— Know what they know.
Not Investment Advice
Bank ← All Institutions

UBS Group

UBS Group AG

BAHNHOFSTRASSE 45, ZURICH, V8 CH-8001 • 41-44-234-1111

Q4 2024 · Filed 2025-02-14
Market Value
$446.0B
+24.9%
Holdings
17,887
+580
New Purchases
580
Added To
6,221
Closed
9,259
Reduced
1,691
Top 10 Concentration
18.9%
Turnover
55.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSTR 0.29% 0.02% +0.27% $1.3B
BLK 0.26% 0.00% +0.26% $1.2B
BA 0.30% 0.12% +0.18% $1.3B
TSLA 0.66% 0.49% +0.17% $2.9B
LRCX 0.16% 0.00% +0.16% $718M
AVGO 1.38% 1.25% +0.13% $6.2B
HON 0.32% 0.20% +0.12% $1.4B
PLTR 0.20% 0.08% +0.12% $875M
APP 0.12% 0.02% +0.11% $538M
FXI 0.25% 0.15% +0.10% $1.1B
PSX 0.23% 0.13% +0.10% $1.0B
EBAY 0.12% 0.03% +0.10% $550M
K 0.12% 0.03% +0.09% $521M
IP 0.10% 0.02% +0.09% $461M
FTV 0.10% 0.02% +0.09% $458M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 3.24% 3.90% -0.66% $14.4B
AAPL 3.42% 3.86% -0.44% $15.3B
UNH 0.58% 1.00% -0.42% $2.6B
LLY 0.59% 0.89% -0.30% $2.6B
UBS 1.04% 1.35% -0.30% $4.7B
NVDA 3.02% 3.30% -0.28% $13.5B
META 1.29% 1.53% -0.24% $5.8B
BRK-B 0.56% 0.72% -0.17% $2.5B
TMO 0.28% 0.44% -0.16% $1.3B
ABBV 0.50% 0.64% -0.13% $2.2B
IEFA 0.38% 0.52% -0.13% $1.7B
PG 0.49% 0.62% -0.13% $2.2B
VTV 0.50% 0.64% -0.13% $2.2B
KO 0.36% 0.49% -0.13% $1.6B
HD 0.57% 0.68% -0.11% $2.5B

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 68.1%
Healthcare 10.7%
Industrials 5.0%
Technology 4.1%
Consumer Cyclical 3.6%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 74 $169.0B 38.1%
Large Cap 1,041 $215.5B 48.6%
Mid Cap 1,459 $43.2B 9.7%
Small Cap 2,414 $14.0B 3.2%
Micro Cap 4,039 $1.8B 0.4%

Portfolio Analytics

Avg Market Cap
$11.5B
Median Market Cap
$416M
Avg P/E
28.5
Median P/E
17.7
Avg Dividend Yield
0.04%
Avg Beta
-7.92
# Stocks
5,429
# ETFs / Funds
3,621

