UBS Group AG

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$357B
Signature - Title
Andrew Johnson - Head Group Shareholding Reporting
Location
Zurich, Switzerland
Summary
This page shows a list of all the recent 13F filings made by UBS Group AG. Form 13F is required to be filed within 45 days of the end of a calendar quarter. UBS Group AG reported 8227 stock holdings with total value $357B as of Q3 2024. Top holdings included MSFT, AAPL, NVDA, AMZN, and META.
Holdings Value

List of Other Managers Reporting for UBS Group AG:

Name Holdings Value Location File Number
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $389B Chicago, IL 028-02682
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) $1.27B Chicago, IL 028-06327
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 8,227 $357B +$28.9B -$11.5B +$17.4B MSFT, AAPL, NVDA, AMZN, META 13F-HR 11/14/2024, 10:01 AM
Q2 2024 8,307 $326B +$38.6B -$12.5B +$26.1B MSFT, AAPL, NVDA, AMZN, GOOGL 13F-HR 8/13/2024, 07:38 PM
Q1 2024 8,063 $303B +$47.5B -$10.4B +$37.2B MSFT, AAPL, NVDA, AMZN, SPY 13F-HR 5/13/2024, 06:45 AM
Q4 2023 8,013 $249B +$21.1B -$13.6B +$7.43B MSFT, AAPL, UBS, SPY, AMZN 13F-HR 2/9/2024, 06:31 AM
Q3 2023 8,254 $218B +$11.5B -$15.8B -$4.35B MSFT, AAPL, SPY, AMZN, GOOGL 13F-HR 11/9/2023, 06:30 AM
Q2 2023 7,733 $230B +$17.7B -$15.3B +$2.4B MSFT, AAPL, SPY, AMZN, NVDA 13F-HR 8/11/2023, 12:23 PM
Q1 2023 8,426 $217B +$15.3B -$17.8B -$2.47B MSFT, AAPL, UBS, SPY, AMZN 13F-HR 5/12/2023, 07:30 AM
Q4 2022 9,478 $208B +$27.6B -$9.11B +$18.5B MSFT, AAPL, SPY, JPM, UBS 13F-HR 2/8/2023, 02:18 PM
Q3 2022 9,352 $175B +$11.7B -$15.7B -$4.07B MSFT, AAPL, SPY, AMZN, GOOGL 13F-HR 11/10/2022, 06:15 AM
Q2 2022 9,358 $195B +$14.4B -$14.9B -$468M MSFT, AAPL, SPY, AMZN, GOOGL 13F-HR 8/10/2022, 06:30 AM
Q1 2022 9,261 $234B +$15.3B -$22.1B -$6.79B MSFT, AAPL, AMZN, SPY, GOOGL 13F-HR 5/16/2022, 07:31 AM
Q4 2021 9,218 $254B +$14.5B -$17.1B -$2.52B MSFT, AAPL, SPY, AMZN, GOOGL 13F-HR 2/14/2022, 09:05 AM
Q3 2021 8,491 $239B +$17.5B -$11.2B +$6.26B MSFT, AAPL, AMZN, SPY, GOOGL 13F-HR 11/15/2021, 09:20 AM
Q2 2021 8,320 $237B +$18.1B -$18.7B -$602M MSFT, AAPL, AMZN, SPY, GOOGL 13F-HR 8/13/2021, 09:30 AM
Q1 2021 7,973 $224B +$17.7B -$20.6B -$2.91B MSFT, AAPL, SPY, BABA, AMZN 13F-HR 5/11/2021, 05:37 PM
Q4 2020 7,394 $215B +$18.1B -$27.7B -$9.66B MSFT, AAPL, AMZN, SPY, QQQ 13F-HR 2/11/2021, 02:11 PM
