UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings2,461 positions
Microsoft Corp | 43M | $6.8B | 4.9% | $101.60 | +46.85% | 6 qtrssince 2018-Q4 | Increased 59 |
Alibaba Group Holding Ltd | 26.7M | $5.2B | 3.7% | $143.78 | +27.29% | 6 qtrssince 2018-Q4 | Decreased 0 |
Apple Inc | 17.8M | $4.5B | 3.3% | $38.73 | +58.35% | 6 qtrssince 2018-Q4 | Increased 61 |
Amazon.com Inc | 2.2M | $4.3B | 3.1% | $78.83 | +23.67% | 6 qtrssince 2018-Q4 | Increased 64 |
TAL EDUCATION GROUP- ADR | 50.5M | $2.7B | 1.9% | $27.89 | +90.97% | 6 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc | 1.7M | $2B | 1.4% | $53.85 | +6.86% | 6 qtrssince 2018-Q4 | Increased 57 |
Facebook Inc | 11.6M | $1.9B | 1.4% | $138.96 | +18.90% | 6 qtrssince 2018-Q4 | Increased 51 |
Visa Inc | 11.3M | $1.8B | 1.3% | $130.00 | +18.26% | 6 qtrssince 2018-Q4 | Increased 52 |
Mastercard Inc | 6.8M | $1.6B | 1.2% | $205.18 | +13.43% | 6 qtrssince 2018-Q4 | Increased 53 |
Procter & Gamble Co/The | 13.8M | $1.5B | 1.1% | $80.89 | +15.23% | 6 qtrssince 2018-Q4 | Increased 54 |
Johnson & Johnson | 11.5M | $1.5B | 1.1% | $105.07 | +4.41% | 6 qtrssince 2018-Q4 | Increased 54 |
Alphabet Inc | 1.2M | $1.4B | 1.0% | $52.48 | +9.75% | 6 qtrssince 2018-Q4 | Increased 49 |
JPMorgan Chase & Co | 14.9M | $1.3B | 1.0% | $80.07 | -5.44% | 6 qtrssince 2018-Q4 | Increased 47 |
UnitedHealth Group Inc | 5.1M | $1.3B | 0.9% | $216.22 | +3.00% | 6 qtrssince 2018-Q4 | Increased 47 |
Intel Corp | 22.5M | $1.2B | 0.9% | $41.35 | +16.01% | 6 qtrssince 2018-Q4 | Increased 50 |
Adobe Systems Inc | 3.8M | $1.2B | 0.9% | $243.47 | +30.71% | 6 qtrssince 2018-Q4 | Increased 46 |
Merck & Co Inc | 14.1M | $1.1B | 0.8% | $59.73 | +0.41% | 6 qtrssince 2018-Q4 | Increased 47 |
Home Depot Inc/The | 5.8M | $1.1B | 0.8% | $150.76 | +5.54% | 6 qtrssince 2018-Q4 | Increased 46 |
Walt Disney Co/The | 10.3M | $992.7M | 0.7% | $109.27 | -14.29% | 6 qtrssince 2018-Q4 | Increased 46 |
Verizon Communications Inc | 17.7M | $950.3M | 0.7% | $36.23 | -0.24% | 6 qtrssince 2018-Q4 | Increased 50 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC manages $139.1B across 2461 positions as of Q1 2020. Top holdings: MSFT (4.9%), BABA (3.7%), AAPL (3.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 78 new positions, 153 exits, 1450 increased. Top move: AMZN (INCREASED, conviction 64). Portfolio: $139.1B across 2461 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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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