UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q2 2022
Top Holdings2,690 positions
Apple Inc. | 80.5M | $11B | 5.8% | $61.97 | +116.10% | 15 qtrssince 2018-Q4 | Increased 69 |
Microsoft Corp. | 39.6M | $10.2B | 5.3% | $139.38 | +77.95% | 15 qtrssince 2018-Q4 | Decreased 0 |
Amazon.com, Inc. | 36.3M | $3.9B | 2.0% | $83.70 | +26.90% | 15 qtrssince 2018-Q4 | Increased 88 |
Alphabet Inc. | 1.6M | $3.5B | 1.8% | $63.34 | +70.41% | 15 qtrssince 2018-Q4 | Decreased 0 |
UnitedHealth Group Inc. | 5.3M | $2.7B | 1.4% | $233.76 | +102.71% | 15 qtrssince 2018-Q4 | Increased 51 |
Tesla Inc | 3.9M | $2.6B | 1.4% | $96.83 | +131.83% | 15 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc. | 1.2M | $2.6B | 1.4% | $60.72 | +78.44% | 15 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA Corp. | 14.6M | $2.2B | 1.2% | $8.17 | +84.88% | 15 qtrssince 2018-Q4 | Increased 52 |
Visa Inc | 9.7M | $1.9B | 1.0% | $148.25 | +28.55% | 15 qtrssince 2018-Q4 | Increased 49 |
Johnson & Johnson | 10.5M | $1.9B | 1.0% | $109.02 | +44.36% | 15 qtrssince 2018-Q4 | Decreased 0 |
AbbVie Inc. | 11M | $1.7B | 0.9% | $79.08 | +66.25% | 15 qtrssince 2018-Q4 | Increased 49 |
The Procter & Gamble Co. | 11.6M | $1.7B | 0.9% | $94.13 | +36.66% | 15 qtrssince 2018-Q4 | Decreased 0 |
PEPSICO INC | 9.6M | $1.6B | 0.8% | $102.74 | +40.76% | 15 qtrssince 2018-Q4 | Decreased 0 |
Meta Platforms Inc | 9.8M | $1.6B | 0.8% | $160.20 | -0.30% | 15 qtrssince 2018-Q4 | Decreased 0 |
Coca-Cola Co (The) | 24.1M | $1.5B | 0.8% | $42.40 | +31.09% | 15 qtrssince 2018-Q4 | Increased 47 |
MasterCard Incorporated | 4.7M | $1.5B | 0.8% | $223.77 | +37.42% | 15 qtrssince 2018-Q4 | Decreased 0 |
Home Depot Inc. | 5.2M | $1.4B | 0.7% | $170.12 | +44.39% | 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: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 137 new positions, 227 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
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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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