Q3 2020 7,155 $202B +$19.8B -$10.9B +$8.93B MSFT, AAPL, SPY, AMZN, IEFA 13F-HR 11/12/2020, 09:15 AM
Q2 2020 7,124 $185B +$14.1B -$24B -$9.89B MSFT, AAPL, SPY, AMZN, IEFA 13F-HR 7/31/2020, 08:45 AM
Q1 2020 7,053 $164B +$11B -$27.4B -$16.3B MSFT, SPY, AAPL, AMZN, IEFA 13F-HR 5/1/2020, 11:22 AM
Q4 2019 7,086 $227B +$20.3B -$13.3B +$6.99B MSFT, AAPL, SPY, IEFA, JPM 13F-HR 2/14/2020, 06:30 AM
Q3 2019 7,116 $205B +$12.9B -$22.6B -$9.7B MSFT, SPY, AAPL, IEFA, AMZN 13F-HR 11/14/2019, 07:00 AM
Q2 2019 7,044 $214B +$19.4B -$12.4B +$7B SPY, MSFT, AAPL, AMZN, IEFA 13F-HR 8/14/2019, 06:06 AM
Q1 2019 6,913 $201B +$22.9B -$17.3B +$5.55B SPY, MSFT, AAPL, IEFA, AMZN 13F-HR 5/14/2019, 06:15 AM
Q4 2018 7,141 $174B +$19B -$20.2B -$1.19B SPY, MSFT, AAPL, EFA, IEFA 13F-HR 2/14/2019, 06:25 AM
Q3 2018 7,101 $202B +$16.9B -$10.5B +$6.4B SPY, MSFT, AAPL, IEFA, EFA 13F-HR 11/14/2018, 08:13 AM
Q2 2018 7,098 $187B +$23B -$16.2B +$6.81B SPY, MSFT, AAPL, EFA, IEFA 13F-HR 8/14/2018, 09:19 AM
Q1 2018 6,958 $178B +$13.5B -$14B -$427M SPY, MSFT, AAPL, EFA, IEFA 13F-HR 5/15/2018, 06:12 AM
Q4 2017 6,919 $181B +$19.7B -$11.5B +$8.21B SPY, AAPL, MSFT, UBS, EFA 13F-HR 2/14/2018, 05:35 PM
Q3 2017 6,828 $165B +$14.1B -$10.4B +$3.69B SPY, UBS, AAPL, MSFT, EFA 13F-HR 11/14/2017, 05:05 PM
Q2 2017 6,759 $156B +$15.1B -$13.6B +$1.5B SPY, UBS, AAPL, EFA, MSFT Restatement 11/14/2017, 03:14 PM
Q1 2017 6,744 $151B +$14.6B -$12.6B +$2.03B SPY, UBS, AAPL, EFA, MSFT Restatement 11/14/2017, 03:00 PM
Q4 2016 6,816 $142B +$14.3B -$10.3B +$3.96B SPY, UBS, AAPL, EFA, MSFT 13F-HR 2/14/2017, 02:12 PM
Q3 2016 6,764 $136B +$11.8B -$7.8B +$4.04B SPY, UBS, AAPL, EFA, MSFT 13F-HR 11/14/2016, 04:43 PM
Q2 2016 6,852 $128B +$11.6B -$9.72B +$1.91B SPY, UBS, EFA, AAPL, MSFT 13F-HR 8/12/2016, 03:41 PM
Q1 2016 6,751 $124B +$15.4B -$15.8B -$470M SPY, UBS, AAPL, EFA, MSFT 13F-HR 5/12/2016, 03:22 PM
Q4 2015 6,929 $125B +$18.6B -$14.4B +$4.26B SPY, UBS, AAPL, MSFT, INTC 13F-HR 2/16/2016, 11:44 AM
Q3 2015 6,918 $117B +$15.4B -$11.9B +$3.5B SPY, UBS, AAPL, IWM, MSFT 13F-HR 11/13/2015, 02:25 PM
Q2 2015 6,828 $126B +$16.2B -$12.2B +$4B SPY, AAPL, UBS, MSFT, EFA 13F-HR 8/14/2015, 10:50 AM
Q1 2015 6,723 $124B +$17.4B -$12.6B +$4.79B SPY, AAPL, UBS, YUM, MSFT 13F-HR 5/14/2015, 12:13 PM
Q4 2014 6,871 $118B $0 $0 SPY, AAPL, UBS, MSFT, QCOM 13F-HR 2/13/2015, 06:02 PM