UBS Group AG is based out of Zurich. Their last reported 13F filing for Q4 2024 included $541,090,902,824 in managed 13F securities
and a top 10 holdings concentration of 15.6%. UBS Group AG's largest holding is Apple Inc with shares held of 60,933,369. Whalewisdom has at least 100 13F filings, 59 13D filings, 1192 13G filings, and 81 Form 4 filings

2024-12-31
Top Buys (13F)
Name | % Change |
---|---|
MSTR MicroStrategy Inc | 0.22% |
AVGO Broadcom Inc | 0.17% |
TSLA Tesla Inc | 0.16% |
BA Boeing Co. | 0.15% |
HYG iShares iBoxx USD Hi (PUT) | 0.12% |

2024-12-31
Top Sells (13F)
Name | % Change |
---|---|
SPY SPDR S&P 500 ETF TRU (PUT) | 1.07% |
IWM iShares Russell 2000 (PUT) | 0.51% |
QQQ Invesco QQQ Trust, S (PUT) | 0.5% |
UNH UnitedHealth Group I | 0.3% |
IWM iShares Russell 2000 (CALL) | 0.3% |

2024-12-31
13F Holdings Summary
Name | $ Change |
---|---|
AAPL Apple Inc | 2.82% |
MSFT Microsoft Corporatio | 2.67% |
NVDA NVIDIA Corp | 2.49% |
AMZN Amazon.com Inc | 1.52% |
AVGO Broadcom Inc | 1.14% |
All or part of UBS GROUP AG 13F disclosures were filed
under a combined 13F through
DORSEY & WHITNEY TRUST COMPANY LLC
for 2024-12-31
for 2024-12-31

2024-12-31
13F Activity
Market Value | $0.54t, Prior: $459b |
Inflows (Outflows) as % of Total MV | +13.9581% |
New Purchases | 1388 stocks |
Added To | 6070 stocks |
Sold out of | 961 stocks |
Reduced holdings in | 2065 stocks |
Top 10 Holdings % | 15.6% |
Turnover %[1] | 21.68% |
Turnover Alt %[2] | 5.71% |
Time Held Top 20 | 20.45 quarters |
Time Held Top 10 | 20.4 quarters |
Time Held All | 28.62 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2024-12-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data

2024-12-31
Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-12-31