UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings2,461 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 43M | $6.8B | 4.9% | $101.27 | +50.63% | 6 qtrssince 2018-Q4 | Increased 59 |
ALIBABA GROUP HOLDING-SP ADR | 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% | $77.92 | +26.03% | 6 qtrssince 2018-Q4 | Increased 64 |
TAL ED GROUP | 50.5M | $2.7B | 1.9% | $27.93 | +86.16% | 6 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 1.7M | $2B | 1.4% | $53.95 | +5.45% | 6 qtrssince 2018-Q4 | Increased 57 |
META PLATFORMS INC-CLASS A | 11.6M | $1.9B | 1.4% | $140.88 | +16.98% | 6 qtrssince 2018-Q4 | Increased 51 |
VISA INC-CLASS A SHARES | 11.3M | $1.8B | 1.3% | $130.00 | +18.26% | 6 qtrssince 2018-Q4 | Increased 52 |
MASTERCARD INC - A | 6.8M | $1.6B | 1.2% | $204.29 | +19.84% | 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% | $105.58 | +7.09% | 6 qtrssince 2018-Q4 | Increased 54 |
ALPHABET INC-CL C | 1.2M | $1.4B | 1.0% | $52.58 | +8.24% | 6 qtrssince 2018-Q4 | Increased 49 |
JPMORGAN CHASE & CO | 14.9M | $1.3B | 1.0% | $80.40 | -1.26% | 6 qtrssince 2018-Q4 | Increased 47 |
UNITEDHEALTH GROUP INC | 5.1M | $1.3B | 0.9% | $218.25 | +4.86% | 6 qtrssince 2018-Q4 | Increased 47 |
INTEL CORP | 22.5M | $1.2B | 0.9% | $41.32 | +19.05% | 6 qtrssince 2018-Q4 | Increased 50 |
ADOBE 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% | $60.32 | +1.49% | 6 qtrssince 2018-Q4 | Increased 47 |
HOME DEPOT INC | 5.8M | $1.1B | 0.8% | $153.05 | +11.56% | 6 qtrssince 2018-Q4 | Increased 46 |
WALT DISNEY CO/THE | 10.3M | $992.7M | 0.7% | $108.66 | -10.27% | 6 qtrssince 2018-Q4 | Increased 46 |
VERIZON COMMUNICATIONS INC | 17.7M | $950.3M | 0.7% | $37.55 | +2.86% | 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: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 77 new positions, 151 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
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