3B | 5.9M | 220.34 | ||
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $1.3B | -32% | 2.6M | 500.00 | |
| Intel Corporation (INTC) | 0.5 | $1.2B | 33M | 37.41 | ||
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.5 | $1.2B | -23% | 31M | 40.10 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $1.2B | -2% | 6.2M | 196.97 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $1.2B | -4% | 5.4M | 222.82 | |
| Merck & Co (MRK) | 0.5 | $1.2B | 13M | 91.17 | ||
| Costco Wholesale Corporation (COST) | 0.5 | $1.1B | -10% | 2.4M | 479.28 | |
| salesforce (CRM) | 0.5 | $1.1B | -6% | 6.8M | 165.04 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $1.1B | +2% | 7.4M | 145.02 | |
| Nextera Energy (NEE) | 0.4 | $1.1B | -6% | 14M | 77.46 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.4 | $1.1B | +125% | 9.3M | 113.91 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $1.0B | -14% | 1.9M | 543.28 | |
| United Parcel Service CL B (UPS) | 0.4 | $1.0B | +2% | 5.7M | 182.54 | |
| Raytheon Technologies Corp (RTX) | 0.4 | $1.0B | 11M | 96.11 | ||
| Pfizer (PFE) | 0.4 | $1.0B | 20M | 52.43 | ||
| Union Pacific Corporation (UNP) | 0.4 | $1.0B | +2% | 4.8M | 213.28 | |
| Ishares Tr China Lg-cap Etf Put Option (FXI) | 0.4 | $1.0B | -15% | 30M | 33.91 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $1.0B | -10% | 12M | 85.64 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $986M | -4% | 4.4M | 226.22 | |
| Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) | 0.4 | $973M | +5% | 24M | 40.80 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $967M | -9% | 2.8M | 346.91 | |
| Verizon Communications (VZ) | 0.4 | $965M | +7% | 19M | 50.75 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $960M | -13% | 3.5M | 273.33 | |
| Amgen (AMGN) | 0.4 | $945M | 3.9M | 243.30 | ||
| Adobe Systems Incorporated (ADBE) | 0.4 | $916M | -8% | 2.4M | 384.62 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.4 | $902M | -62% | 8.2M | 110.01 | |
| Honeywell International (HON) | 0.4 | $887M | +19% | 5.1M | 173.81 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $879M | -3% | 9.5M | 92.41 | |
| Ishares Core Msci Emkt (IEMG) | 0.4 | $869M | -6% | 18M | 49.06 | |
| Pepsi (PEP) | 0.4 | $859M | -2% | 5.2M | 166.66 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.4 | $857M | 10M | 83.89 | ||
| Medtronic SHS (MDT) | 0.4 | $855M | 9.5M | 89.75 | ||
| Citigroup Com New Put Option (C) | 0.4 | $853M | +7% | 19M | 46.00 | |
| Walt Disney Company (DIS) | 0.3 | $841M | 8.9M | 94.40 | ||
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $834M | -2% | 5.8M | 143.48 | |
| Advanced Micro Devices Put Option (AMD) | 0.3 | $823M | -2% | 11M | 76.47 | |
| CVS Caremark Corporation (CVS) | 0.3 | $818M | -12% | 8.8M | 92.66 | |
| Dbx Etf Tr Xtrack Hrvst Csi (ASHR) | 0.3 | $791M | +821% | 23M | 34.17 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.3 | $768M | -39% | 6.7M | 114.41 | |
| Wal-Mart Stores (WMT) | 0.3 | $757M | +23% | 6.2M | 121.58 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $756M | 4.0M | 187.50 | ||
| Danaher Corporation (DHR) | 0.3 | $728M | -9% | 2.9M | 250.00 | |
| Lowe's Companies Put Option (LOW) | 0.3 | $727M | -18% | 4.2M | 174.67 | |
| American Tower Reit Put Option (AMT) | 0.3 | $704M | -3% | 2.7M | 260.00 | |