Top Holdings (17,887 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAPL 3.42% 60,933,369 $15.3B $250.42 $1.5B +1,770,074 +3.0%
2 MSFT 3.24% 34,264,202 $14.4B $421.50 $517M +1,901,702 +5.9%
3 NVDA 3.02% 100,215,636 $13.5B $134.29 $1.7B +3,225,772 +3.3%
4 AMZN 1.84% 37,463,181 $8.2B $219.39 $1.4B +847,572 +2.3%
5 AVGO 1.38% 26,637,735 $6.2B $231.84 $1.7B +696,909 +2.7%
6 SPY 1.31% 9,976,397 $5.8B $586.08 $956M +1,451,260 +17.0%
7 GOOGL 1.30% 30,717,652 $5.8B $189.30 $879M +957,935 +3.2%
8 META 1.29% 9,832,349 $5.8B $585.51 $288M +277,825 +2.9%
9 JPM 1.07% 19,961,287 $4.8B $239.71 $756M +852,409 +4.5%
10 UBS 1.04% 153,584,812 $4.7B $30.32 -$149M -1,880,167 -1.2%
11 GOOG 0.94% 21,943,994 $4.2B $190.44 $466M -264,670 -1.2%
12 V 0.87% 12,297,057 $3.9B $316.04 $535M +107,175 +0.9%
13 QQQ 0.68% 5,943,191 $3.0B $511.23 $487M +715,300 +13.7%
14 TSLA 0.66% 7,260,940 $2.9B $403.84 $1.2B +616,314 +9.3%
15 LLY 0.59% 3,401,139 $2.6B $772.00 -$560M -194,780 -5.4%
16 UNH 0.58% 5,136,318 $2.6B $505.86 -$982M -986,770 -16.1%
17 HD 0.57% 6,514,050 $2.5B $388.99 $99M +504,600 +8.4%
18 IWF 0.56% 6,196,539 $2.5B $401.58 $133M -77,167 -1.2%
19 BRK-B 0.56% 5,469,250 $2.5B $453.28 -$109M -154,029 -2.7%
20 COST 0.55% 2,664,603 $2.4B $916.27 $147M +75,958 +2.9%
21 VUG 0.55% 5,939,780 $2.4B $410.44 $215M +148,757 +2.6%
22 IVV 0.51% 3,876,820 $2.3B $588.68 $376M +572,823 +17.3%
23 VTV 0.50% 13,221,827 $2.2B $169.30 -$30M +225,726 +1.7%
24 ABBV 0.50% 12,580,208 $2.2B $177.70 -$34M +1,086,102 +9.4%
25 PG 0.49% 13,008,586 $2.2B $167.65 -$44M +164,259 +1.3%
26 CVX 0.47% 14,530,520 $2.1B $144.84 $613M +4,403,232 +43.5%
27 VOO 0.46% 3,847,453 $2.1B $538.81 $268M +426,055 +12.5%
28 XOM 0.46% 19,257,277 $2.1B $107.57 $78M +2,247,242 +13.2%
29 JNJ 0.45% 13,989,917 $2.0B $144.62 $143M +2,388,470 +20.6%
30 AMD 0.43% 15,845,691 $1.9B $120.79 $232M +5,594,129 +54.6%
31 MA 0.42% 3,585,595 $1.9B $526.57 $111M -12,178 -0.3%
32 WMT 0.42% 20,758,255 $1.9B $90.35 $385M +2,302,106 +12.5%
33 MCD 0.41% 6,376,658 $1.8B $289.89 $102M +640,790 +11.2%
34 CRM 0.41% 5,515,723 $1.8B $334.33 $309M -93,796 -1.7%
35 CSCO 0.41% 30,536,839 $1.8B $59.20 $272M +1,670,743 +5.8%
36 MRK 0.39% 17,271,289 $1.7B $99.48 -$20M +1,964,947 +12.8%
37 IEFA 0.38% 24,421,382 $1.7B $70.28 -$138M +665,390 +2.8%
38 TSM 0.38% 8,686,374 $1.7B $197.49 $478M +1,561,237 +21.9%
39 KO 0.36% 25,832,723 $1.6B $62.26 -$150M +1,365,992 +5.6%
40 ORCL 0.35% 9,393,641 $1.6B $166.64 $217M +1,478,129 +18.7%
41 NEE 0.34% 20,975,306 $1.5B $71.69 -$29M +2,839,495 +15.7%
42 IJH 0.33% 23,740,948 $1.5B $62.31 -$61M -974,652 -3.9%
43 VO 0.33% 5,562,655 $1.5B $264.13 $20M +67,613 +1.2%
44 GLD 0.33% 6,057,163 $1.5B $242.13 $308M +1,291,977 +27.1%
45 GS 0.32% 2,488,307 $1.4B $572.62 $379M +375,297 +17.8%
46 HON 0.32% 6,239,645 $1.4B $225.89 $712M +2,864,906 +84.9%
47 NFLX 0.31% 1,547,388 $1.4B $891.32 $467M +261,938 +20.4%
48 MS 0.31% 10,967,351 $1.4B $125.72 $291M +535,973 +5.1%
49 IJR 0.31% 11,898,538 $1.4B $115.22 $45M +564,830 +5.0%
50 QCOM 0.30% 8,742,612 $1.3B $153.62 -$18M +738,047 +9.2%
51 PANW 0.30% 7,336,411 $1.3B $181.96 $286M +4,268,216 +139.1%
52 BA 0.30% 7,486,594 $1.3B $177.00 $903M +4,707,805 +169.4%
53 IWD 0.30% 7,137,084 $1.3B $185.13 $17M +264,966 +3.9%
54 XLK 0.29% 5,657,499 $1.3B $232.52 $173M +596,229 +11.8%
55 TXN 0.29% 6,932,888 $1.3B $187.51 $244M +1,818,504 +35.6%
56 MSTR 0.29% 4,469,228 $1.3B $289.62 $1.2B +4,036,608 +933.1%
57 VIG 0.29% 6,559,440 $1.3B $195.83 $20M +173,419 +2.7%
58 VEA 0.29% 26,772,092 $1.3B $47.82 -$127M +130,316 +0.5%
59 TMO 0.28% 2,430,671 $1.3B $520.23 -$311M -115,988 -4.6%
60 VTI 0.28% 4,251,017 $1.2B $289.81 $23M -18,498 -0.4%
61 PEP 0.28% 8,083,981 $1.2B $152.06 $146M +1,714,272 +26.9%
62 BLK 0.26% 1,149,635 $1.2B $1,025.11 $1.2B +1,149,635 +100.0% NEW
63 VGT 0.26% 1,889,157 $1.2B $621.80 $109M +72,017 +4.0%
64 BAC 0.26% 26,538,544 $1.2B $43.95 $208M +2,391,677 +9.9%
65 RSP 0.26% 6,566,502 $1.2B $175.23 $27M +296,601 +4.7%
66 IBM 0.25% 5,136,946 $1.1B $219.83 $216M +1,007,577 +24.4%
67 ISRG 0.25% 2,157,763 $1.1B $521.96 $242M +358,236 +19.9%
68 FXI 0.25% 36,467,458 $1.1B $30.44 $588M +20,024,590 +121.8%
69 UNP 0.25% 4,831,703 $1.1B $228.04 -$79M +42,983 +0.9%
70 ADBE 0.24% 2,454,050 $1.1B $444.68 -$75M +201,793 +9.0%
71 IWM 0.24% 4,934,525 $1.1B $220.96 $367M +1,658,707 +50.6%
72 LIN 0.24% 2,568,505 $1.1B $418.67 -$111M +80,692 +3.2%
73 AXP 0.24% 3,584,412 $1.1B $296.79 $206M +419,658 +13.3%
74 AMGN 0.24% 4,067,614 $1.1B $260.64 -$102M +460,876 +12.8%
75 BX 0.24% 6,122,401 $1.1B $172.42 $167M +319,446 +5.5%
76 ACN 0.23% 2,951,454 $1.0B $351.79 $27M +89,187 +3.1%
77 PSX 0.23% 9,078,742 $1.0B $113.93 $556M +5,437,195 +149.3%
78 RTX 0.23% 8,937,447 $1.0B $115.72 -$54M -42,852 -0.5%
79 ABT 0.23% 9,084,250 $1.0B $113.11 $65M +644,154 +7.6%
80 NOW 0.22% 938,257 $995M $1,060.12 $367M +236,343 +33.7%
81 TLT 0.22% 11,261,304 $983M $87.33 -$77M +455,993 +4.2%
82 VB 0.22% 4,060,426 $976M $240.28 $20M +31,512 +0.8%
83 DE 0.21% 2,256,806 $956M $423.70 $415M +958,861 +73.9%
84 TJX 0.21% 7,868,182 $951M $120.81 $63M +316,791 +4.2%
85 IVW 0.21% 9,247,949 $939M $101.53 $57M +35,355 +0.4%
86 MU 0.21% 11,155,751 $939M $84.16 $197M +4,000,580 +55.9%
87 ADI 0.21% 4,403,211 $936M $212.46 $99M +767,861 +21.1%
88 LBRDK 0.21% 12,462,459 $932M $74.76 $291M +4,178,930 +50.4%
89 VZ 0.21% 23,265,446 $930M $39.99 $26M +3,129,438 +15.5%
90 LMT 0.21% 1,886,043 $917M $485.94 -$59M +217,996 +13.1%
91 AMAT 0.20% 5,619,667 $914M $162.63 $165M +1,914,937 +51.7%
92 MMC 0.20% 4,277,574 $909M $212.41 -$6M +175,865 +4.3%
93 XLI 0.20% 6,861,166 $904M $131.76 $416M +3,259,045 +90.5%
94 UPS 0.20% 7,164,657 $903M $126.10 $76M +1,097,160 +18.1%
95 DIS 0.20% 8,076,947 $899M $111.35 $34M -919,900 -10.2%
96 UBER 0.20% 14,796,585 $893M $60.32 $233M +6,023,814 +68.7%
97 EFA 0.20% 11,665,490 $882M $75.61 -$23M +849,254 +7.9%
98 PWR 0.20% 2,777,926 $878M $316.05 $370M +1,072,847 +62.9%
99 PLTR 0.20% 11,564,724 $875M $75.63 $591M +3,938,595 +51.6%
100 SBUX 0.20% 9,539,106 $870M $91.25 $115M +1,793,079 +23.1%

