Fund HoldingsUBS Group AG

Total Portfolio Value
$541.09B
Total Bought
$118.54B
Total Sold
$36.12B
Net Transaction
+$82.42B
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BROADCOM INC(AVGO)026,637,735+26,637,73506,175,6921.14%+6,175,692
NVIDIA CORPORATION(NVDA)96,989,864100,215,636+3,225,77211,778,44913,457,9582.49%+1,679,509
APPLE INC(AAPL)59,163,29560,933,369+1,770,07413,785,04815,258,9342.82%+1,473,887
AMAZON COM INC(AMZN)037,463,181+37,463,18108,219,0471.52%+8,219,047
MICROSTRATEGY INC(MSTR)04,469,228+4,469,22801,294,3780.24%+1,294,378
TESLA INC(TSLA)07,260,940+7,260,94002,932,2580.54%+2,932,258
BLACKROCK INC(BLK)01,149,635+1,149,63501,178,5020.22%+1,178,502
SPDR S&P 500 ETF TR(SPY)8,525,1379,976,397+1,451,2604,891,3835,846,9671.08%+955,584
BOEING CO(BA)07,486,594+7,486,59401,325,1270.24%+1,325,127
ALPHABET INC(GOOG)030,717,652+30,717,65205,814,8521.07%+5,814,852
ISHARES TR(Put)019,506,400+19,506,40001,534,178+1,534,178
JPMORGAN CHASE & CO.(JPM)19,108,87819,961,287+852,4094,029,2984,784,9200.88%+755,622
LAM RESEARCH CORP(LRCX)09,944,218+9,944,2180718,2710.13%+718,271
HONEYWELL INTL INC(HON)06,239,645+6,239,64501,409,4730.26%+1,409,473
CHEVRON CORP NEW(CVX)014,530,520+14,530,52002,104,6010.39%+2,104,601
PALANTIR TECHNOLOGIES INC(PLTR)011,564,724+11,564,7240874,6400.16%+874,640
ISHARES TR16,442,86836,467,458+20,024,590522,5541,110,0690.21%+587,515
PHILLIPS 66(PSX)09,078,742+9,078,74201,034,3410.19%+1,034,341
VISA INC(V)12,189,88212,297,057+107,1753,351,6083,886,3620.72%+534,754
MICROSOFT CORP(MSFT)034,264,202+34,264,202014,442,3612.67%+14,442,361
DBX ETF TR(Call)018,981,100+18,981,1000502,430+502,430
INVESCO QQQ TR05,943,191+5,943,19103,038,3380.56%+3,038,338
APPLOVIN CORP(APP)01,662,242+1,662,2420538,2840.10%+538,284
TAIWAN SEMICONDUCTOR MFG LTD(TSM)08,686,374+8,686,37401,715,4720.32%+1,715,472
SELECT SECTOR SPDR TR(Put)
ST STR ENERG ETF
7,479,60013,139,800+5,660,200656,7091,125,555+468,846
NETFLIX INC(NFLX)01,547,388+1,547,38801,379,2180.25%+1,379,218
ALPHABET INC(GOOG)021,943,994+21,943,99404,179,0140.77%+4,179,014
SELECT SECTOR SPDR TR(Call)
ST STR ENERG ETF
06,718,290+6,718,2900575,489+575,489
EBAY INC.(EBAY)08,878,955+8,878,9550550,0510.10%+550,051
SELECT SECTOR SPDR TR(Call)
ST STR FINL ETF
017,434,788+17,434,7880842,623+842,623
COINBASE GLOBAL INC(COIN)(Call)01,742,287+1,742,2870432,610+432,610
SMARTSHEET INC07,709,022+7,709,0220431,9370.08%+431,937
KELLANOVA06,430,036+6,430,0360520,6400.10%+520,640
SELECT SECTOR SPDR TR
ST STR INDL ETF
06,861,166+6,861,1660904,0270.17%+904,027
DEERE & CO(DE)02,256,806+2,256,8060956,2090.18%+956,209
INTERNATIONAL PAPER CO(IP)08,569,450+8,569,4500461,2080.09%+461,208
FORTIVE CORP(FTV)06,108,621+6,108,6210458,1470.08%+458,147
RIVIAN AUTOMOTIVE INC(RIVN)030,034,358+30,034,3580399,4570.07%+399,457
WALMART INC(WMT)18,456,14920,758,255+2,302,1061,490,3341,875,5080.35%+385,174
ARISTA NETWORKS INC(ANET)03,455,071+3,455,0710381,8890.07%+381,889
ISHARES TR(Put)09,624,300+9,624,3000727,693+727,693
GOLDMAN SACHS GROUP INC(GS)02,488,307+2,488,30701,424,8540.26%+1,424,854
ISHARES TR3,303,9973,876,820+572,8231,905,8122,282,2060.42%+376,395
QUANTA SVCS INC02,777,926+2,777,9260877,9640.16%+877,964
SERVICENOW INC(NOW)0938,257+938,2570994,6650.18%+994,665
ISHARES TR04,934,525+4,934,52501,090,3330.20%+1,090,333
WORKDAY INC(WDAY)01,808,781+1,808,7810466,7200.09%+466,720
CROWDSTRIKE HLDGS INC(CRWD)02,178,372+2,178,3720745,3520.14%+745,352
TESLA INC(TSLA)(Put)3,662,0183,170,018-492,000958,0941,280,180+322,086
WELLS FARGO CO NEW(WFC)011,850,623+11,850,6230832,3880.15%+832,388
SALESFORCE INC(CRM)5,609,5195,515,723-93,7961,535,3811,844,0720.34%+308,690
SPDR GOLD TR(GLD)06,057,163+6,057,16301,466,6210.27%+1,466,621
TESLA INC(TSLA)(Call)03,136,951+3,136,95101,266,826+1,266,826
LIBERTY BROADBAND CORP(LBRDA)8,283,52912,462,459+4,178,930640,234931,6930.17%+291,459
MORGAN STANLEY(MS)010,967,351+10,967,35101,378,8150.25%+1,378,815
ASPEN TECHNOLOGY INC01,234,940+1,234,9400308,2780.06%+308,278
META PLATFORMS INC(META)9,554,5249,832,349+277,8255,469,3925,756,9391.06%+287,547
PALO ALTO NETWORKS INC(PANW)07,336,411+7,336,41101,334,9330.25%+1,334,933
INVESCO QQQ TR(Call)02,195,037+2,195,03701,122,169+1,122,169
COINBASE GLOBAL INC(COIN)(Put)01,120,700+1,120,7000278,270+278,270
ROCKET LAB USA INC(Call)017,340,483+17,340,4830441,662+441,662
CISCO SYS INC(CSCO)030,536,839+30,536,83901,807,7810.33%+1,807,781
VANGUARD INDEX FDS3,421,3983,847,453+426,0551,805,3692,073,0460.38%+267,677
APTIV PLC(APTV)04,403,143+4,403,1430266,3020.05%+266,302
ISHARES TR04,973,013+4,973,0130391,1270.07%+391,127
AMERICAN AIRLS GROUP INC(AAL)015,417,665+15,417,6650268,7300.05%+268,730
PACCAR INC(PCAR)03,850,033+3,850,0330400,4800.07%+400,480
TAIWAN SEMICONDUCTOR MFG LTD(TSM)(Put)6,428,7126,890,550+461,8381,116,4741,360,815+244,340
TEXAS INSTRS INC(TXN)5,114,3846,932,888+1,818,5041,056,4781,299,9860.24%+243,508
AGRIFY CORP02,220,518+2,220,51801,126,9910.21%+1,126,991
DISCOVER FINL SVCS02,125,218+2,125,2180368,1520.07%+368,152
JPMORGAN CHASE & CO.(JPM)(Put)3,337,7003,922,100+584,400703,787940,167+236,379
APOLLO GLOBAL MGMT INC(APO)02,788,712+2,788,7120460,5840.09%+460,584
UBER TECHNOLOGIES INC(UBER)8,772,77114,796,585+6,023,814659,361892,5300.16%+233,169
FREEPORT-MCMORAN INC(FCX)012,465,522+12,465,5220474,6870.09%+474,687
ADVANCED MICRO DEVICES INC(AMD)10,251,56215,845,691+5,594,1291,682,0761,914,0010.35%+231,925
ISHARES TR(Put)036,926,200+36,926,20001,544,254+1,544,254
ENERGY TRANSFER L P(ET)038,556,878+38,556,8780755,3290.14%+755,329
DOORDASH INC(DASH)01,756,503+1,756,5030294,6530.05%+294,653
FIRST TR EXCHANGE-TRADED FD01,574,442+1,574,4420382,8570.07%+382,857
CME GROUP INC(CME)02,679,134+2,679,1340622,1750.11%+622,175
SHERWIN WILLIAMS CO(SHW)1,287,4202,090,713+803,293491,370710,6960.13%+219,326
SPDR INDEX SHS FDS(Put)
ST STR EU 50 ETF
04,500,000+4,500,0000216,675+216,675
ORACLE CORP(ORCL)7,915,5129,393,641+1,478,1291,348,8031,565,3560.29%+216,553
INTERNATIONAL BUSINESS MACHS(IBM)4,129,3695,136,946+1,007,577912,9211,129,2550.21%+216,334
VANGUARD INDEX FDS05,939,780+5,939,78002,437,9230.45%+2,437,923
ALIBABA GROUP HLDG LTD(BABA)(Put)2,014,5005,047,400+3,032,900213,779427,969+214,190
DAYFORCE INC03,191,214+3,191,2140231,8100.04%+231,810
THE TRADE DESK INC(TTD)02,605,981+2,605,9810306,2810.06%+306,281
KRAFT HEINZ CO(KHC)011,293,518+11,293,5180346,8240.06%+346,824
BANK AMERICA CORP026,538,544+26,538,54401,166,3690.22%+1,166,369
WILLIAMS COS INC(WMB)012,753,328+12,753,3280690,2100.13%+690,210
BOOKING HOLDINGS INC(BKNG)0136,033+136,0330675,8690.12%+675,869
SPOTIFY TECHNOLOGY S A(SPOT)0577,167+577,1670258,2130.05%+258,213
AMERICAN EXPRESS CO(AXP)3,164,7543,584,412+419,658858,2811,063,8180.20%+205,536
MICROCHIP TECHNOLOGY INC.(MCHP)08,150,270+8,150,2700467,4180.09%+467,418
CAPITAL ONE FINL CORP(COF)02,034,303+2,034,3030362,7570.07%+362,757
DARDEN RESTAURANTS INC(DRI)01,537,579+1,537,5790287,0510.05%+287,051
US BANCORP DEL(USB)08,923,039+8,923,0390426,7890.08%+426,789
MICRON TECHNOLOGY INC(MU)011,155,751+11,155,7510938,8680.17%+938,868
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