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $702M | -3% | 5.5M | 127.12 | |
| Texas Instruments Incorporated (TXN) | 0.3 | $698M | -2% | 4.5M | 153.65 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $696M | 1.6M | 429.96 | ||
| International Business Machines (IBM) | 0.3 | $687M | -7% | 4.9M | 141.19 | |
| Abbott Laboratories (ABT) | 0.3 | $683M | -3% | 6.2M | 110.00 | |
| Morgan Stanley Com New (MS) | 0.3 | $682M | -10% | 9.0M | 76.06 | |
| Linde SHS (LIN) | 0.3 | $680M | -9% | 2.4M | 287.53 | |
| Nike CL B (NKE) | 0.3 | $670M | 6.6M | 102.20 | ||
| Mastercard Incorporated Cl A (MA) | 0.3 | $656M | -26% | 2.1M | 315.48 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $633M | -2% | 15M | 41.65 | |
| Comcast Corp Cl A (CMCSA) | 0.3 | $627M | -13% | 16M | 39.24 | |
| Bristol Myers Squibb (BMY) | 0.3 | $620M | -4% | 8.1M | 77.00 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $618M | -8% | 7.6M | 81.75 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $617M | 4.6M | 134.22 | ||
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $604M | -6% | 3.4M | 176.08 | |
| Vaneck Etf Trust Gold Miners Etf Call Option (GDX) | 0.2 | $604M | -12% | 22M | 27.38 | |
| Qualcomm (QCOM) | 0.2 | $601M | -22% | 4.7M | 127.74 | |
| BlackRock (BLK) | 0.2 | $600M | -7% | 984k | 609.04 | |
| Starbucks Corporation (SBUX) | 0.2 | $588M | -7% | 7.7M | 76.39 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $579M | +3% | 4.5M | 128.24 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.2 | $578M | -3% | 1.8M | 326.38 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $551M | 5.4M | 101.68 | ||
| Analog Devices Put Option (ADI) | 0.2 | $536M | +32% | 3.6M | 150.00 | |
| Boeing Company Put Option (BA) | 0.2 | $534M | +11% | 3.9M | 136.72 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $528M | +26% | 6.4M | 82.79 | |
| Netflix (NFLX) | 0.2 | $523M | +9% | 3.0M | 174.87 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $519M | -2% | 8.6M | 60.35 | |
| Mondelez Intl Cl A (MDLZ) | 0.2 | $508M | 8.2M | 62.09 | ||
| Marsh & McLennan Companies (MMC) | 0.2 | $490M | +2% | 3.2M | 155.25 | |
| Micron Technology Put Option (MU) | 0.2 | $485M | -22% | 8.8M | 55.28 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $477M | +4% | 3.5M | 137.46 | |
| At&t (T) | 0.2 | $468M | +7% | 22M | 20.96 | |
| ConocoPhillips (COP) | 0.2 | $459M | -22% | 5.1M | 89.81 | |
| Lam Research Corporation (LRCX) | 0.2 | $457M | +40% | 1.1M | 426.15 | |
| Ishares Silver Tr Ishares (SLV) | 0.2 | $453M | -23% | 24M | 18.64 | |
| Fidelity National Information Services Call Option (FIS) | 0.2 | $436M | -31% | 4.8M | 91.67 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $436M | +3% | 3.9M | 111.11 | |
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.2 | $432M | +14% | 8.6M | 50.09 | |
| General Electric Com New (GE) | 0.2 | $430M | +24% | 6.7M | 63.67 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $425M | -21% | 4.7M | 91.11 | |
| Chubb (CB) | 0.2 | $422M | -3% | 2.1M | 196.58 | |
| Caterpillar Put Option (CAT) | 0.2 | $422M | +50% | 2.4M | 178.76 | |
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $418M | 4.6M | 91.23 | ||
| Block Cl A Call Option (SQ) | 0.2 | $405M | 6.6M | 61.46 | ||
