UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q1 2021
Top Holdings2,601 positions
Microsoft Corp. | 55.7M | $13B | 5.7% | $129.49 | +74.01% | 10 qtrssince 2018-Q4 | Increased 63 |
Apple Inc. | 70.3M | $8.6B | 3.8% | $44.07 | +169.49% | 10 qtrssince 2018-Q4 | Increased 59 |
Amazon.com, Inc. | 2.2M | $6.7B | 3.0% | $82.02 | +88.62% | 10 qtrssince 2018-Q4 | Increased 57 |
ALIBABA GROUP HLDG LTD | 17.6M | $4B | 1.8% | $145.56 | +46.58% | 10 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc. | 1.7M | $3.6B | 1.6% | $58.60 | +74.33% | 10 qtrssince 2018-Q4 | Increased 55 |
Meta Platforms Inc | 11.3M | $3.3B | 1.5% | $154.64 | +88.65% | 10 qtrssince 2018-Q4 | Decreased 0 |
TAL EDUCATION GROUP | 57.8M | $3.1B | 1.4% | $34.19 | +57.52% | 10 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc. | 1.3M | $2.6B | 1.1% | $58.20 | +76.04% | 10 qtrssince 2018-Q4 | Increased 56 |
Tesla Inc | 3.3M | $2.2B | 1.0% | $52.21 | +326.46% | 10 qtrssince 2018-Q4 | Increased 46 |
JPMorgan Chase & Co. | 14.4M | $2.2B | 1.0% | $85.18 | +55.88% | 10 qtrssince 2018-Q4 | Increased 50 |
Visa Inc | 9.8M | $2.1B | 0.9% | $132.88 | +52.98% | 10 qtrssince 2018-Q4 | Increased 46 |
The Procter & Gamble Co. | 15M | $2B | 0.9% | $84.42 | +39.31% | 10 qtrssince 2018-Q4 | Increased 48 |
NVIDIA Corp. | 3.8M | $2B | 0.9% | $6.41 | +107.22% | 10 qtrssince 2018-Q4 | Increased 51 |
UnitedHealth Group Inc. | 5.3M | $2B | 0.9% | $220.09 | +53.34% | 10 qtrssince 2018-Q4 | Increased 46 |
Home Depot Inc. | 5.9M | $1.8B | 0.8% | $153.58 | +73.30% | 10 qtrssince 2018-Q4 | Decreased 0 |
MasterCard Incorporated | 5.1M | $1.8B | 0.8% | $205.18 | +68.08% | 10 qtrssince 2018-Q4 | Decreased 0 |
DISNEY WALT CO | 9.6M | $1.8B | 0.8% | $112.50 | +59.03% | 10 qtrssince 2018-Q4 | Increased 47 |
Johnson & Johnson | 10.4M | $1.7B | 0.8% | $106.46 | +32.64% | 10 qtrssince 2018-Q4 | Decreased 0 |
Adobe Inc | 3.5M | $1.7B | 0.7% | $272.95 | +74.16% | 10 qtrssince 2018-Q4 | Increased 47 |
INTEL CORP | 24.8M | $1.6B | 0.7% | $42.80 | +35.99% | 10 qtrssince 2018-Q4 | Increased 47 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC manages $226.2B across 2601 positions as of Q1 2021. Top holdings: MSFT (5.7%), AAPL (3.8%), AMZN (3.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 119 new positions, 69 exits, 1088 increased. Top move: MSFT (INCREASED, conviction 63). Portfolio: $226.2B across 2601 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR