UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings2,638 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 62.3M | $23.4B | 6.0% | $247.26 | +52.38% | 26 qtrssince 2018-Q4 | Increased 64 |
NVIDIA CORP | 206.8M | $22.4B | 5.7% | $117.34 | -6.55% | 26 qtrssince 2018-Q4 | Increased 64 |
META PLATFORMS INC-CLASS A | 12.5M | $7.2B | 1.9% | $257.37 | +123.58% | 26 qtrssince 2018-Q4 | Increased 53 |
ALPHABET INC-CL A | 43.9M | $6.8B | 1.7% | $124.43 | +23.69% | 26 qtrssince 2018-Q4 | Increased 56 |
TESLA INC | 23.5M | $6.1B | 1.6% | $222.88 | +18.25% | 26 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 35.2M | $5.9B | 1.5% | $161.99 | +2.36% | 26 qtrssince 2018-Q4 | Increased 51 |
ELI LILLY & CO | 6.8M | $5.6B | 1.4% | $406.52 | +101.04% | 26 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 32M | $5B | 1.3% | $118.36 | +31.49% | 26 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 14.3M | $5B | 1.3% | $205.58 | +68.55% | 26 qtrssince 2018-Q4 | Increased 54 |
JPMORGAN CHASE & CO | 18.4M | $4.5B | 1.2% | $141.01 | +68.76% | 26 qtrssince 2018-Q4 | Increased 53 |
MASTERCARD INC - A | 7.2M | $3.9B | 1.0% | $313.18 | +71.63% | 26 qtrssince 2018-Q4 | Increased 51 |
UNITEDHEALTH GROUP INC | 7.4M | $3.9B | 1.0% | $361.32 | +39.98% | 26 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 7.1M | $3.8B | 1.0% | $304.50 | +72.84% | 26 qtrssince 2018-Q4 | Increased 51 |
HOME DEPOT INC | 8.9M | $3.3B | 0.8% | $254.41 | +38.23% | 26 qtrssince 2018-Q4 | Increased 48 |
COSTCO WHOLESALE CORP | 3.2M | $3.1B | 0.8% | $457.30 | +105.07% | 26 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 13.4M | $3B | 0.8% | $143.97 | +53.34% | 26 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 17.3M | $2.9B | 0.8% | $126.55 | +29.12% | 26 qtrssince 2018-Q4 | Increased 48 |
NETFLIX INC | 3M | $2.8B | 0.7% | $45.29 | +106.18% | 26 qtrssince 2018-Q4 | Increased 50 |
JOHNSON & JOHNSON | 16.4M | $2.7B | 0.7% | $127.43 | +25.65% | 26 qtrssince 2018-Q4 | Increased 48 |
ABBVIE INC | 12.8M | $2.7B | 0.7% | $108.97 | +83.20% | 26 qtrssince 2018-Q4 | Increased 48 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC manages $390.5B across 2638 positions as of Q1 2025. Top holdings: MSFT (6.0%), NVDA (5.7%), META (1.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 111 new positions, 127 exits, 1790 increased. Top move: MSFT (INCREASED, conviction 64). Portfolio: $390.5B across 2638 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer