UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q2 2023
Top Holdings2,677 positions
Apple Inc. | 70.4M | $11.6B | 5.6% | $65.24 | +192.97% | 19 qtrssince 2018-Q4 | Unchanged 0 |
Microsoft Corp. | 39.2M | $11.3B | 5.5% | $143.55 | +131.30% | 19 qtrssince 2018-Q4 | Unchanged 0 |
Amazon.com, Inc. | 38.9M | $4B | 1.9% | $83.74 | +55.68% | 19 qtrssince 2018-Q4 | Unchanged 0 |
NVIDIA Corp. | 14.2M | $3.9B | 1.9% | $8.43 | +400.28% | 19 qtrssince 2018-Q4 | Unchanged 0 |
Alphabet Inc. | 28.6M | $3B | 1.4% | $65.64 | +80.64% | 19 qtrssince 2018-Q4 | Unchanged 0 |
Tesla Inc | 13M | $2.7B | 1.3% | $104.31 | +150.94% | 19 qtrssince 2018-Q4 | Unchanged 0 |
Alphabet Inc. | 23.8M | $2.5B | 1.2% | $63.34 | +89.21% | 19 qtrssince 2018-Q4 | Unchanged 0 |
UnitedHealth Group Inc. | 5.1M | $2.4B | 1.2% | $245.79 | +82.93% | 19 qtrssince 2018-Q4 | Unchanged 0 |
Meta Platforms Inc | 9.9M | $2.1B | 1.0% | $158.91 | +78.87% | 19 qtrssince 2018-Q4 | Unchanged 0 |
Visa Inc | 8.7M | $2B | 1.0% | $148.50 | +56.02% | 19 qtrssince 2018-Q4 | Unchanged 0 |
Linde PLC | 5M | $1.8B | 0.9% | $339.28 | +8.26% | 2 qtrssince 2023-Q1 | Unchanged 0 |
Abbott Laboratories | 17.3M | $1.8B | 0.8% | $85.71 | +18.93% | 19 qtrssince 2018-Q4 | Unchanged 0 |
Johnson & Johnson | 11.2M | $1.7B | 0.8% | $112.14 | +34.57% | 19 qtrssince 2018-Q4 | Unchanged 0 |
MasterCard Incorporated | 4.8M | $1.7B | 0.8% | $227.59 | +69.51% | 19 qtrssince 2018-Q4 | Unchanged 0 |
AbbVie Inc. | 10M | $1.6B | 0.8% | $79.08 | +51.91% | 19 qtrssince 2018-Q4 | Unchanged 0 |
Adobe Inc | 4.1M | $1.6B | 0.8% | $315.49 | +54.99% | 19 qtrssince 2018-Q4 | Unchanged 0 |
Eli Lilly & Co. | 4.6M | $1.6B | 0.8% | $147.59 | +210.62% | 19 qtrssince 2018-Q4 | Unchanged 0 |
The Procter & Gamble Co. | 10.5M | $1.6B | 0.8% | $96.86 | +43.85% | 19 qtrssince 2018-Q4 | Unchanged 0 |
Home Depot Inc. | 5.3M | $1.6B | 0.8% | $177.18 | +61.31% | 19 qtrssince 2018-Q4 | Unchanged 0 |
PEPSICO INC | 8.4M | $1.5B | 0.7% | $104.42 | +58.06% | 19 qtrssince 2018-Q4 | Unchanged 0 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC manages $206.5B across 2677 positions as of Q2 2023. Top holdings: AAPL (5.6%), MSFT (5.5%), AMZN (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Held steady with 2677 unchanged positions. No standout high-conviction moves this quarter. Portfolio: $206.5B across 2677 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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