| EOG Resources (EOG) | 0.2 | $401M | -13% | 3.6M | 110.44 | |
| Eli Lilly & Co. (LLY) | 0.2 | $393M | -5% | 1.2M | 324.23 | |
| Rockwell Automation (ROK) | 0.2 | $392M | -15% | 2.0M | 199.30 | |
| Target Corporation (TGT) | 0.2 | $387M | -13% | 2.7M | 141.23 | |
| Dow Put Option (DOW) | 0.2 | $386M | +12% | 7.5M | 51.61 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.2 | $381M | -3% | 4.4M | 87.34 | |
| Ameriprise Financial (AMP) | 0.2 | $379M | -3% | 1.6M | 237.68 | |
| Intercontinental Exchange (ICE) | 0.2 | $378M | -7% | 4.0M | 94.04 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $369M | -2% | 8.3M | 44.66 | |
| Paypal Holdings Put Option (PYPL) | 0.2 | $368M | +2% | 5.3M | 69.84 | |
| Applied Materials (AMAT) | 0.2 | $365M | -5% | 4.0M | 90.98 | |
| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $365M | +21% | 4.9M | 74.27 | |
| Kraneshares Tr Csi Chi Internet (KWEB) | 0.1 | $363M | +5% | 11M | 32.76 | |
| Air Products & Chemicals (APD) | 0.1 | $363M | -4% | 1.5M | 240.57 | |
| Diageo Spon Adr New (DEO) | 0.1 | $361M | 2.1M | 174.12 | ||
| PPL Corporation Call Option (PPL) | 0.1 | $359M | +246% | 13M | 27.13 | |
| Goldman Sachs Put Option (GS) | 0.1 | $356M | -8% | 1.2M | 297.02 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $352M | 4.6M | 76.29 | ||
| Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $352M | +40% | 3.8M | 91.98 | |
| First Tr Value Line Divid In SHS (FVD) | 0.1 | $351M | +5% | 9.0M | 38.81 | |
| Republic Services (RSG) | 0.1 | $350M | 2.7M | 130.87 | ||
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $350M | -5% | 5.0M | 70.21 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $350M | +118% | 3.8M | 91.49 | |
| Enterprise Products Partners (EPD) | 0.1 | $344M | -3% | 14M | 24.37 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $341M | -13% | 5.3M | 64.66 | |
| Ishares Tr National Mun Etf (MUB) | 0.1 | $340M | -2% | 3.2M | 106.65 | |
| Philip Morris International (PM) | 0.1 | $338M | 3.4M | 98.74 | ||
| Phillips 66 (PSX) | 0.1 | $338M | -24% | 4.1M | 81.97 | |
| American Electric Power Company (AEP) | 0.1 | $335M | 3.5M | 95.94 | ||
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $334M | 6.6M | 50.55 | ||
| Deere & Company (DE) | 0.1 | $334M | +14% | 1.1M | 300.00 | |
| Marathon Petroleum Corp Put Option (MPC) | 0.1 | $333M | +33% | 4.0M | 82.21 | |
| Lauder Estee Cos Cl A (EL) | 0.1 | $331M | 1.3M | 254.67 | ||
| S&p Global (SPGI) | 0.1 | $331M | +2% | 981k | 337.06 | |
| O'reilly Automotive (ORLY) | 0.1 | $330M | -17% | 523k | 631.76 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $330M | -12% | 4.3M | 76.75 | |
| Ishares Tr Expanded Tech Call Option (IGV) | 0.1 | $330M | +50% | 1.2M | 269.61 | |
| Select Sector Spdr Tr Sbi Cons Stpls Put Option (XLP) | 0.1 | $329M | +109% | 4.6M | 72.18 | |
| Ishares Tr Short Treas Bd (SHV) | 0.1 | $328M | +190% | 3.0M | 110.10 | |
| American Express Company (AXP) | 0.1 | $327M | -32% | 2.3M | 140.00 | |
| Automatic Data Processing (ADP) | 0.1 | $325M | -7% | 1.5M | 210.08 | |
| Williams Companies (WMB) | 0.1 | $324M | -9% | 10M | 31.21 | |
| Prologis (PLD) | 0.1 | $323M | +54% | 2.7M | 117.65 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $323M | 1.9M | 172.99 | ||
