UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings3,807 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 199M | $34.7B | 7.2% | $123.46 | +45.84% | 30 qtrssince 2018-Q4 | Increased 63 |
APPLE INC | 105.5M | $26.8B | 5.6% | $197.65 | +28.18% | 30 qtrssince 2018-Q4 | Increased 62 |
MICROSOFT CORP | 63.8M | $23.6B | 4.9% | $465.68 | -13.26% | 30 qtrssince 2018-Q4 | Increased 62 |
AMAZON.COM INC | 73.9M | $15.4B | 3.2% | $213.52 | -2.24% | 30 qtrssince 2018-Q4 | Increased 62 |
ALPHABET INC-CL A | 45.2M | $13B | 2.7% | $151.56 | +100.30% | 30 qtrssince 2018-Q4 | Increased 60 |
BROADCOM INC | 39M | $12.1B | 2.5% | $195.16 | +60.81% | 30 qtrssince 2018-Q4 | Increased 64 |
ALPHABET INC-CL C | 30.5M | $8.8B | 1.8% | $135.90 | +123.37% | 30 qtrssince 2018-Q4 | Decreased 0 |
TESLA INC | 19.7M | $7.3B | 1.5% | $232.51 | +68.78% | 30 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 12.7M | $7.3B | 1.5% | $356.11 | +83.95% | 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% | $169.62 | +77.02% | 30 qtrssince 2018-Q4 | Increased 57 |
JOHNSON & JOHNSON | 19.6M | $4.8B | 1.0% | $150.44 | +64.02% | 30 qtrssince 2018-Q4 | Increased 51 |
BERKSHIRE HATHAWAY INC-CL B | 8.8M | $4.2B | 0.9% | $360.02 | +33.70% | 30 qtrssince 2018-Q4 | Increased 50 |
VISA INC-CLASS A SHARES | 13.9M | $4.2B | 0.9% | $231.68 | +29.95% | 30 qtrssince 2018-Q4 | Increased 49 |
ADVANCED MICRO DEVICES | 19.2M | $3.9B | 0.8% | $123.85 | +64.26% | 30 qtrssince 2018-Q4 | Increased 46 |
MASTERCARD INC - A | 7.1M | $3.5B | 0.7% | $355.45 | +47.51% | 30 qtrssince 2018-Q4 | Increased 48 |
APPLIED MATERIALS INC | 10M | $3.4B | 0.7% | $204.30 | +71.96% | 30 qtrssince 2018-Q4 | Decreased 0 |
WALMART INC | 27.1M | $3.4B | 0.7% | $65.09 | +96.52% | 30 qtrssince 2018-Q4 | Increased 46 |
CISCO SYSTEMS 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% | $90.35 | +8.14% | 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: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 593 new positions, 71 exits, 2425 increased. Top move: AVGO (INCREASED, conviction 64). Portfolio: $481.0B across 3807 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer