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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

UBS Group AG INSTITUTION : UBS Group AG
UBS Group AG Portfolio (reported on 2020-07-31)
Company (links to holding history) Ticker Value On
2020-06-30
No of Shares % of portfolio
SPDR S&P 500 ETF TR    (TR UNIT) SPY 12,450,027,000 40,374,971 5.25%
MICROSOFT CORP    (COM) MSFT 7,797,021,000 38,312,714 3.29%
APPLE INC    (COM) AAPL 6,385,835,000 17,505,027 2.69%
AMAZON COM INC    (COM) AMZN 5,746,417,000 2,082,926 2.42%
INVESCO QQQ TR    (UNIT SER 1) 4,076,764,000 16,465,118 1.72%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 3,935,240,000 18,244,042 1.66%
SPDR GOLD TR    (GOLD SHS) GLD 3,789,288,000 22,640,182 1.60%
TESLA INC    (COM) TSLA 3,104,987,000 2,875,494 1.31%
ISHARES TR    (RUSSELL 2000 ETF) IWM 2,818,120,000 19,682,360 1.19%
ISHARES TR    (CORE MSCI EAFE) IEFA 2,756,180,000 48,218,686 1.16%
FACEBOOK INC    (CL A) FB 2,250,594,000 9,911,457 0.95%
HOME DEPOT INC    (COM) HD 2,191,810,000 8,749,396 0.92%
INTEL CORP    (COM) INTC 2,054,026,000 34,331,058 0.86%
ALPHABET INC    (CAP STK CL A) GOOGL 2,011,563,000 1,418,542 0.84%
VANGUARD INDEX FDS    (MID CAP ETF) VO 2,007,990,000 12,250,562 0.84%
VISA INC    (COM CL A) V 1,975,502,000 10,226,754 0.83%
JPMORGAN CHASE & CO    (COM) JPM 1,952,816,000 20,761,404 0.82%
JOHNSON & JOHNSON    (COM) JNJ 1,951,712,000 13,878,349 0.82%
ISHARES TR    (MSCI EMG MKT ETF) EEM 1,927,655,000 48,203,436 0.81%
ISHARES INC    (CORE MSCI EMKT) IEMG 1,920,076,000 40,337,730 0.81%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 1,887,485,000 9,339,822 0.79%
UBS GROUP AG    (SHS) UBS 1,653,001,000 143,240,914 0.69%
ISHARES TR    (MSCI EAFE ETF) EFA 1,607,963,000 26,416,355 0.67%
CISCO SYS INC    (COM) CSCO 1,570,694,000 33,676,940 0.66%
VANGUARD INDEX FDS    (VALUE ETF) VTV 1,551,268,000 15,576,548 0.65%
DISNEY WALT CO    (COM DISNEY) DIS 1,487,664,000 13,341,091 0.62%
PROCTER AND GAMBLE CO    (COM) PG 1,471,732,000 12,308,545 0.62%
ADOBE INC    (COM) ADBE 1,449,454,000 3,329,702 0.61%
NVIDIA CORPORATION    (COM) NVDA 1,337,246,000 3,519,903 0.56%
ALPHABET INC    (CAP STK CL A) GOOGL 1,333,542,000 940,405 0.56%
ISHARES TR    (RUS 1000 GRW ETF) IWF 1,262,562,000 6,577,555 0.53%
ISHARES TR    (USD INV GRDE ETF) CFT 1,247,649,000 20,649,602 0.52%
UNITEDHEALTH GROUP INC    (COM) UNH 1,198,514,000 4,063,447 0.50%
COMCAST CORP NEW    (CL A) CMCSA 1,192,687,000 30,597,438 0.50%
MEDTRONIC PLC    (SHS) MDT 1,169,316,000 12,751,542 0.49%
MCDONALDS CORP    (COM) MCD 1,128,691,000 6,118,567 0.47%
ISHARES TR    (CORE S&P SCP ETF) IJR 1,112,552,000 16,291,586 0.46%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 1,101,536,000 5,130,097 0.46%