| Wells Fargo & Company (WFC) | 0.1 | $322M | -7% | 8.2M | 39.17 | |
| Vanguard World Fds Health Car Etf (VHT) | 0.1 | $320M | -7% | 1.4M | 235.50 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $319M | +41% | 6.4M | 49.92 | |
| Cme (CME) | 0.1 | $317M | -2% | 1.5M | 205.00 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $312M | -5% | 1.0M | 307.82 | |
| Oracle Corporation (ORCL) | 0.1 | $312M | -21% | 4.5M | 69.87 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $310M | +4% | 5.3M | 58.86 | |
| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.1 | $309M | -18% | 5.3M | 58.09 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $304M | +7% | 6.1M | 50.12 | |
| Emerson Electric (EMR) | 0.1 | $301M | +8% | 3.8M | 79.54 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $300M | +8% | 4.3M | 70.42 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $300M | +7% | 2.0M | 149.82 | |
| MetLife (MET) | 0.1 | $300M | +19% | 4.8M | 62.80 | |
| TJX Companies (TJX) | 0.1 | $299M | -12% | 5.4M | 55.85 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $296M | +17% | 2.3M | 129.76 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $296M | 2.9M | 101.70 | ||
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $295M | 30M | 9.98 | ||
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $295M | -10% | 6.1M | 48.57 | |
| Pinterest Cl A (PINS) | 0.1 | $293M | +8% | 16M | 18.16 | |
| Palo Alto Networks (PANW) | 0.1 | $292M | 592k | 493.94 | ||
| Dollar General (DG) | 0.1 | $288M | -12% | 1.2M | 245.44 | |
| McKesson Corporation (MCK) | 0.1 | $285M | +7% | 875k | 326.21 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $285M | +4% | 2.9M | 99.11 | |
| Crowdstrike Hldgs Cl A Put Option (CRWD) | 0.1 | $278M | +11% | 1.7M | 168.56 | |
| Metropcs Communications (TMUS) | 0.1 | $278M | +39% | 2.1M | 134.54 | |
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $277M | +17% | 2.4M | 117.63 | |
| Jd.com Spon Adr Cl A Put Option (JD) | 0.1 | $276M | -18% | 4.3M | 64.22 | |
| Logitech Intl S A SHS Call Option (LOGI) | 0.1 | $275M | -4% | 5.3M | 52.06 | |
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $274M | -14% | 8.0M | 34.13 | |
| Truist Financial Corp equities (TFC) | 0.1 | $274M | -3% | 5.8M | 47.43 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $272M | -21% | 3.6M | 75.52 | |
| Western Digital (WDC) | 0.1 | $272M | +225% | 6.1M | 44.83 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $268M | +10% | 3.7M | 71.64 | |
| Charles Schwab Corporation Put Option (SCHW) | 0.1 | $267M | +80% | 4.2M | 63.18 | |
| Colgate-Palmolive Company (CL) | 0.1 | $265M | -11% | 3.3M | 80.14 | |
| Ishares Msci Brazil Etf (EWZ) | 0.1 | $258M | +4% | 9.4M | 27.39 | |
| FedEx Corporation (FDX) | 0.1 | $258M | -6% | 1.1M | 226.71 | |
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $257M | -4% | 5.0M | 50.97 | |
| Parker-Hannifin Corporation (PH) | 0.1 | $256M | -8% | 1.0M | 246.07 | |
| Anthem (ANTM) | 0.1 | $251M | 520k | 482.51 | ||
| Pioneer Natural Resources (PXD) | 0.1 | $251M | -9% | 1.1M | 223.08 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $249M | -13% | 602k | 413.71 | |
| Boston Scientific Corporation (BSX) | 0.1 | $249M | +6% | 6.7M | 37.27 | |
| Sherwin-Williams Company (SHW) | 0.1 | $248M | -3% | 1.1M | 223.91 | |