Options Breakdown

1,738 Calls $42.7B Call Value 1,613 Puts $52.4B Put Value 1.23 P/C Ratio

Top Calls

SymbolSharesValueStatus
NVDA 13,155,223 $1.8B
TSLA 3,136,951 $1.3B
EEM 30,179,000 $1.3B
AAPL 4,731,755 $1.2B
QQQ 2,195,037 $1.1B
SPY 1,641,626 $962M
IWM 3,957,730 $875M
XLF 17,434,788 $843M
GLD 3,363,682 $814M
MSFT 1,907,575 $804M

Top Puts

SymbolSharesValueStatus
SPY 5,312,200 $3.1B
IWM 11,734,400 $2.6B
AAPL 9,469,335 $2.4B
QQQ 4,023,800 $2.1B
EEM 36,926,200 $1.5B
HYG 19,506,400 $1.5B
TSM 6,890,550 $1.4B
NVDA 9,747,480 $1.3B
TSLA 3,170,018 $1.3B
XLE 13,139,800 $1.1B

New Positions

SymbolValue% Port
BLK $1.2B 0.26%
LRCX $718M 0.16%
ANET $382M 0.09%
APTV $266M 0.06%
SMCI $179M 0.04%
PRMB $38M 0.01%
SQQQ $30M 0.01%
BIDD $20M —%
SH $16M —%
TTAN $16M —%
ESN $15M —%
ECG $12M —%
MAGN $10M —%
BIPC $10M —%
WOLF Note
1.75% due 05/01/26
$9M —%

Sold Out Positions

SymbolValue% Port
XEMD —%
UGL —%
NVDD —%
PSCD —%
PBDC —%
NFLY —%
WEAT —%
TMFE —%
NTIP —%
TSPA —%
LLYX —%
FLNT —%
RFIL —%
OSTX —%
KRKR —%
View SEC EDGAR Filings for UBS Group →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms