UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q2 2020
Top Holdings2,463 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 40.3M | $8.2B | 5.0% | $101.27 | +87.08% | 7 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 16.5M | $6B | 3.7% | $38.73 | +127.78% | 7 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 2.1M | $5.9B | 3.6% | $77.92 | +72.00% | 7 qtrssince 2018-Q4 | Decreased 0 |
ALIBABA GROUP HOLDING-SP ADR | 24M | $5.2B | 3.2% | $143.78 | +41.17% | 7 qtrssince 2018-Q4 | Decreased 0 |
TAL ED GROUP | 52.1M | $3.6B | 2.2% | $29.15 | +131.36% | 7 qtrssince 2018-Q4 | Increased 56 |
ALPHABET INC-CL A | 1.8M | $2.5B | 1.5% | $54.66 | +26.85% | 7 qtrssince 2018-Q4 | Increased 53 |
META PLATFORMS INC-CLASS A | 10.7M | $2.4B | 1.5% | $140.88 | +55.53% | 7 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 10.6M | $2B | 1.3% | $130.00 | +42.02% | 7 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INC - A | 6.7M | $2B | 1.2% | $204.29 | +38.83% | 7 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 14M | $1.7B | 1.0% | $81.14 | +25.71% | 7 qtrssince 2018-Q4 | Increased 51 |
ADOBE INC | 3.8M | $1.7B | 1.0% | $244.74 | +77.87% | 7 qtrssince 2018-Q4 | Increased 50 |
ALPHABET INC-CL C | 1.1M | $1.6B | 1.0% | $52.58 | +31.67% | 7 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 5.2M | $1.5B | 0.9% | $218.75 | +21.16% | 7 qtrssince 2018-Q4 | Increased 45 |
JOHNSON & JOHNSON | 10.7M | $1.5B | 0.9% | $105.58 | +12.72% | 7 qtrssince 2018-Q4 | Decreased 0 |
NETEASE INC-ADR | 3.5M | $1.5B | 0.9% | $54.07 | +44.73% | 7 qtrssince 2018-Q4 | Increased 58 |
HOME DEPOT INC | 6M | $1.5B | 0.9% | $155.23 | +38.88% | 7 qtrssince 2018-Q4 | Increased 47 |
PAYPAL HOLDINGS INC | 7.3M | $1.3B | 0.8% | $96.80 | +73.51% | 7 qtrssince 2018-Q4 | Increased 50 |
JPMORGAN CHASE & CO | 13.4M | $1.3B | 0.8% | $80.40 | -0.76% | 7 qtrssince 2018-Q4 | Decreased 0 |
INTEL CORP | 18.4M | $1.1B | 0.7% | $41.32 | +25.70% | 7 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 2.8M | $1.1B | 0.7% | $4.07 | +125.08% | 7 qtrssince 2018-Q4 | Increased 49 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC manages $163.7B across 2463 positions as of Q2 2020. Top holdings: MSFT (5.0%), AAPL (3.7%), AMZN (3.6%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 159 new positions, 156 exits, 931 increased. Top move: NTES (INCREASED, conviction 58). Portfolio: $163.7B across 2463 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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