| Gilead Sciences (GILD) | 0.1 | $247M | -7% | 4.0M | 61.81 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $245M | +12% | 4.9M | 49.92 | |
| Edwards Lifesciences (EW) | 0.1 | $239M | 2.5M | 95.09 | ||
| Regeneron Pharmaceuticals (REGN) | 0.1 | $237M | +11% | 401k | 591.13 | |
| 3M Company (MMM) | 0.1 | $236M | +32% | 1.8M | 129.10 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $235M | -2% | 1.3M | 175.38 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $234M | 4.9M | 47.64 | ||
| Duke Energy Corp Com New (DUK) | 0.1 | $232M | 2.2M | 107.21 | ||
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $232M | +4% | 2.0M | 118.69 | |
| Crown Castle Intl (CCI) | 0.1 | $229M | -3% | 1.4M | 168.38 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $227M | +44% | 2.3M | 100.41 | |
| Dominion Resources (D) | 0.1 | $226M | 2.8M | 79.81 | ||
| Stellantis SHS (STLA) | 0.1 | $225M | +5% | 18M | 12.36 | |
| Altria (MO) | 0.1 | $225M | +13% | 5.4M | 41.67 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $222M | 2.4M | 94.41 | ||
| BioMarin Pharmaceutical (BMRN) | 0.1 | $221M | -5% | 2.7M | 82.05 | |
| Occidental Petroleum Corporation (OXY) | 0.1 | $221M | +40% | 3.7M | 58.88 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $220M | -17% | 2.6M | 84.53 | |
| BP Sponsored Adr (BP) | 0.1 | $219M | +299% | 7.7M | 28.35 | |
| Prudential Financial (PRU) | 0.1 | $218M | 2.3M | 95.68 | ||
| General Motors Company (GM) | 0.1 | $215M | 6.8M | 31.76 | ||
| Intuitive Surgical Com New (ISRG) | 0.1 | $214M | +42% | 1.1M | 200.71 | |
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $214M | -13% | 12M | 17.23 | |
| Kinder Morgan (KMI) | 0.1 | $212M | +3% | 13M | 16.76 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $208M | +28% | 1.5M | 136.15 | |
| Travelers Companies (TRV) | 0.1 | $208M | -4% | 1.2M | 169.13 | |
| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.1 | $208M | +18% | 7.8M | 26.76 | |
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $205M | +32% | 3.5M | 59.38 | |
| Norfolk Southern (NSC) | 0.1 | $204M | +3% | 899k | 227.29 | |
| Freeport-mcmoran CL B (FCX) | 0.1 | $204M | -14% | 7.0M | 29.26 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $203M | 979k | 207.76 | ||
| Constellation Brands Cl A (STZ) | 0.1 | $203M | -11% | 870k | 233.06 | |
| Servicenow (NOW) | 0.1 | $202M | -37% | 426k | 475.52 | |
| Walgreen Boots Alliance (WBA) | 0.1 | $202M | +22% | 5.3M | 37.90 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $200M | +34% | 1.4M | 148.03 | |
| Discover Financial Services (DFS) | 0.1 | $199M | +22% | 2.1M | 94.58 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $197M | -5% | 2.5M | 79.70 | |
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $195M | +6% | 4.9M | 40.25 | |
| Ishares Tr Ishares Semicdtr Put Option (SOXX) | 0.1 | $194M | +32% | 555k | 349.60 | |
Past Filings by UBS Group
SEC 13F filings are viewable for UBS Group going back to 2015
- 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
- UBS Group 2019 Q4 filed Feb. 14, 2020
- UBS Group 2019 Q3 filed Nov. 14, 2019
- UBS Group 2019 Q2 filed Aug. 14, 2019
- UBS Group 2019 Q1 filed May 14, 2019
- UBS Group 2018 Q4 filed Feb. 14, 2019
- UBS Group 2018 Q3 filed Nov. 14, 2018