UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q1 2022
Top Holdings2,780 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 71.8M | $12.5B | 5.4% | $101.21 | +68.73% | 14 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 40.5M | $12.5B | 5.3% | $139.03 | +118.89% | 14 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 2M | $6.4B | 2.7% | $82.78 | +100.89% | 14 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 1.6M | $4.5B | 1.9% | $63.39 | +122.21% | 14 qtrssince 2018-Q4 | Decreased 0 |
TESLA INC | 4M | $4.3B | 1.8% | $160.34 | +127.42% | 14 qtrssince 2018-Q4 | Increased 55 |
NVIDIA CORP | 14.1M | $3.9B | 1.7% | $17.70 | +56.17% | 14 qtrssince 2018-Q4 | Increased 54 |
ALPHABET INC-CL C | 1.2M | $3.4B | 1.5% | $60.85 | +132.67% | 14 qtrssince 2018-Q4 | Increased 52 |
UNITEDHEALTH GROUP INC | 5.2M | $2.7B | 1.1% | $234.34 | +108.35% | 14 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 9.8M | $2.2B | 0.9% | $162.07 | +39.61% | 14 qtrssince 2018-Q4 | Increased 46 |
VISA INC-CLASS A SHARES | 8.9M | $2B | 0.8% | $144.39 | +48.38% | 14 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 10.6M | $1.9B | 0.8% | $109.79 | +46.42% | 14 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 12.3M | $1.9B | 0.8% | $94.13 | +44.41% | 14 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 3.8M | $1.7B | 0.7% | $308.38 | +47.75% | 14 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INC - A | 4.8M | $1.7B | 0.7% | $223.92 | +58.00% | 14 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 5.6M | $1.7B | 0.7% | $173.85 | +61.34% | 14 qtrssince 2018-Q4 | Increased 46 |
ABBVIE INC | 10.1M | $1.6B | 0.7% | $74.21 | +85.95% | 14 qtrssince 2018-Q4 | Decreased 0 |
PEPSICO INC | 9.7M | $1.6B | 0.7% | $106.18 | +40.46% | 14 qtrssince 2018-Q4 | Increased 46 |
CISCO SYSTEMS INC | 28.4M | $1.6B | 0.7% | $38.73 | +28.62% | 14 qtrssince 2018-Q4 | Increased 47 |
JPMORGAN CHASE & CO | 11.3M | $1.5B | 0.7% | $91.28 | +38.82% | 14 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 4.3M | $1.5B | 0.7% | $211.85 | +68.80% | 14 qtrssince 2018-Q4 | Decreased 0 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC manages $233.4B across 2780 positions as of Q1 2022. Top holdings: AAPL (5.4%), MSFT (5.3%), AMZN (2.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 77 new positions, 136 exits, 1384 increased. Top move: TSLA (INCREASED, conviction 55). Portfolio: $233.4B across 2780 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