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Gestore A Gestore B

Rockefeller Capital Management L.P. ⇄ UBS Group AG

60Posizioni condivise

51.7%Sovrapposizione di nomi (Jaccard)

15+Solo Rockefeller…

15+Solo UBS Group AG

Posizioni condivise · Q2 2026

Strumento finanziario	Rockefeller Capital… peso	UBS Group AG peso
AAPL Apple Inc.	3.1%	2.4%
NVDA NVIDIA Corporation	2.8%	2.6%
SPY State Street SPDR S&P 500…	3.2%	1.5%
MSFT Microsoft Corporation	2.2%	2.1%
GOOGL Alphabet Inc.	2.3%	1.4%
AMZN Amazon.com, Inc.	2.2%	1.3%
AVGO Broadcom Inc.	1.7%	1.5%
GOOG Alphabet Inc.	1.2%	1.1%
JPM JPMorgan Chase & Co.	1.2%	1.0%
VOO Vanguard S&P 500 ETF	1.5%	0.5%
QQQ Invesco QQQ Trust, Series…	1.3%	0.7%
IVV iShares Core S&P 500 ETF	1.4%	0.4%
LLY Eli Lilly and Company	1.0%	0.7%
MU Micron Technology, Inc.	0.6%	1.1%
META Meta Platforms, Inc.	0.9%	0.8%
IEFA iShares Core MSCI EAFE ETF	0.5%	1.1%
TSM Taiwan Semiconductor…	0.7%	0.7%
V Visa Inc.	0.7%	0.7%
AMD Advanced Micro Devices…	0.7%	0.6%
IWF iShares Russell 1000…	0.9%	0.4%
VO Vanguard Morningstar…	0.4%	0.7%
GEV GE Vernova Inc.	0.8%	0.4%
RGEF	1.0%	0.0%
COST Costco Wholesale…	0.6%	0.4%
VUG Vanguard Morningstar…	0.5%	0.5%
VTV Vanguard Morningstar…	0.5%	0.5%
GLD SPDR Gold Shares	0.5%	0.4%
RSMC	0.9%	0.0%
CSCO Cisco Systems, Inc.	0.4%	0.5%
XLK State Street Technology…	0.6%	0.4%
VTI Vanguard Morningstar…	0.7%	0.3%
AMAT Applied Materials, Inc.	0.5%	0.4%
HD The Home Depot, Inc.	0.6%	0.4%
ABBV AbbVie Inc.	0.4%	0.5%
JNJ Johnson & Johnson	0.4%	0.4%
VEA Vanguard FTSE Developed…	0.5%	0.3%
PANW Palo Alto Networks, Inc.	0.5%	0.4%
UBS UBS Group AG	0.0%	0.8%
RSP Invesco S&P 500 Equal…	0.5%	0.3%
CRWD CrowdStrike Holdings, Inc.	0.6%	0.2%
IWD iShares Russell 1000…	0.6%	0.2%
IEMG iShares Core MSCI…	0.3%	0.5%
BRK-B Berkshire Hathaway Inc.	0.5%	0.3%
CAT Caterpillar Inc.	0.5%	0.3%
IJH iShares Core S&P Mid-Cap…	0.4%	0.3%
VONG Vanguard Russell 1000…	0.1%	0.6%
KO The Coca-Cola Company	0.4%	0.4%
EFA iShares MSCI EAFE ETF	0.5%	0.2%
WMT Walmart Inc.	0.3%	0.4%
LRCX Lam Research Corporation	0.2%	0.5%
TSLA Tesla, Inc.	0.3%	0.4%
CVX Chevron Corporation	0.4%	0.3%
NEE NextEra Energy, Inc.	0.4%	0.3%
IJR iShares Core S&P…	0.4%	0.2%
UBER Uber Technologies, Inc.	0.4%	0.3%
VGT Vanguard Information…	0.4%	0.2%
GS The Goldman Sachs Group…	0.3%	0.3%
MRK Merck & Co., Inc.	0.4%	0.3%
VONV Vanguard Russell 1000…	0.1%	0.6%
WT WisdomTree, Inc.	0.4%	0.2%

In modo distintivo Rockefeller Capital…

RMOP	0.4%
IUS	0.1%
MODL	0.0%
CLSE	0.0%
EVSD Eaton Vance Short…	0.0%
TDVG	0.0%
RMNY	0.0%
RMCA	0.0%
CSPF	0.0%
HERD	0.0%
FMAY	0.0%
PSDM	0.0%
MGMT	0.0%
BUFY	0.0%
RDVI FT Vest Rising…	0.0%

In modo distintivo UBS Group AG

IHS IHS Holding Limited	0.0%
DNTH Dianthus…	0.0%
DFIS Dimensional -…	0.0%
TSLL Direxion Daily TSLA…	0.0%
MANE Veradermics…	0.0%
AMDL	0.0%
TACK	0.0%
WBI	0.0%
ORKA Oruka Therapeutics…	0.0%
VBIL	0.0%
UVXY	0.0%
HELO JPMorgan Hedged…	0.0%
JPLD JPMorgan Limited…	0.0%
TMSL T. Rowe Price…	0.0%
ADTN ADTRAN Holdings Inc.	0.0%

Provenienza: Sovrapposizione calcolata in tempo reale dalle posizioni in azioni ordinarie analizzate di entrambi i manager per Q2 2026. Solo posizioni lunghe dichiarate — hedging e asset non soggetti a 13F non sono visibili. Metodologia

Confronta gestori

Rockefeller Capital Management L.P. ⇄ UBS Group AG

Posizioni condivise · Q2 2026

In modo distintivo Rockefeller Capital…

In modo distintivo UBS Group AG