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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 2020-05-01)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
SPDR S&P 500 ETF TR    (TR UNIT) SPY 14,123,377,000 54,794,865 6.65%
MICROSOFT CORP    (COM) MSFT 7,041,811,000 44,650,371 3.31%
AMAZON COM INC    (COM) AMZN 4,992,808,000 2,560,782 2.35%
APPLE INC    (COM) AAPL 4,600,254,000 18,090,581 2.16%
INVESCO QQQ TR    (UNIT SER 1) 3,639,994,000 19,117,619 1.71%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 3,390,111,000 17,431,673 1.59%
ALPHABET INC    (CAP STK CL A) GOOGL 2,581,670,000 2,221,842 1.21%
ISHARES TR    (CORE MSCI EAFE) IEFA 2,429,511,000 48,697,361 1.14%
INTEL CORP    (COM) INTC 2,139,121,000 39,525,492 1.00%
ISHARES TR    (RUSSELL 2000 ETF) IWM 2,068,716,000 18,073,700 0.97%
TESLA INC    (COM) TSLA 2,051,024,000 3,914,168 0.96%
JOHNSON & JOHNSON    (COM) JNJ 1,924,137,000 14,673,505 0.90%
FACEBOOK INC    (CL A) FB 1,888,304,000 11,320,762 0.88%
JPMORGAN CHASE & CO    (COM) JPM 1,856,037,000 20,615,749 0.87%
HOME DEPOT INC    (COM) HD 1,851,017,000 9,913,854 0.87%
VISA INC    (COM CL A) V 1,693,984,000 10,513,801 0.79%
ISHARES INC    (CORE MSCI EMKT) IEMG 1,693,742,000 41,851,788 0.79%
DISNEY WALT CO    (COM DISNEY) DIS 1,692,608,000 17,521,820 0.79%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 1,678,983,000 10,715,319 0.79%
UBS GROUP AG    (SHS) UBS 1,649,271,000 178,106,986 0.77%
VANGUARD INDEX FDS    (VALUE ETF) VTV 1,556,537,000 17,477,399 0.73%
ISHARES TR    (MSCI EAFE ETF) EFA 1,535,736,000 28,726,827 0.72%
PROCTER & GAMBLE CO    (COM) PG 1,489,653,000 13,542,299 0.70%
ISHARES TR    (US TREAS BD ETF) GOVT 1,404,034,000 50,126,179 0.66%
CISCO SYS INC    (COM) CSCO 1,346,792,000 34,260,756 0.63%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 1,301,719,000 62,522,491 0.61%
COMCAST CORP NEW    (CL A) CMCSA 1,262,699,000 36,727,695 0.59%
COCA COLA CO    (COM) KO 1,251,638,000 28,285,640 0.58%
ADOBE INC    (COM) ADBE 1,237,930,000 3,889,928 0.58%
MEDTRONIC PLC    (SHS) MDT 1,235,728,000 13,702,903 0.58%
SPDR GOLD TRUST    (GOLD SHS) GLD 1,223,023,000 8,260,882 0.57%
ALLERGAN PLC    (SHS) AGN 1,218,157,000 6,878,356 0.57%
VANGUARD INDEX FDS    (MID CAP ETF) VO 1,173,430,000 8,913,256 0.55%
UNITEDHEALTH GROUP INC    (COM) UNH 1,141,448,000 4,577,145 0.53%
ISHARES TR    (MSCI EMG MKT ETF) EEM 1,141,137,000 33,435,000 0.53%
NVIDIA CORP    (COM) NVDA 1,100,108,000 4,173,397 0.51%
ISHARES TR    (USD INV GRDE ETF) CFT 1,072,548,000 19,145,805 0.50%
MCDONALDS CORP    (COM) MCD 1,037,604,000 6,275,195 0.48%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 972,061,000 5,954,068 0.45%
LOCKHEED MARTIN CORP    (COM) LMT 968,849,000 2,858,383 0.45%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 932,931,000 7,237,076 0.43%
ISHARES TR    (CORE S&P SCP ETF) IJR 928,269,000 16,543,743 0.43%
ISHARES TR    (RUS 1000 GRW ETF) IWF 926,913,000 6,152,760 0.43%
ISHARES TR    (IBOXX INV CP ETF) LQD 893,050,000 7,230,585 0.42%
NETFLIX INC    (COM) NFLX 887,917,000 2,364,622 0.41%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 871,914,000 3,074,448 0.41%
AT&T INC    (COM) T 869,478,000 29,827,746 0.40%
COSTCO WHSL CORP NEW    (COM) COST 868,837,000 3,047,161 0.40%
MERCK & CO. INC    (COM) MRK 856,429,000 11,131,131 0.40%
BK OF AMERICA CORP    (COM) BAC 852,268,000 40,144,558 0.40%
ISHARES TR    (IBOXX HI YD ETF) HYG 808,318,000 10,488,100 0.38%
ISHARES TR    (MSCI EMG MKT ETF) EEM 800,454,000 23,453,109 0.37%
PEPSICO INC    (COM) PEP 791,304,000 6,588,699 0.37%
NEXTERA ENERGY INC    (COM) NEE 763,699,000 3,173,882 0.35%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 730,994,000 3,998,217 0.34%
ISHARES TR    (CORE S&P500 ETF) IVV 729,477,000 2,823,052 0.34%
AMERICAN TOWER CORP NEW    (COM) AMT 725,804,000 3,333,195 0.34%
CHEVRON CORP NEW    (COM) CVX 719,521,000 9,929,913 0.33%
SALESFORCE COM INC    (COM) CRM 717,787,000 4,985,321 0.33%
ISHARES TR    (RUSSELL 2000 ETF) IWM 716,481,000 6,259,663 0.33%
INVESCO CURRENCYSHARES JAPAN    (JAPANESE YEN) 710,252,000 8,053,652 0.33%
UNITED TECHNOLOGIES CORP    (COM) UTX 701,708,000 7,438,876 0.33%
HONEYWELL INTL INC    (COM) HON 694,824,000 5,193,395 0.32%
ALPHABET INC    (CAP STK CL C) GOOG 688,938,000 592,477 0.32%
DANAHER CORPORATION    (COM) DHR 671,952,000 4,854,785 0.31%
ALPHABET INC    (CAP STK CL A) GOOGL 662,149,000 569,860 0.31%
ABBVIE INC    (COM) ABBV 656,544,000 8,617,191 0.30%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 650,955,000 2,748,734 0.30%
VERIZON COMMUNICATIONS INC    (COM) VZ 637,819,000 11,870,814 0.30%
PFIZER INC    (COM) PFE 626,106,000 19,182,147 0.29%
MONDELEZ INTL INC    (CL A) MDLZ 619,832,000 12,376,841 0.29%
WALMART INC    (COM) WMT 612,697,000 5,392,510 0.28%
STARBUCKS CORP    (COM) SBUX 611,826,000 9,306,769 0.28%
NOVARTIS A G    (SPONSORED ADR) NVS 611,083,000 7,411,564 0.28%
ISHARES TR    (1 3 YR TREAS BD) SHY 589,610,000 6,802,935 0.27%
ISHARES TR    (NATIONAL MUN ETF) MUB 583,825,000 5,166,139 0.27%
ISHARES TR    (CHINA LG-CAP ETF) FXI 583,360,000 15,539,700 0.27%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 580,952,000 17,425,052 0.27%
CVS HEALTH CORP    (COM) CVS 580,808,000 9,789,464 0.27%
ISHARES TR    (CORE S&P MCP ETF) IJH 579,161,000 4,025,864 0.27%
ROCKWELL AUTOMATION INC    (COM) ROK 565,206,000 3,745,317 0.26%
AMGEN INC    (COM) AMGN 557,966,000 2,752,259 0.26%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 556,718,000 5,384,638 0.26%
TEXAS INSTRS INC    (COM) TXN 556,559,000 5,569,485 0.26%
NIKE INC    (CL B) NKE 548,548,000 6,629,778 0.25%
PAYPAL HLDGS INC    (COM) PYPL 542,741,000 5,668,902 0.25%
MASTERCARD INC    (CL A) MA 538,871,000 2,230,793 0.25%
BOEING CO    (COM) BA 538,113,000 3,608,107 0.25%
RAYTHEON CO    (COM NEW) RTN 520,518,000 3,968,874 0.24%
BLACKROCK INC    (COM) BLK 520,252,000 1,182,471 0.24%
ISHARES TR    (MSCI MIN VOL ETF) USMV 519,172,000 9,612,516 0.24%
ISHARES TR    (BROAD USD HIGH) 511,643,000 14,412,466 0.24%
UNION PAC CORP    (COM) UNP 506,234,000 3,589,288 0.23%
EXXON MOBIL CORP    (COM) XOM 501,945,000 13,219,500 0.23%
ALPHABET INC    (CAP STK CL C) GOOG 501,433,000 431,226 0.23%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 499,497,000 2,357,232 0.23%
ISHARES TR    (S&P 500 GRWT ETF) IVW 491,656,000 2,978,830 0.23%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 489,130,000 14,579,135 0.23%
BROADCOM INC    (COM) 487,184,000 2,054,762 0.22%
UNITED PARCEL SERVICE INC    (CL B) UPS 486,600,000 5,208,741 0.22%
LINDE PLC    (SHS) 485,590,000 2,806,876 0.22%
INVESCO CURRENCYSHARES SWISS    (SWISS FRANC) 482,039,000 5,049,483 0.22%
ADVANCED MICRO DEVICES INC    (COM) AMD 481,818,000 10,594,051 0.22%
ISHARES TR    (CORE US AGGBD ET) AGG 478,087,000 4,143,942 0.22%
ISHARES TR    (RUS 1000 VAL ETF) IWD 476,910,000 4,808,527 0.22%
MARSH & MCLENNAN COS INC    (COM) MMC 450,110,000 5,205,990 0.21%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 446,980,000 5,561,526 0.21%
GILEAD SCIENCES INC    (COM) GILD 442,863,000 5,923,787 0.20%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 440,039,000 3,966,809 0.20%
INTERCONTINENTAL EXCHANGE IN    (COM) ICE 434,617,000 5,382,240 0.20%
DIAGEO P L C    (SPON ADR NEW) DEO 434,589,000 3,418,724 0.20%
LOWES COS INC    (COM) LOW 430,778,000 5,006,145 0.20%
FIDELITY NATL INFORMATION SV    (COM) FIS 429,130,000 3,527,868 0.20%
ISHARES TR    (20 YR TR BD ETF) TLT 425,966,000 2,582,082 0.20%
ORACLE CORP    (COM) ORCL 424,937,000 8,792,415 0.20%
VANECK VECTORS ETF TR    (GOLD MINERS ETF) GDX 404,260,000 17,545,989 0.19%
TJX COS INC NEW    (COM) TJX 403,022,000 8,429,667 0.18%
CITIGROUP INC    (COM NEW) C 402,156,000 9,547,850 0.18%
ISHARES TR    (RUSSELL 2000 ETF) IWM 398,401,000 3,480,700 0.18%
QUALCOMM INC    (COM) QCOM 388,084,000 5,736,646 0.18%
ISHARES TR    (CHINA LG-CAP ETF) FXI 387,737,000 10,328,643 0.18%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 386,202,000 3,345,480 0.18%
ISHARES TR    (JPMORGAN USD EMG) EMB 383,379,000 3,965,439 0.18%
FIAT CHRYSLER AUTOMOBILES N    (SHS) FCAU 380,018,000 52,853,681 0.17%
VANGUARD INDEX FDS    (LARGE CAP ETF) VV 379,302,000 3,202,751 0.17%
SERVICENOW INC    (COM) NOW 370,512,000 1,292,874 0.17%
TWITTER INC    (COM) TWTR 364,035,000 14,822,266 0.17%
ISHARES TR    (RUSSELL 2000 ETF) IWM 363,726,000 3,177,760 0.17%
SPDR SER TR    (SPDR BLOOMBERG) 351,331,000 3,834,237 0.16%
ABBOTT LABS    (COM) ABT 350,357,000 4,439,956 0.16%
PIMCO ETF TR    (ENHAN SHRT MA AC) MINT 346,297,000 3,498,654 0.16%
LAUDER ESTEE COS INC    (CL A) EL 336,290,000 2,110,514 0.15%
MICRON TECHNOLOGY INC    (COM) MU 330,087,000 7,848,018 0.15%
SQUARE INC    (CL A) 328,855,000 6,278,263 0.15%
ENERGY TRANSFER LP    (COM UT LTD PTN) ETE 324,040,000 70,443,324 0.15%
V F CORP    (COM) VFC 322,984,000 5,972,363 0.15%
REPUBLIC SVCS INC    (COM) RSG 321,513,000 4,283,415 0.15%
CHUBB LIMITED    (COM) CB 320,137,000 2,866,299 0.15%
O REILLY AUTOMOTIVE INC NEW    (COM) ORLY 318,627,000 1,058,385 0.15%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 306,708,000 3,650,414 0.14%
ISHARES TR    (USA QUALITY FCTR) QUAL 306,649,000 3,783,922 0.14%
ISHARES INC    (MSCI BRAZIL ETF) EWZ 301,248,000 12,786,402 0.14%
BAIDU INC    (SPON ADR REP A) BIDU 297,001,000 2,946,736 0.13%
TARGET CORP    (COM) TGT 293,488,000 3,156,802 0.13%
ISHARES TR    (S&P 500 VAL ETF) IVE 292,133,000 3,035,150 0.13%
PHILIP MORRIS INTL INC    (COM) PM 291,375,000 3,993,639 0.13%
JD COM INC    (SPON ADR CL A) JD 288,885,000 7,132,968 0.13%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 283,634,000 3,323,181 0.13%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 281,799,000 3,562,569 0.13%
TAIWAN SEMICONDUCTOR MFG LTD    (SPONSORED ADS) TSM 281,472,000 5,889,768 0.13%
ISHARES TR    (TIPS BD ETF) TIP 280,038,000 2,374,815 0.13%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 278,257,000 4,992,044 0.13%
WELLS FARGO CO NEW    (COM) WFC 277,575,000 9,671,595 0.13%
SCHWAB STRATEGIC TR    (US TIPS ETF) SCHP 276,109,000 4,801,054 0.13%
AMERICAN ELEC PWR CO INC    (COM) AEP 274,839,000 3,436,350 0.12%
MORGAN STANLEY    (COM NEW) MS 272,116,000 8,003,427 0.12%
ISHARES TR    (RUS MID CAP ETF) IWR 270,919,000 6,275,639 0.12%
DELL TECHNOLOGIES INC    (CL C) 270,453,000 6,838,217 0.12%
INVESCO EXCHANGE-TRADED FD T    (NATL AMT MUNI) 269,006,000 10,426,572 0.12%
ISHARES TR    (MSCI EAFE ETF) EFA 265,621,000 4,968,600 0.12%
ISHARES GOLD TRUST    (ISHARES) IAU 264,848,000 17,574,520 0.12%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 263,751,000 9,528,590 0.12%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 261,583,000 2,953,071 0.12%
VANGUARD WORLD FDS    (HEALTH CAR ETF) VHT 261,344,000 1,573,506 0.12%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 260,398,000 4,671,655 0.12%
GENERAL ELECTRIC CO    (COM) GE 257,747,000 32,461,837 0.12%
ALTRIA GROUP INC    (COM) MO 257,659,000 6,662,986 0.12%
AMERIPRISE FINL INC    (COM) AMP 254,846,000 2,486,791 0.12%
BOOKING HLDGS INC    (COM) 254,818,000 189,411 0.12%
ISHARES TR    (SH TR CRPORT ETF) CSJ 249,408,000 4,763,329 0.11%
3M CO    (COM) MMM 246,743,000 1,807,507 0.11%
TRUIST FINL CORP    (COM) 244,107,000 7,915,262 0.11%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 243,632,000 3,487,929 0.11%
CROWN CASTLE INTL CORP NEW    (COM) CCI 243,477,000 1,686,129 0.11%
ENTERPRISE PRODS PARTNERS L    (COM) EPD 242,875,000 16,984,272 0.11%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 242,321,000 1,994,737 0.11%
BHP GROUP LTD    (SPONSORED ADS) BHP 241,950,000 6,594,445 0.11%
DEUTSCHE BANK A G    (NAMEN AKT) DB 240,694,000 37,491,436 0.11%
BLACKSTONE GROUP INC    (COM CL A) 239,789,000 5,262,002 0.11%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 239,023,000 909,245 0.11%
ISHARES TR    (CORE S&P US GWT) IWZ 237,953,000 4,168,029 0.11%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 236,390,000 2,876,485 0.11%
ALPHABET INC    (CAP STK CL A) GOOGL 235,727,000 202,872 0.11%
ISHARES TR    (MSCI EMG MKT ETF) EEM 232,971,000 6,826,003 0.10%
ISHARES TR    (INTRM TR CRP ETF) CIU 228,962,000 4,169,016 0.10%
PARKER HANNIFIN CORP    (COM) PH 224,141,000 1,727,748 0.10%
COLGATE PALMOLIVE CO    (COM) CL 223,172,000 3,363,045 0.10%
CREDIT SUISSE AG NASSAU BRH    (VELOCITY SHS NEW) 221,046,000 705,722 0.10%
CME GROUP INC    (COM) CME 219,590,000 1,269,967 0.10%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 218,129,000 5,317,629 0.10%
AMERICAN EXPRESS CO    (COM) AXP 216,348,000 2,527,122 0.10%
CATERPILLAR INC DEL    (COM) CAT 215,985,000 1,861,296 0.10%
VANGUARD SCOTTSDALE FDS    (VNG RUS1000VAL) VONV 214,067,000 2,459,970 0.10%
QIAGEN NV    (SHS NEW) 213,998,000 5,144,177 0.10%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 209,624,000 2,962,881 0.09%
UBER TECHNOLOGIES INC    (COM) 209,304,000 7,496,582 0.09%
ISHARES TR    (RUS MD CP GR ETF) IWP 209,102,000 1,719,733 0.09%
SPDR DOW JONES INDL AVRG ETF    (UT SER 1) DIA 207,713,000 947,468 0.09%
ISHARES TR    (MSCI EAFE ETF) EFA 206,151,000 3,856,170 0.09%
J P MORGAN EXCHANGE-TRADED F    (ULTRA SHRT INC) 204,904,000 4,125,302 0.09%
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 2020-03-31: 212,209,823,000 SEC FILING
* Portfolios do not reflect changes after reporting
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