UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q2 2019
Top Holdings2,855 positions
Microsoft Corp | 36.8M | $4.9B | 3.5% | $95.23 | +31.83% | 3 qtrssince 2018-Q4 | Decreased 0 |
Alibaba Group Holding Ltd | 20.9M | $3.5B | 2.5% | $134.07 | +18.94% | 3 qtrssince 2018-Q4 | Increased 61 |
Apple Inc | 17.7M | $3.5B | 2.5% | $37.44 | +26.34% | 3 qtrssince 2018-Q4 | Decreased 0 |
Amazon.com Inc | 1.8M | $3.4B | 2.4% | $75.55 | +25.32% | 3 qtrssince 2018-Q4 | Decreased 0 |
Facebook Inc | 10.4M | $2B | 1.4% | $134.02 | +42.65% | 3 qtrssince 2018-Q4 | Decreased 0 |
TAL EDUCATION GROUP- ADR | 50.7M | $1.9B | 1.4% | $27.28 | +39.68% | 3 qtrssince 2018-Q4 | Increased 51 |
Visa Inc | 9.8M | $1.7B | 1.2% | $124.91 | +31.97% | 3 qtrssince 2018-Q4 | Decreased 0 |
Johnson & Johnson | 11.7M | $1.6B | 1.2% | $104.69 | +9.01% | 3 qtrssince 2018-Q4 | Decreased 0 |
JPMorgan Chase & Co | 14.5M | $1.6B | 1.2% | $79.10 | +16.34% | 3 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc | 1.4M | $1.5B | 1.0% | $52.33 | +2.49% | 3 qtrssince 2018-Q4 | Decreased 0 |
Walt Disney Co/The | 10.1M | $1.4B | 1.0% | $108.60 | +23.17% | 3 qtrssince 2018-Q4 | Increased 57 |
Procter & Gamble Co/The | 12.4M | $1.4B | 1.0% | $77.52 | +17.64% | 3 qtrssince 2018-Q4 | Decreased 0 |
Mastercard Inc | 4.8M | $1.3B | 0.9% | $180.51 | +40.66% | 3 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc | 1M | $1.1B | 0.8% | $51.60 | +3.76% | 3 qtrssince 2018-Q4 | Decreased 0 |
Exxon Mobil Corp | 14.1M | $1.1B | 0.8% | $48.94 | +14.89% | 3 qtrssince 2018-Q4 | Decreased 0 |
Cisco Systems Inc/Delaware | 18.9M | $1B | 0.7% | $34.77 | +28.82% | 3 qtrssince 2018-Q4 | Increased 46 |
Home Depot Inc/The | 5M | $1B | 0.7% | $145.07 | +19.86% | 3 qtrssince 2018-Q4 | Increased 48 |
UnitedHealth Group Inc | 4.2M | $1B | 0.7% | $217.84 | -1.24% | 3 qtrssince 2018-Q4 | Decreased 0 |
Comcast Corp | 24.1M | $1B | 0.7% | $25.48 | +24.35% | 3 qtrssince 2018-Q4 | Increased 45 |
Intel Corp | 20.7M | $990.2M | 0.7% | $40.41 | +3.22% | 3 qtrssince 2018-Q4 | Decreased 0 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC manages $140.2B across 2855 positions as of Q2 2019. Top holdings: MSFT (3.5%), BABA (2.5%), AAPL (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 152 new positions, 88 exits, 1612 increased. Top move: BABA (INCREASED, conviction 61). Portfolio: $140.2B across 2855 positions.
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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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