UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings3,807 positions
NVIDIA CORPORATION | 199M | $34.7B | 7.2% | $63.08 | +175.83% | 30 qtrssince 2018-Q4 | Increased 63 |
APPLE INC | 105.5M | $26.8B | 5.6% | $194.62 | +30.17% | 30 qtrssince 2018-Q4 | Increased 62 |
MICROSOFT CORP | 63.8M | $23.6B | 4.9% | $463.47 | -20.45% | 30 qtrssince 2018-Q4 | Increased 62 |
AMAZON COM INC | 73.9M | $15.4B | 3.2% | $208.89 | -0.30% | 30 qtrssince 2018-Q4 | Increased 62 |
ALPHABET INC | 45.2M | $13B | 2.7% | $137.46 | +108.94% | 30 qtrssince 2018-Q4 | Increased 60 |
BROADCOM INC | 39M | $12.1B | 2.5% | $134.49 | +129.36% | 30 qtrssince 2018-Q4 | Increased 64 |
ALPHABET INC | 30.5M | $8.8B | 1.8% | $118.04 | +142.71% | 30 qtrssince 2018-Q4 | Decreased 0 |
TESLA INC | 19.7M | $7.3B | 1.5% | $175.21 | +112.18% | 30 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC | 12.7M | $7.3B | 1.5% | $354.46 | +61.13% | 30 qtrssince 2018-Q4 | Decreased 0 |
ELI LILLY & CO | 7.1M | $6.5B | 1.4% | $500.39 | +83.23% | 30 qtrssince 2018-Q4 | Increased 55 |
JPMORGAN CHASE & CO | 18.7M | $5.5B | 1.1% | $167.59 | +73.85% | 30 qtrssince 2018-Q4 | Increased 57 |
JOHNSON & JOHNSON | 19.6M | $4.8B | 1.0% | $148.40 | +62.97% | 30 qtrssince 2018-Q4 | Increased 51 |
BERKSHIRE HATHAWAY INC DEL | 8.8M | $4.2B | 0.9% | $360.88 | +32.79% | 30 qtrssince 2018-Q4 | Increased 50 |
VISA INC | 13.9M | $4.2B | 0.9% | $231.68 | +29.95% | 30 qtrssince 2018-Q4 | Increased 49 |
ADVANCED MICRO DEVICES INC | 19.2M | $3.9B | 0.8% | $123.85 | +64.26% | 30 qtrssince 2018-Q4 | Increased 46 |
MASTERCARD INCORPORATED | 7.1M | $3.5B | 0.7% | $354.54 | +40.46% | 30 qtrssince 2018-Q4 | Increased 48 |
APPLIED MATLS INC | 10M | $3.4B | 0.7% | $203.22 | +67.97% | 30 qtrssince 2018-Q4 | Decreased 0 |
WALMART INC | 27.1M | $3.4B | 0.7% | $57.59 | +114.88% | 30 qtrssince 2018-Q4 | Increased 46 |
CISCO SYS INC | 42.3M | $3.3B | 0.7% | $49.55 | +59.35% | 30 qtrssince 2018-Q4 | Increased 53 |
NETFLIX INC. | 33.9M | $3.3B | 0.7% | $57.78 | +66.41% | 30 qtrssince 2018-Q4 | Increased 48 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC manages $481B across 3807 positions as of Q1 2026. Top holdings: NVDA (7.2%), AAPL (5.6%), MSFT (4.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 598 new positions, 76 exits, 2422 increased. Top move: AVGO (INCREASED, conviction 64). Portfolio: $481.0B across 3807 positions.
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Portfolio allocation by GICS sector
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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
Verify source filings on SEC EDGAR