COCA COLA CO    (COM) KO 1,078,390,000 24,135,851 0.45%
ISHARES TR    (IBOXX INV CP ETF) LQD 1,063,078,000 7,903,923 0.44%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 1,057,516,000 6,755,994 0.44%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 1,037,037,000 44,815,794 0.43%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 1,034,243,000 2,854,342 0.43%
SALESFORCE COM INC    (COM) CRM 1,031,918,000 5,508,563 0.43%
ISHARES TR    (CHINA LG-CAP ETF) FXI 972,306,000 24,491,319 0.41%
BK OF AMERICA CORP    (COM) BAC 931,816,000 39,234,346 0.39%
LOCKHEED MARTIN CORP    (COM) LMT 928,906,000 2,545,503 0.39%
COSTCO WHSL CORP NEW    (COM) COST 925,552,000 3,052,512 0.39%
ABBVIE INC    (COM) ABBV 925,354,000 9,425,067 0.39%
MERCK & CO. INC    (COM) MRK 890,020,000 11,509,375 0.37%
PAYPAL HLDGS INC    (COM) PYPL 876,219,000 5,029,095 0.37%
ISHARES TR    (MSCI EAFE ETF) EFA 873,499,000 14,350,238 0.36%
AT&T INC    (COM) T 868,405,000 28,726,632 0.36%
CHEVRON CORP NEW    (COM) CVX 856,593,000 9,599,816 0.36%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 837,927,000 2,956,381 0.35%
ISHARES TR    (CORE S&P500 ETF) IVV 834,695,000 2,695,260 0.35%
ALPHABET INC    (CAP STK CL C) GOOG 815,811,000 577,112 0.34%
NETFLIX INC    (COM) NFLX 806,903,000 1,773,259 0.34%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 800,876,000 10,198,350 0.33%
AMERICAN TOWER CORP NEW    (COM) AMT 779,207,000 3,013,869 0.32%
ISHARES INC    (MSCI BRAZIL ETF) EWZ 773,744,000 26,903,456 0.32%
STARBUCKS CORP    (COM) SBUX 762,220,000 10,357,653 0.32%
ISHARES TR    (IBOXX HI YD ETF) HYG 756,390,000 9,267,220 0.31%
VANECK VECTORS ETF TR    (GOLD MINERS ETF) GDX 729,860,000 19,898,053 0.30%
BROADCOM INC    (COM) 693,386,000 2,196,969 0.29%
VERIZON COMMUNICATIONS INC    (COM) VZ 681,287,000 12,357,826 0.28%
MASTERCARD INCORPORATED    (CL A) MA 680,753,000 2,302,174 0.28%
ROCKWELL AUTOMATION INC    (COM) ROK 675,848,000 3,172,993 0.28%
BLACKROCK INC    (COM) BLK 675,263,000 1,241,087 0.28%
DANAHER CORPORATION    (COM) DHR 673,725,000 3,810,012 0.28%
ISHARES TR    (CORE S&P MCP ETF) IJH 670,065,000 3,768,220 0.28%
VANGUARD TAX-MANAGED FDS    (FTSE DEV MKT ETF) VEA 669,649,000 17,263,456 0.28%
RAYTHEON TECHNOLOGIES CORP    (COM) 667,075,000 10,825,632 0.28%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 664,350,000 6,358,024 0.28%
FIAT CHRYSLER AUTOMOBILES N    (SHS) FCAU 655,907,000 64,053,294 0.27%
ALPHABET INC    (CAP STK CL C) GOOG 653,066,000 461,985 0.27%
PEPSICO INC    (COM) PEP 652,395,000 4,932,669 0.27%
BOEING CO    (COM) BA 652,201,000 3,558,103 0.27%
UNION PAC CORP    (COM) UNP 647,937,000 3,832,355 0.27%
ISHARES TR    (1 3 YR TREAS BD) SHY 644,096,000 7,436,741 0.27%
HONEYWELL INTL INC    (COM) HON 636,616,000 4,402,908 0.26%
CITIGROUP INC    (COM NEW) C 632,441,000 12,376,549 0.26%
NEXTERA ENERGY INC    (COM) NEE 631,238,000 2,628,295 0.26%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 628,072,000 2,253,498 0.26%
NIKE INC    (CL B) NKE 626,049,000 6,385,011 0.26%
ISHARES TR    (BROAD USD HIGH) 625,538,000 16,366,772 0.26%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 617,158,000 5,266,750 0.26%
ISHARES TR    (JPMORGAN USD EMG) EMB 614,826,000 5,629,244 0.25%
CVS HEALTH CORP    (COM) CVS 612,882,000 9,433,308 0.25%
LOWES COS INC    (COM) LOW 611,310,000 4,524,205 0.25%
ISHARES TR    (RUS 1000 VAL ETF) IWD 603,841,000 5,361,753 0.25%
SELECT SECTOR SPDR TR    (ENERGY) XLE 602,850,000 15,927,344 0.25%
PFIZER INC    (COM) PFE 590,578,000 18,060,506 0.24%
NOVARTIS AG    (SPONSORED ADR) NVS 589,740,000 6,752,233 0.24%
ISHARES TR    (S&P 500 GRWT ETF) IVW 582,805,000 2,808,833 0.24%
ISHARES SILVER TR    (ISHARES) SLV 582,513,000 34,245,327 0.24%
WALMART INC    (COM) WMT 579,192,000 4,835,453 0.24%
MONDELEZ INTL INC    (CL A) MDLZ 569,461,000 11,137,499 0.24%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 569,379,000 14,374,640 0.24%
ISHARES TR    (NATIONAL MUN ETF) MUB 567,906,000 4,921,195 0.23%
TWITTER INC    (COM) TWTR 567,780,000 19,059,465 0.23%
ISHARES TR    (CORE US AGGBD ET) AGG 557,560,000 4,716,690 0.23%
LINDE PLC    (SHS) 556,575,000 2,623,992 0.23%
AMGEN INC    (COM) AMGN 552,507,000 2,342,525 0.23%
ISHARES TR    (MSCI MIN VOL ETF) USMV 538,569,000 8,882,887 0.22%
ISHARES TR    (20 YR TR BD ETF) TLT 537,945,000 3,281,555 0.22%
MARSH & MCLENNAN COS INC    (COM) MMC 532,408,000 4,958,626 0.22%
UNITED PARCEL SERVICE INC    (CL B) UPS 528,705,000 4,755,394 0.22%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 511,309,000 2,864,314 0.21%
TEXAS INSTRS INC    (COM) TXN 495,517,000 3,902,636 0.20%
EXXON MOBIL CORP    (COM) XOM 495,085,000 11,070,782 0.20%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 490,357,000 3,365,066 0.20%
QUALCOMM INC    (COM) QCOM 483,270,000 5,298,441 0.20%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 481,378,000 3,985,905 0.20%
VANGUARD SCOTTSDALE FDS    (INTER TERM TREAS) VGIT 479,215,000 6,790,639 0.20%
ISHARES TR    (RUSSELL 2000 ETF) IWM 453,985,000 3,170,729 0.19%
ISHARES TR    (TIPS BD ETF) TIP 451,659,000 3,672,026 0.19%
ABBOTT LABS    (COM) ABT 436,911,000 4,778,639 0.18%
VANGUARD INDEX FDS    (LARGE CAP ETF) VV 434,663,000 3,039,600 0.18%
VANGUARD SCOTTSDALE FDS    (SHORT TERM TREAS) VGSH 426,064,000 6,849,908 0.17%
ORACLE CORP    (COM) ORCL 421,253,000 7,621,733 0.17%
DIAGEO P L C    (SPON ADR NEW) DEO 413,294,000 3,075,339 0.17%
INTERCONTINENTAL EXCHANGE IN    (COM) ICE 409,713,000 4,472,851 0.17%
ISHARES TR    (USA QUALITY FCTR) QUAL 405,275,000 4,225,137 0.17%
FIDELITY NATL INFORMATION SV    (COM) FIS 404,736,000 3,018,389 0.17%
SQUARE INC    (CL A) 400,419,000 3,815,695 0.16%
GILEAD SCIENCES INC    (COM) GILD 398,398,000 5,178,039 0.16%
TJX COS INC NEW    (COM) TJX 392,700,000 7,767,025 0.16%
PINDUODUO INC    (SPONSORED ADS) 391,030,000 4,555,327 0.16%
ISHARES GOLD TRUST    (ISHARES) IAU 382,591,000 22,518,594 0.16%
PIMCO ETF TR    (ENHAN SHRT MA AC) MINT 369,693,000 3,635,487 0.15%
MORGAN STANLEY    (COM NEW) MS 356,963,000 7,390,543 0.15%
OREILLY AUTOMOTIVE INC    (COM) ORLY 354,470,000 840,633 0.14%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 353,892,000 3,536,446 0.14%
VANGUARD INTL EQUITY INDEX F    (TT WRLD ST ETF) 353,167,000 4,721,483 0.14%
TAIWAN SEMICONDUCTOR MFG LTD    (SPONSORED ADS) TSM 348,438,000 6,137,729 0.14%
V F CORP    (COM) VFC 344,683,000 5,656,117 0.14%
ISHARES TR    (SH TR CRPORT ETF) CSJ 339,921,000 6,213,142 0.14%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 337,755,000 4,086,072 0.14%
ISHARES TR    (RUS MID CAP ETF) IWR 335,987,000 6,268,415 0.14%
AMERIPRISE FINL INC    (COM) AMP 335,187,000 2,233,983 0.14%
LAUDER ESTEE COS INC    (CL A) EL 333,567,000 1,767,900 0.14%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 331,198,000 3,749,132 0.13%
CHUBB LIMITED    (COM) CB 328,689,000 2,595,877 0.13%
TARGET CORP    (COM) TGT 325,444,000 2,713,617 0.13%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 320,797,000 3,152,484 0.13%
ISHARES TR    (S&P 500 VAL ETF) IVE 320,355,000 2,960,494 0.13%
INVESCO EXCH TRADED FD TR II    (NATL AMT MUNI) 318,264,000 11,982,832 0.13%
VANGUARD WORLD FDS    (HEALTH CAR ETF) VHT 315,273,000 1,636,509 0.13%
SCHWAB STRATEGIC TR    (US TIPS ETF) SCHP 314,351,000 5,237,432 0.13%
REPUBLIC SVCS INC    (COM) RSG 309,619,000 3,773,540 0.13%
SPDR DOW JONES INDL AVERAGE    (UT SER 1) DIA 306,205,000 1,187,439 0.12%
ISHARES TR    (20 YR TR BD ETF) TLT 303,549,000 1,851,697 0.12%
ENTERPRISE PRODS PARTNERS L    (COM) EPD 301,484,000 16,592,374 0.12%
BHP GROUP LTD    (SPONSORED ADS) BHP 296,880,000 5,969,835 0.12%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 291,753,000 4,961,794 0.12%
VANECK VECTORS ETF TR    (JR GOLD MINERS E) 290,848,000 5,866,239 0.12%
BLACKSTONE GROUP INC    (COM CL A) 289,696,000 5,112,885 0.12%
BAIDU INC    (SPON ADR REP A) BIDU 286,374,000 2,388,633 0.12%
AMERICAN ELEC PWR CO INC    (COM) AEP 282,279,000 3,544,438 0.11%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 282,135,000 3,807,486 0.11%
ADVANCED MICRO DEVICES INC    (COM) AMD 280,967,000 5,340,558 0.11%
ISHARES TR    (RUS MD CP GR ETF) IWP 280,273,000 1,772,533 0.11%
SELECT SECTOR SPDR TR    (SBI INT-INDS) XLI 280,181,000 4,078,322 0.11%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 279,084,000 2,290,011 0.11%
COLGATE PALMOLIVE CO    (COM) CL 278,720,000 3,804,532 0.11%
DEUTSCHE BANK A G    (NAMEN AKT) DB 278,026,000 29,204,387 0.11%
INVESCO CURRENCYSHARES JAPAN    (JAPANESE YEN) 276,960,000 3,157,681 0.11%
UBER TECHNOLOGIES INC    (COM) 275,632,000 8,868,492 0.11%
WELLS FARGO CO NEW    (COM) WFC 275,330,000 10,755,116 0.11%
MICRON TECHNOLOGY INC    (COM) MU 272,997,000 5,298,881 0.11%
AMERICAN EXPRESS CO    (COM) AXP 272,141,000 2,858,631 0.11%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 268,863,000 3,234,642 0.11%
J P MORGAN EXCHANGE-TRADED F    (ULTRA SHRT INC) 266,960,000 5,262,373 0.11%
ISHARES TR    (IBOXX INV CP ETF) LQD 266,354,000 1,980,325 0.11%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 263,482,000 8,690,040 0.11%
PHILIP MORRIS INTL INC    (COM) PM 262,633,000 3,748,687 0.11%
GSX TECHEDU INC    (SPONSORED ADS) 261,861,000 4,365,073 0.11%
PARKER HANNIFIN CORP    (COM) PH 261,314,000 1,425,843 0.11%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 259,293,000 11,205,413 0.10%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 258,587,000 5,431,350 0.10%
ISHARES TR    (US TREAS BD ETF) GOVT 258,104,000 9,221,294 0.10%
SPDR SER TR    (SPDR BLOOMBERG) 256,941,000 2,807,179 0.10%
3M CO    (COM) MMM 256,422,000 1,643,826 0.10%
BOOKING HOLDINGS INC    (COM) 254,774,000 160,000 0.10%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 249,871,000 770,042 0.10%
MAGELLAN MIDSTREAM PRTNRS LP    (COM UNIT RP LP) MMP 243,604,000 5,642,895 0.10%
SELECT SECTOR SPDR TR    (SBI CONS DISCR) XLY 240,942,000 1,886,637 0.10%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 239,787,000 3,043,748 0.10%
ELANCO ANIMAL HEALTH INC    (COM) 236,946,000 11,046,430 0.10%
DOLLAR GEN CORP NEW    (COM) DG 235,509,000 1,236,203 0.09%
ISHARES TR    (CORE S&P US GWT) IWZ 234,739,000 3,265,705 0.09%
SHERWIN WILLIAMS CO    (COM) SHW 234,461,000 405,748 0.09%
ISHARES TR    (MSCI EMG MKT ETF) EEM 227,836,000 5,697,324 0.09%
CAESARS ENTMT CORP    (COM) CZR 226,286,000 18,655,084 0.09%
ECOLAB INC    (COM) ECL 222,253,000 1,117,127 0.09%
VANGUARD INDEX FDS    (MCAP GR IDXVIP) VOT 217,619,000 1,318,261 0.09%
SELECT SECTOR SPDR TR    (COMMUNICATION) 214,495,000 3,969,191 0.09%
GOLDMAN SACHS GROUP INC    (COM) GS 213,290,000 1,079,298 0.09%
TRUIST FINL CORP    (COM) 211,199,000 5,624,462 0.08%
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 Next >Full Portfolio View
Total Value As 2020-06-30: 236,811,226,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
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