UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings2,791 positions
Microsoft Corp. | 38.4M | $4.5B | 3.4% | $95.23 | +15.63% | 2 qtrssince 2018-Q4 | Increased 62 |
ALIBABA GROUP HLDG LTD | 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% | $75.55 | +17.85% | 2 qtrssince 2018-Q4 | Increased 57 |
Meta Platforms Inc | 11.3M | $1.9B | 1.4% | $134.02 | +23.20% | 2 qtrssince 2018-Q4 | Increased 57 |
Johnson & Johnson | 13.1M | $1.8B | 1.4% | $104.69 | +8.67% | 2 qtrssince 2018-Q4 | Increased 52 |
TAL EDUCATION GROUP | 49.7M | $1.8B | 1.3% | $27.07 | +33.29% | 2 qtrssince 2018-Q4 | Increased 53 |
Alphabet Inc. | 1.5M | $1.8B | 1.3% | $52.33 | +11.39% | 2 qtrssince 2018-Q4 | Increased 55 |
Visa Inc | 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% | $79.10 | +4.54% | 2 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc. | 1.2M | $1.4B | 1.0% | $51.60 | +12.63% | 2 qtrssince 2018-Q4 | Increased 53 |
The Procter & Gamble Co. | 12.7M | $1.3B | 1.0% | $77.52 | +10.85% | 2 qtrssince 2018-Q4 | Increased 56 |
MasterCard Incorporated | 5M | $1.2B | 0.9% | $180.51 | +25.02% | 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% | $40.41 | +15.09% | 2 qtrssince 2018-Q4 | Increased 45 |
UnitedHealth Group Inc. | 4.3M | $1.1B | 0.8% | $217.84 | -0.37% | 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 |
DISNEY WALT CO | 8.9M | $988.5M | 0.7% | $105.23 | +1.06% | 2 qtrssince 2018-Q4 | Increased 53 |
COMCAST CORP NEW | 24M | $959.9M | 0.7% | $25.46 | +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: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 115 new positions, 94 exits, 1733 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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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
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