UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings3,723 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATION | 194.4M | $38.9B | 7.1% | $123.46 | +76.22% | 31 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 104M | $30.1B | 5.5% | $197.65 | +61.75% | 31 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 64.4M | $24B | 4.4% | $462.70 | +10.99% | 31 qtrssince 2018-Q4 | Increased 59 |
AMAZON COM INC | 69.9M | $16.7B | 3.0% | $213.52 | +24.78% | 31 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 44.7M | $16B | 2.9% | $151.56 | +128.67% | 31 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 40.2M | $15.2B | 2.8% | $199.54 | +84.82% | 31 qtrssince 2018-Q4 | Increased 56 |
MICRON TECHNOLOGY INC | 8.9M | $10.3B | 1.9% | $92.33 | +910.34% | 31 qtrssince 2018-Q4 | Decreased 0 |
ADVANCED MICRO DEVICES INC | 17.5M | $10.2B | 1.9% | $123.85 | +275.93% | 31 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 28.8M | $10.2B | 1.9% | $135.90 | +152.31% | 31 qtrssince 2018-Q4 | Decreased 0 |
ELI LILLY & CO | 7.2M | $8.6B | 1.6% | $513.68 | +128.67% | 31 qtrssince 2018-Q4 | Increased 51 |
TESLA INC | 19.5M | $8.2B | 1.5% | $232.51 | +49.99% | 31 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC | 12.8M | $7.2B | 1.3% | $358.74 | +61.13% | 31 qtrssince 2018-Q4 | Increased 51 |
APPLIED MATLS INC | 9.4M | $6.8B | 1.2% | $203.22 | +127.17% | 31 qtrssince 2018-Q4 | Decreased 0 |
INTEL CORP | 46.2M | $6.5B | 1.2% | $33.78 | +164.86% | 31 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 18.8M | $6.2B | 1.1% | $170.73 | +109.46% | 31 qtrssince 2018-Q4 | Increased 50 |
LAM RESEARCH CORP | 12.5M | $5.4B | 1.0% | $81.33 | +271.22% | 31 qtrssince 2018-Q4 | Decreased 0 |
VISA INC | 15.7M | $5.4B | 1.0% | $244.42 | +56.12% | 31 qtrssince 2018-Q4 | Increased 51 |
CISCO SYS INC | 43.5M | $5.1B | 0.9% | $51.33 | +114.18% | 31 qtrssince 2018-Q4 | Increased 46 |
JOHNSON & JOHNSON | 18.4M | $4.7B | 0.9% | $148.40 | +80.62% | 31 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 8.9M | $4.5B | 0.8% | $361.05 | +39.87% | 31 qtrssince 2018-Q4 | Increased 45 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC manages $550.1B across 3723 positions as of Q2 2026. Top holdings: NVDA (7.1%), AAPL (5.5%), MSFT (4.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 83 new positions, 167 exits, 999 increased. Top move: MSFT (INCREASED, conviction 59). Portfolio: $550.1B across 3723 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR