UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q1 2026
SEC EDGAR SourceSEC Filings
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC manages $481B across 3807 positions as of Q1 2026. Top holdings: NVDA (7.2%), AAPL (5.6%), MSFT (4.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Q1 2026 Summary
Active quarter - 593 new positions, 71 exits, 2425 increased. Top move: AVGO (INCREASED, conviction 64). Portfolio: $481.0B across 3807 positions.
Top holdings by portfolio weight
NVDA7.21%
AAPL5.57%
MSFT4.91%
AMZN3.20%
GOOGL2.70%
AVGO2.51%
GOOG1.82%
TSLA1.53%
META1.51%
LLY1.35%
Other1.14%
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Top Holdings3,807 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction | |
|---|---|---|---|---|---|---|---|---|
NVIDIA CORPORATION | 199M | $34.7B | 7.2% | $123.46 | +86.44% | 30 qtrssince 2018-Q4 | Increased 63 | |
APPLE INC | 105.5M | $26.8B | 5.6% | $194.35 | +54.48% | 30 qtrssince 2018-Q4 | Increased 62 | |
MICROSOFT CORP | 63.8M | $23.6B | 4.9% | $465.68 | -8.25% | 30 qtrssince 2018-Q4 | Increased 62 | |
AMAZON COM INC | 73.9M | $15.4B | 3.2% | $213.52 | +23.71% | 30 qtrssince 2018-Q4 | Increased 62 | |
ALPHABET INC | 45.2M | $13B | 2.7% | $151.56 | +161.97% | 30 qtrssince 2018-Q4 | Increased 60 | |
BROADCOM INC | 39M | $12.1B | 2.5% | $195.16 | +119.13% | 30 qtrssince 2018-Q4 | Increased 64 | |
ALPHABET INC | 30.5M | $8.8B | 1.8% | $135.90 | +189.34% | 30 qtrssince 2018-Q4 | Decreased 0 | |
TESLA INC | 19.7M | $7.3B | 1.5% | $232.51 | +84.09% | 30 qtrssince 2018-Q4 | Decreased 0 | |
META PLATFORMS INC | 12.7M | $7.3B | 1.5% | $356.11 | +73.76% | 30 qtrssince 2018-Q4 | Decreased 0 | |
ELI LILLY & CO | 7.1M | $6.5B | 1.4% | $508.11 | +97.77% | 30 qtrssince 2018-Q4 | Increased 55 | |
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer