UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q2 2022
Top Holdings2,690 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 80.5M | $11B | 5.8% | $104.75 | +27.84% | 15 qtrssince 2018-Q4 | Increased 69 |
MICROSOFT CORP | 39.6M | $10.2B | 5.3% | $139.03 | +81.93% | 15 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 36.3M | $3.9B | 2.0% | $107.51 | +1.31% | 15 qtrssince 2018-Q4 | Increased 88 |
ALPHABET INC-CL A | 1.6M | $3.5B | 1.8% | $63.39 | +74.87% | 15 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 5.3M | $2.7B | 1.4% | $237.04 | +104.69% | 15 qtrssince 2018-Q4 | Increased 51 |
TESLA INC | 3.9M | $2.6B | 1.4% | $160.34 | +42.50% | 15 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 1.2M | $2.6B | 1.4% | $60.85 | +83.10% | 15 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 14.6M | $2.2B | 1.2% | $17.63 | -11.96% | 15 qtrssince 2018-Q4 | Increased 52 |
VISA INC-CLASS A SHARES | 9.7M | $1.9B | 1.0% | $148.25 | +28.55% | 15 qtrssince 2018-Q4 | Increased 49 |
JOHNSON & JOHNSON | 10.5M | $1.9B | 1.0% | $109.79 | +45.23% | 15 qtrssince 2018-Q4 | Decreased 0 |
ABBVIE INC | 11M | $1.7B | 0.9% | $79.08 | +66.25% | 15 qtrssince 2018-Q4 | Increased 49 |
PROCTER & GAMBLE CO/THE | 11.6M | $1.7B | 0.9% | $94.13 | +36.66% | 15 qtrssince 2018-Q4 | Decreased 0 |
PEPSICO INC | 9.6M | $1.6B | 0.8% | $106.18 | +40.41% | 15 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 9.8M | $1.6B | 0.8% | $162.07 | +0.45% | 15 qtrssince 2018-Q4 | Decreased 0 |
COCA-COLA CO/THE | 24.1M | $1.5B | 0.8% | $43.21 | +30.76% | 15 qtrssince 2018-Q4 | Increased 47 |
MASTERCARD INC - A | 4.7M | $1.5B | 0.8% | $223.92 | +40.90% | 15 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 5.2M | $1.4B | 0.7% | $173.85 | +44.15% | 15 qtrssince 2018-Q4 | Decreased 0 |
PFIZER INC | 26M | $1.4B | 0.7% | $29.40 | +40.25% | 15 qtrssince 2018-Q4 | Increased 48 |
ELI LILLY & CO | 4.2M | $1.4B | 0.7% | $116.22 | +169.48% | 15 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 3.6M | $1.3B | 0.7% | $308.38 | +18.71% | 15 qtrssince 2018-Q4 | Decreased 0 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC manages $190.9B across 2690 positions as of Q2 2022. Top holdings: AAPL (5.8%), MSFT (5.3%), AMZN (2.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 136 new positions, 226 exits, 1169 increased. Top move: AMZN (INCREASED, conviction 88). Portfolio: $190.9B across 2690 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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