UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings2,794 positions
Microsoft Corp | 52.5M | $23.4B | 6.7% | $216.04 | +103.30% | 23 qtrssince 2018-Q4 | Increased 77 |
NVIDIA Corp | 173.9M | $21.5B | 6.2% | $31.93 | +285.85% | 23 qtrssince 2018-Q4 | Increased 100 |
Apple Inc | 89.8M | $18.9B | 5.4% | $95.16 | +119.25% | 23 qtrssince 2018-Q4 | Increased 73 |
Amazon.com Inc | 55.8M | $10.8B | 3.1% | $109.66 | +76.22% | 23 qtrssince 2018-Q4 | Increased 70 |
Alphabet Inc | 45.3M | $8.3B | 2.4% | $102.35 | +76.50% | 23 qtrssince 2018-Q4 | Increased 70 |
Facebook Inc | 12.7M | $6.4B | 1.8% | $233.20 | +114.60% | 23 qtrssince 2018-Q4 | Increased 61 |
Alphabet Inc | 30.2M | $5.5B | 1.6% | $86.69 | +109.84% | 23 qtrssince 2018-Q4 | Increased 59 |
Eli Lilly & Co | 6M | $5.4B | 1.5% | $336.21 | +165.20% | 23 qtrssince 2018-Q4 | Increased 63 |
Broadcom Inc | 3.1M | $5B | 1.4% | $71.59 | +119.73% | 23 qtrssince 2018-Q4 | Increased 60 |
Tesla Inc | 21.4M | $4.2B | 1.2% | $146.21 | +35.34% | 23 qtrssince 2018-Q4 | Increased 63 |
UnitedHealth Group Inc | 6.3M | $3.2B | 0.9% | $307.10 | +57.54% | 23 qtrssince 2018-Q4 | Increased 52 |
Visa Inc | 11.5M | $3B | 0.9% | $177.16 | +45.66% | 23 qtrssince 2018-Q4 | Increased 57 |
JPMorgan Chase & Co | 14.8M | $3B | 0.9% | $117.38 | +64.45% | 23 qtrssince 2018-Q4 | Increased 56 |
Advanced Micro Devices Inc | 17.9M | $2.9B | 0.8% | $115.57 | +40.35% | 23 qtrssince 2018-Q4 | Increased 57 |
Mastercard Inc | 6.2M | $2.8B | 0.8% | $281.55 | +54.60% | 23 qtrssince 2018-Q4 | Increased 57 |
Johnson & Johnson | 18M | $2.6B | 0.8% | $124.05 | +10.78% | 23 qtrssince 2018-Q4 | Increased 59 |
UBS Group AG | 89M | $2.6B | 0.8% | $28.61 | 0.00% | 1 qtr | New 62 |
Home Depot Inc/The | 7.6M | $2.6B | 0.8% | $228.88 | +42.01% | 23 qtrssince 2018-Q4 | Increased 57 |
Adobe Systems Inc | 4.6M | $2.6B | 0.7% | $353.60 | +57.11% | 23 qtrssince 2018-Q4 | Increased 50 |
Costco Wholesale Corp | 3M | $2.6B | 0.7% | $416.11 | +101.76% | 23 qtrssince 2018-Q4 | Increased 54 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC manages $348.6B across 2794 positions as of Q2 2024. Top holdings: MSFT (6.7%), NVDA (6.2%), AAPL (5.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 441 new positions, 167 exits, 2059 increased. Top move: NVDA (INCREASED, conviction 100). Portfolio: $348.6B across 2794 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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