UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings2,791 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 38.4M | $4.5B | 3.4% | $94.79 | +16.91% | 2 qtrssince 2018-Q4 | Increased 62 |
ALIBABA GROUP HOLDING-SP ADR | 18.8M | $3.4B | 2.5% | $131.21 | +30.85% | 2 qtrssince 2018-Q4 | Increased 58 |
APPLE INC | 17.9M | $3.4B | 2.5% | $37.44 | +20.78% | 2 qtrssince 2018-Q4 | Increased 55 |
AMAZON.COM INC | 1.8M | $3.3B | 2.4% | $74.40 | +19.68% | 2 qtrssince 2018-Q4 | Increased 57 |
META PLATFORMS INC-CLASS A | 11.3M | $1.9B | 1.4% | $136.21 | +21.52% | 2 qtrssince 2018-Q4 | Increased 57 |
JOHNSON & JOHNSON | 13.1M | $1.8B | 1.4% | $104.97 | +10.12% | 2 qtrssince 2018-Q4 | Increased 52 |
TAL ED GROUP | 49.7M | $1.8B | 1.3% | $27.17 | +32.82% | 2 qtrssince 2018-Q4 | Increased 53 |
ALPHABET INC-CL A | 1.5M | $1.8B | 1.3% | $52.51 | +11.23% | 2 qtrssince 2018-Q4 | Increased 55 |
VISA INC-CLASS A SHARES | 10.3M | $1.6B | 1.2% | $124.91 | +18.59% | 2 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 14.8M | $1.5B | 1.1% | $79.22 | +5.39% | 2 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 1.2M | $1.4B | 1.0% | $51.77 | +12.48% | 2 qtrssince 2018-Q4 | Increased 53 |
PROCTER & GAMBLE CO/THE | 12.7M | $1.3B | 1.0% | $77.52 | +10.85% | 2 qtrssince 2018-Q4 | Increased 56 |
MASTERCARD INC - A | 5M | $1.2B | 0.9% | $178.73 | +26.69% | 2 qtrssince 2018-Q4 | Decreased 0 |
EXXON MOBIL CORP | 14.1M | $1.1B | 0.8% | $48.94 | +19.78% | 2 qtrssince 2018-Q4 | Increased 45 |
INTEL CORP | 20.8M | $1.1B | 0.8% | $40.25 | +15.54% | 2 qtrssince 2018-Q4 | Increased 45 |
UNITEDHEALTH GROUP INC | 4.3M | $1.1B | 0.8% | $219.58 | +0.80% | 2 qtrssince 2018-Q4 | Decreased 0 |
CISCO SYSTEMS INC | 18.5M | $996.2M | 0.7% | $34.51 | +27.24% | 2 qtrssince 2018-Q4 | Decreased 0 |
WALT DISNEY CO/THE | 8.9M | $988.5M | 0.7% | $104.12 | +2.93% | 2 qtrssince 2018-Q4 | Increased 53 |
COMCAST CORP-CLASS A | 24M | $959.9M | 0.7% | $25.86 | +17.06% | 2 qtrssince 2018-Q4 | Increased 46 |
PFIZER INC | 21.6M | $915.6M | 0.7% | $28.58 | -1.83% | 2 qtrssince 2018-Q4 | Increased 45 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC manages $134.8B across 2791 positions as of Q1 2019. Top holdings: MSFT (3.4%), BABA (2.5%), AAPL (2.5%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 113 new positions, 93 exits, 1735 increased. Top move: MSFT (INCREASED, conviction 62). Portfolio: $134.8B across 2791 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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Top Losers
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