UBS Group Top Holdings and 13F Report (2024) → Trump’s Gift Could Unleash $51 Billion in New Wealth (From Wealthpin Pro) (Ad) About UBS GroupUBS Group NYSE: UBS has filed 13-F forms with the SEC as an investor. UBS Group is itself a publicly traded company. For more information on UBS Group stock, visit the UBS Group stock profile here.Investment ActivityUBS Group has $401.54 billion in total holdings as of March 31, 2024.UBS Group owns shares of 8,078 different stocks, but just 325 companies or ETFs make up 80% of its holdings.Approximately 16.24% of the portfolio was purchased this quarter.About 5.27% of the portfolio was sold this quarter.This quarter, UBS Group has purchased 8,015 new stocks and bought additional shares in 3,491 stocks.UBS Group sold shares of 3,283 stocks and completely divested from 1,104 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $26,074,896,178Microsoft $13,963,903,794Apple $10,982,518,397NVIDIA $9,112,646,561iShares Russell 2000 ETF $7,837,038,118 Largest New Holdings this Quarter FLUTTER ENTMT PLC $339,370,568 HoldingCORPAY INC $87,877,438 HoldingCOOPER COS INC $27,470,193 HoldingKASPI KZ JSC $10,527,640 HoldingQIAGEN NV $8,581,836 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 30,329,619 shares (about $15.86B)Apple 9,594,238 shares (about $1.65B)Microsoft 3,347,600 shares (about $1.41B)Amazon.com 6,349,927 shares (about $1.15B)iShares Core S&P Mid-Cap ETF 17,550,661 shares (about $1.07B) Largest Sales this Quarter Union Pacific 8,600,773 shares (about $2.12B)Invesco QQQ 3,931,097 shares (about $1.75B)iShares 20+ Year Treasury Bond ETF 9,418,003 shares (about $891.13M)Broadcom 445,082 shares (about $589.92M)iShares MSCI ACWI ETF 4,043,683 shares (about $445.33M) Sector Allocation Over TimeMap of 500 Largest Holdings ofUBS Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$26,074,896,178$15,864,513,810 ▲155.4%49,849,7266.5%FinanceMSFTMicrosoft$13,963,903,794$1,408,402,272 ▲11.2%33,190,4923.5%Computer and TechnologyAAPLApple$10,982,518,397$1,645,219,932 ▲17.6%64,045,4772.7%Computer and TechnologyNVDANVIDIA$9,112,646,561$830,077,079 ▲10.0%10,085,2702.3%Computer and TechnologyIWMiShares Russell 2000 ETF$7,837,038,118$104,430,143 ▲1.4%37,265,9922.0%FinanceQQQInvesco QQQ$6,862,957,340$1,745,446,379 ▼-20.3%15,456,7631.7%FinanceAMZNAmazon.com$6,849,215,114$1,145,399,832 ▲20.1%37,971,0341.7%Retail/WholesaleUBSUBS Group$4,551,709,747$62,427,802 ▲1.4%148,167,6351.1%FinanceJPMJPMorgan Chase & Co.$4,401,401,415$24,252,124 ▼-0.5%21,974,0461.1%FinanceGOOGLAlphabet$4,272,185,640$225,213,822 ▲5.6%28,305,7421.1%Computer and TechnologyMETAMeta Platforms$4,117,554,272$469,706,390 ▲12.9%8,479,6621.0%Computer and TechnologyAVGOBroadcom$3,945,610,379$589,916,134 ▼-13.0%2,976,8981.0%Computer and TechnologyVVisa$3,090,589,411$615,240,791 ▲24.9%11,074,2060.8%Business ServicesGOOGAlphabet$3,018,819,890$31,635,517 ▲1.1%19,826,7430.8%Computer and TechnologyUNHUnitedHealth Group$2,763,787,487$416,448,849 ▲17.7%5,586,7950.7%MedicalTLTiShares 20+ Year Treasury Bond ETF$2,633,284,062$891,131,444 ▼-25.3%27,830,1000.7%ETFBRK.BBerkshire Hathaway$2,558,769,585$350,409,224 ▲15.9%6,084,7750.6%FinanceHDHome Depot$2,512,672,447$191,244,547 ▲8.2%6,550,2410.6%Retail/WholesaleTSLATesla$2,512,411,424$686,011,158 ▲37.6%14,292,1180.6%Auto/Tires/TrucksLLYEli Lilly and Company$2,386,256,157$31,874,577 ▲1.4%3,067,3250.6%MedicalAMDAdvanced Micro Devices$2,362,009,820$395,124,376 ▼-14.3%13,086,6520.6%Computer and TechnologyABBVAbbVie$2,313,545,720$190,180,323 ▼-7.6%12,704,8090.6%MedicalEEMiShares MSCI Emerging Markets ETF$2,300,624,930$294,297,859 ▲14.7%56,003,5280.6%FinanceCOSTCostco Wholesale$2,216,021,128$83,124,200 ▼-3.6%3,024,7480.6%Retail/WholesaleCSCOCisco Systems$2,173,650,374$544,591,318 ▲33.4%43,551,4000.5%Computer and TechnologyGLDSPDR Gold Shares$2,154,916,177$281,859,235 ▲15.0%10,474,9960.5%FinanceIWFiShares Russell 1000 Growth ETF$2,090,923,380$34,104,404 ▲1.7%6,203,6000.5%ETFMCDMcDonald's$2,039,984,378$403,601,557 ▲24.7%7,235,2700.5%Retail/WholesaleVTVVanguard Value ETF$2,037,272,252$9,139,866 ▲0.5%12,509,3470.5%ETFMRKMerck & Co., Inc.$1,992,480,626$41,081,445 ▲2.1%15,100,2700.5%MedicalPGProcter & Gamble$1,989,710,043$309,868,458 ▲18.4%12,263,2360.5%Consumer StaplesCRMSalesforce$1,921,481,416$2,688,333 ▼-0.1%6,379,8440.5%Computer and TechnologyVUGVanguard Growth ETF$1,893,097,935$7,044,741 ▼-0.4%5,499,9940.5%ETFMAMastercard$1,830,155,260$488,069,270 ▲36.4%3,800,3930.5%Business ServicesJNJJohnson & Johnson$1,781,721,336$136,099,557 ▲8.3%11,263,1730.4%MedicalIEFAiShares Core MSCI EAFE ETF$1,774,780,332$13,984,161 ▲0.8%23,912,4270.4%ETFMSMorgan Stanley$1,766,449,509$234,941,252 ▲15.3%18,760,0840.4%FinanceXOMExxon Mobil$1,732,270,784$63,795,650 ▲3.8%14,902,5360.4%Oils/EnergyEFAiShares MSCI EAFE ETF$1,677,720,362$107,380,315 ▲6.8%21,008,2690.4%FinanceCVXChevron$1,676,848,445$303,228,176 ▲22.1%10,630,4580.4%Oils/EnergySTLAStellantis$1,662,038,795$679,817,818 ▲69.2%58,729,2860.4%Auto/Tires/TrucksKOCoca-Cola$1,660,123,521$153,375,262 ▲10.2%27,135,0690.4%Consumer StaplesXLFFinancial Select Sector SPDR Fund$1,655,910,018$160,677,396 ▲10.7%39,314,1030.4%ETFBACBank of America$1,641,658,919$154,717,013 ▲10.4%43,292,6930.4%FinanceINTCIntel$1,601,399,251$399,452,278 ▲33.2%36,255,3600.4%Computer and TechnologyIVViShares Core S&P 500 ETF$1,557,634,421$104,335,324 ▼-6.3%2,962,8030.4%ETFVOOVanguard S&P 500 ETF$1,555,679,316$78,210,371 ▲5.3%3,236,2790.4%ETFTMOThermo Fisher Scientific$1,450,519,985$72,189,769 ▲5.2%2,495,6900.4%MedicalVOVanguard Mid-Cap ETF$1,445,750,926$18,984,613 ▼-1.3%5,786,2440.4%ETFMUMicron Technology$1,422,283,433$364,399,758 ▲34.4%12,064,4960.4%Computer and TechnologyQCOMQUALCOMM$1,358,299,148$395,800,883 ▲41.1%8,023,0310.3%Computer and TechnologyLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,349,714,202$599,844,224 ▲80.0%12,391,7940.3%FinanceIJHiShares Core S&P Mid-Cap ETF$1,336,509,050$1,066,027,149 ▲394.1%22,003,7710.3%ETFVEAVanguard FTSE Developed Markets ETF$1,335,155,497$13,599,682 ▼-1.0%26,612,6270.3%ETFNFLXNetflix$1,318,116,236$6,586,494 ▲0.5%2,170,3460.3%Consumer DiscretionaryTXNTexas Instruments$1,292,262,255$586,956,346 ▲83.2%7,417,8420.3%Computer and TechnologyIWDiShares Russell 1000 Value ETF$1,267,567,022$60,132,063 ▼-4.5%7,077,0310.3%ETFWMTWalmart$1,266,908,052$842,645,651 ▲198.6%21,055,4770.3%Retail/WholesaleACNAccenture$1,266,119,884$19,476,016 ▲1.6%3,652,8660.3%Business ServicesPEPPepsiCo$1,257,060,251$77,977,280 ▲6.6%7,182,7910.3%Consumer StaplesIEFiShares 7-10 