UBS Q2 Increases Holdings in Amazon, NVIDIA, etc., Continues to Reduce Holdings in Microsoft and Apple for Two Consecutive Quarters

According to the disclosure from the U.S. Securities and Exchange Commission (SEC), UBS.US has submitted its second-quarter holdings report (13F) as of June 30, 2023.

Statistics show that UBS's total holdings in the second quarter reached a market value of $296.145 billion, an 8.2% increase compared to the previous quarter's total market value of $273.643 billion. During the second quarter, UBS added 955 individual stocks to its portfolio and increased its holdings in 4,008 individual stocks. At the same time, UBS reduced its holdings in 3,495 individual stocks and completely divested from 1,653 individual stocks. The top ten holdings accounted for 14.04% of the total market value.

Among the top five major holdings, Microsoft (MSFT.US) ranked first with a holding of 22.9475 million shares, with a market value of approximately $7.815 billion, accounting for 2.64% of the investment portfolio. The number of shares held decreased by 7% compared to the previous quarter, marking the second consecutive quarter of reduction.

Apple (AAPL.US) ranked second with a holding of approximately 38.8316 million shares, with a market value of approximately $7.532 billion, accounting for 2.54% of the investment portfolio. The number of shares held decreased by 2% compared to the previous quarter, also marking the second consecutive quarter of reduction.

The S&P 500 Index ETF Put Option (SPY.US,PUT) ranked third with a holding of 13.3147 million shares, with a market value of approximately $5.902 billion, accounting for 1.99% of the investment portfolio. The number of shares held decreased by 31% compared to the previous quarter.

The S&P 500 Index ETF (SPY.US) ranked fourth with a holding of approximately 8.1331 million shares, with a market value of approximately $3.605 billion, accounting for 1.22% of the investment portfolio. The number of shares held decreased by 15% compared to the previous quarter.

Amazon (AMZN.US) ranked fifth with a holding of approximately 26.5563 million shares, with a market value of approximately $3.462 billion, accounting for 1.17% of the investment portfolio. The number of shares held increased by 10% compared to the previous quarter.

In addition, UBS increased its holdings in technology stocks such as NVIDIA (NVDA.US), Alphabet (GOOGL.US), Tesla (TSLA.US), and Intel (INTC.US) during the second quarter.

From the perspective of changes in position ratios, the top five buying targets are: Industrial Index ETF-SPDR Put Options (XLI.US, PUT), bullish options on Latin American e-commerce giant MercadoLibre (MELI.US, CALL), NVIDIA, bullish options on iShares Russell 2000 Index ETF (IWM.US, CALL), and bullish options on Industrial Index ETF-SPDR (XLI.US, CALL).

The top five selling targets are: UBS, bearish options on S&P 500 Index ETF, bearish options on Nasdaq 100 ETF-Invesco QQQ Trust (QQQ.US, PUT), S&P 500 Index ETF, and bullish options on S&P 500 Index ETF (SPY.US, CALL).