UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings2,520 positions
MICROSOFT CORP | 41.1M | $17.3B | 6.2% | $154.64 | +166.86% | 22 qtrssince 2018-Q4 | Increased 62 |
APPLE INC | 75M | $12.9B | 4.6% | $72.78 | +133.07% | 22 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORPORATION | 14.1M | $12.7B | 4.5% | $10.54 | +754.46% | 22 qtrssince 2018-Q4 | Increased 60 |
AMAZON COM INC | 46.3M | $8.3B | 3.0% | $92.39 | +95.24% | 22 qtrssince 2018-Q4 | Increased 55 |
ALPHABET INC | 34.2M | $5.2B | 1.8% | $76.82 | +94.63% | 22 qtrssince 2018-Q4 | Increased 52 |
META PLATFORMS INC | 10.3M | $5B | 1.8% | $170.61 | +182.21% | 22 qtrssince 2018-Q4 | Increased 51 |
ISHARES TR | 57.2M | $4.2B | 1.5% | $69.20 | 0.00% | 1 qtr | New 73 |
ALPHABET INC | 25.4M | $3.9B | 1.4% | $68.61 | +119.84% | 22 qtrssince 2018-Q4 | Increased 53 |
ELI LILLY & CO | 4.6M | $3.6B | 1.3% | $175.36 | +336.16% | 22 qtrssince 2018-Q4 | Increased 52 |
BROADCOM INC | 2.6M | $3.5B | 1.2% | $54.53 | +137.41% | 22 qtrssince 2018-Q4 | Decreased 0 |
TESLA INC | 16.6M | $2.9B | 1.0% | $131.19 | +34.00% | 22 qtrssince 2018-Q4 | Increased 54 |
UNITEDHEALTH GROUP INC | 5.4M | $2.7B | 1.0% | $278.31 | +68.15% | 22 qtrssince 2018-Q4 | Decreased 0 |
ADVANCED MICRO DEVICES INC | 13.7M | $2.5B | 0.9% | $101.36 | +78.07% | 22 qtrssince 2018-Q4 | Increased 50 |
VISA INC | 8.8M | $2.5B | 0.9% | $152.43 | +79.68% | 22 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 11.6M | $2.3B | 0.8% | $96.79 | +96.35% | 22 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INCORPORATED | 4.8M | $2.3B | 0.8% | $233.88 | +102.88% | 22 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 44.4M | $2.3B | 0.8% | $45.41 | 0.00% | 1 qtr | New 62 |
HOME DEPOT INC | 5.8M | $2.2B | 0.8% | $199.69 | +80.12% | 22 qtrssince 2018-Q4 | Decreased 0 |
SALESFORCE INC | 7.1M | $2.1B | 0.8% | $167.64 | +76.83% | 22 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 5.1M | $2.1B | 0.8% | $241.11 | +74.41% | 22 qtrssince 2018-Q4 | Increased 46 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC manages $281.3B across 2520 positions as of Q1 2024. Top holdings: MSFT (6.2%), AAPL (4.6%), NVDA (4.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 63 new positions, 81 exits, 950 increased. Top move: IEFA (NEW, conviction 73). Portfolio: $281.3B across 2520 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
Verify source filings on SEC EDGAR