Year Treasury Bond ETF$1,238,962,995$32,496,399 ▲2.7%13,088,5590.3%ETFLINDE PLC$1,231,560,046$108,432,185 ▲9.7%2,652,3950.3%SHSIJRiShares Core S&P Small-Cap ETF$1,226,833,229$107,256,344 ▲9.6%11,100,5540.3%ETFXLKTechnology Select Sector SPDR Fund$1,219,559,558$22,677,895 ▼-1.8%5,855,6660.3%ETFTSMTaiwan Semiconductor Manufacturing$1,202,244,056$52,365,781 ▲4.6%8,836,7810.3%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$1,174,246,943$2,947,325 ▼-0.3%6,430,3540.3%ETFUNPUnion Pacific$1,164,219,831$2,115,188,103 ▼-64.5%4,733,9480.3%TransportationAMGNAmgen$1,125,170,812$17,238,322 ▼-1.5%3,957,4100.3%MedicalRSPInvesco S&P 500 Equal Weight ETF$1,088,500,172$65,592,936 ▲6.4%6,426,7590.3%ETFVTIVanguard Total Stock Market ETF$1,082,763,933$15,787,885 ▲1.5%4,166,0790.3%ETFADBEAdobe$1,075,019,521$30,692,295 ▲2.9%2,130,4390.3%Computer and TechnologyUPSUnited Parcel Service$1,052,639,127$240,676,707 ▲29.6%7,082,2790.3%TransportationPANWPalo Alto Networks$1,052,370,355$145,674,019 ▲16.1%3,703,8340.3%Computer and TechnologyORCLOracle$1,037,172,070$190,868,917 ▲22.6%8,257,0820.3%Computer and TechnologyTGTTarget$1,023,771,231$436,420,028 ▲74.3%5,777,1640.3%Retail/WholesaleABTAbbott Laboratories$1,023,131,746$53,955,084 ▲5.6%9,001,6870.3%MedicalGSThe Goldman Sachs Group$1,022,375,636$212,239,984 ▲26.2%2,447,6900.3%FinanceXLEEnergy Select Sector SPDR Fund$1,002,531,577$23,841,641 ▼-2.3%10,618,9130.2%ETFPXDPioneer Natural Resources$1,000,663,389$604,503,376 ▲152.6%3,812,0510.2%Oils/EnergyDISWalt Disney$993,422,485$30,748,456 ▲3.2%8,118,8500.2%Consumer DiscretionarySBUXStarbucks$990,045,509$123,343,143 ▲14.2%10,833,1930.2%Retail/WholesaleIBMInternational Business Machines$980,430,079$192,361,456 ▲24.4%5,134,2170.2%Computer and TechnologyAMATApplied Materials$970,810,814$90,505,479 ▼-8.5%4,707,4180.2%Computer and TechnologyRTXRTX$965,569,335$52,402,674 ▼-5.1%9,900,2290.2%AerospaceNEENextEra Energy$957,340,101$122,610,888 ▲14.7%14,979,5040.2%UtilitiesHYGiShares iBoxx $ High Yield Corporate Bond ETF$942,241,428$285,514,105 ▼-23.3%12,121,9790.2%ETFVGTVanguard Information Technology ETF$936,190,718$12,108,584 ▲1.3%1,785,4650.2%ETFUBERUber Technologies$934,267,567$88,669,383 ▲10.5%12,134,9210.2%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$922,413,023$18,132,122 ▲2.0%9,418,1440.2%FinanceDHRDanaher$896,352,958$132,583,839 ▲17.4%3,589,4320.2%Multi-Sector ConglomeratesVBVanguard Small-Cap ETF$892,659,952$29,220,431 ▲3.4%3,905,0700.2%ETFHONHoneywell International$892,482,829$144,483,685 ▼-13.9%4,348,2720.2%Multi-Sector ConglomeratesCMGChipotle Mexican Grill$876,083,037$112,762,329 ▲14.8%301,3940.2%Retail/WholesaleVZVerizon Communications$871,274,603$83,373,387 ▲10.6%20,764,4090.2%Computer and TechnologyBLKBlackRock$849,402,740$71,147,958 ▲9.1%1,018,8350.2%FinanceSMHVanEck Semiconductor ETF$822,943,673$420,648,504 ▲104.6%3,657,6900.2%ManufacturingIEMGiShares Core MSCI Emerging Markets ETF$818,701,286$613,060 ▲0.1%15,866,3040.2%ETFLMTLockheed Martin$810,546,955$78,992,724 ▲10.8%1,781,9310.2%AerospaceBXBlackstone$802,001,107$113,413,692 ▲16.5%6,104,9030.2%FinanceTMUST-Mobile US$788,099,935$151,834,752 ▼-16.2%4,828,4520.2%Computer and TechnologyShowing largest 100 holdings. 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