UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q1 2023
Top Holdings2,677 positions
APPLE INC | 70.4M | $11.6B | 5.6% | $65.24 | +148.72% | 18 qtrssince 2018-Q4 | Increased 63 |
MICROSOFT CORP | 39.2M | $11.3B | 5.5% | $143.55 | +95.39% | 18 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 38.9M | $4B | 1.9% | $83.74 | +23.35% | 18 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 14.2M | $3.9B | 1.9% | $8.43 | +228.46% | 18 qtrssince 2018-Q4 | Increased 51 |
ALPHABET INC-CL A | 28.6M | $3B | 1.4% | $65.64 | +56.54% | 18 qtrssince 2018-Q4 | Increased 53 |
TESLA INC | 13M | $2.7B | 1.3% | $104.31 | +98.88% | 18 qtrssince 2018-Q4 | Increased 53 |
ALPHABET INC-CL C | 23.8M | $2.5B | 1.2% | $63.34 | +62.66% | 18 qtrssince 2018-Q4 | Increased 51 |
UNITEDHEALTH GROUP INC | 5.1M | $2.4B | 1.2% | $245.79 | +79.13% | 18 qtrssince 2018-Q4 | Decreased 0 |
FACEBOOK INC-CLASS A | 9.9M | $2.1B | 1.0% | $158.91 | +32.10% | 18 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 8.7M | $2B | 1.0% | $148.50 | +47.84% | 18 qtrssince 2018-Q4 | Decreased 0 |
LINDE PLC | 5M | $1.8B | 0.9% | $339.28 | 0.00% | 1 qtr | New 62 |
ABBOTT LABORATORIES | 17.3M | $1.8B | 0.8% | $85.71 | +9.91% | 18 qtrssince 2018-Q4 | Increased 73 |
JOHNSON & JOHNSON | 11.2M | $1.7B | 0.8% | $112.14 | +25.07% | 18 qtrssince 2018-Q4 | Increased 46 |
MASTERCARD INC - A | 4.8M | $1.7B | 0.8% | $227.59 | +56.38% | 18 qtrssince 2018-Q4 | Increased 46 |
ABBVIE INC | 10M | $1.6B | 0.8% | $79.08 | +78.06% | 18 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 4.1M | $1.6B | 0.8% | $315.49 | +22.15% | 18 qtrssince 2018-Q4 | Increased 48 |
ELI LILLY & CO | 4.6M | $1.6B | 0.8% | $147.59 | +126.87% | 18 qtrssince 2018-Q4 | Increased 49 |
PROCTER & GAMBLE CO/THE | 10.5M | $1.6B | 0.8% | $96.86 | +40.08% | 18 qtrssince 2018-Q4 | Increased 48 |
HOME DEPOT INC | 5.3M | $1.6B | 0.8% | $177.18 | +52.15% | 18 qtrssince 2018-Q4 | Decreased 0 |
PEPSICO INC | 8.4M | $1.5B | 0.7% | $104.42 | +54.49% | 18 qtrssince 2018-Q4 | Decreased 0 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC manages $206.5B across 2677 positions as of Q1 2023. Top holdings: AAPL (5.6%), MSFT (5.5%), AMZN (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 254 new positions, 99 exits, 1354 increased. Top move: ABT (INCREASED, conviction 73). Portfolio: $206.5B across 2677 positions.
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Portfolio allocation by GICS sector
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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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