UBS Q3 Holdings: Microsoft remains the top holding stock, significantly increasing its position in S&P 500 Index ETF put options

Zhitong
2024.11.18 08:58
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UBS released its third-quarter position report as of September 30, 2024, with a total market value of holdings reaching USD 459 billion, an increase from the previous quarter. Microsoft is the largest holding, with approximately 32.36 million shares valued at USD 13.9 billion. Apple and NVIDIA follow closely behind. UBS also significantly increased its holdings in SPDR S&P 500 ETF put options, with a market value of USD 7.6 billion, an increase of 64.21%

According to the disclosure by the U.S. Securities and Exchange Commission (SEC), UBS submitted its third-quarter holdings report (13F) as of September 30, 2024.

Statistics show that UBS's total market value of holdings in the third quarter reached $459 billion, up from $405 billion in the previous quarter. UBS added 1,100 stocks to its portfolio in the third quarter and increased its holdings in 4,889 stocks. At the same time, UBS reduced its holdings in 3,069 stocks and completely liquidated 1,116 stocks. Among them, UBS's top ten holdings accounted for 17.11% of the total market value.

In the top five holdings, Microsoft (MSFT.US) ranked first, with approximately 32.36 million shares, a holding market value of about $13.9 billion, accounting for 3.03% of the portfolio, an increase of 1.40% from the previous quarter.

Apple (AAPL.US) ranked second, with approximately 59.16 million shares, a holding market value of about $13.8 billion, accounting for 3.00% of the portfolio, an increase of 4.88% from the previous quarter.

NVIDIA (NVDA.US) ranked third, with approximately 96.99 million shares, a holding market value of about $11.8 billion, accounting for 2.57% of the portfolio, an increase of 5.62% from the previous quarter.

SPDR S&P 500 ETF put options (SPY.US, PUT) ranked fourth, with approximately 13.18 million shares, a holding market value of about $7.6 billion, accounting for 1.65% of the portfolio, a significant increase of 64.21% from the previous quarter.

Amazon (AMZN.US) ranked fifth, with approximately 36.62 million shares, a holding market value of about $6.8 billion, accounting for 1.49% of the portfolio, an increase of 4.42% from the previous quarter.

The sixth to tenth largest holdings are: Meta (META.US), Alphabet (GOOGL.US), SPDR S&P 500 ETF (SPY.US), UBS (UBS.US), iShares iBoxx Investment Grade Corporate Bond ETF call options (LQD.US, CALL).

From the changes in holding proportions, the top five purchased stocks are: SPDR S&P 500 ETF put options, NVIDIA call options (NVDA.US, CALL), Meta, iShares iBoxx Investment Grade Corporate Bond ETF call options (LQD.US, CALL), SPDR Energy Select Sector ETF put options (XLE.US, PUT) The top five sold securities are: Nike (NKE.US), Nasdaq 100 Index ETF put options (QQQ.US, PUT), Broadcom (AVGO.US), UBS, iShares Russell 2000 Index ETF put options.