UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings2,621 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 237.5M | $37.5B | 7.6% | $122.56 | +28.69% | 27 qtrssince 2018-Q4 | Increased 71 |
APPLE INC | 120.3M | $24.7B | 5.0% | $197.49 | +3.39% | 27 qtrssince 2018-Q4 | Increased 94 |
AMAZON.COM INC | 77.9M | $17.1B | 3.5% | $213.64 | +4.52% | 27 qtrssince 2018-Q4 | Increased 94 |
BROADCOM INC | 39.9M | $11B | 2.2% | $174.95 | +56.41% | 27 qtrssince 2018-Q4 | Increased 62 |
META PLATFORMS INC-CLASS A | 14.8M | $10.9B | 2.2% | $329.95 | +122.02% | 27 qtrssince 2018-Q4 | Increased 64 |
ALPHABET INC-CL A | 55.4M | $9.8B | 2.0% | $135.63 | +31.43% | 27 qtrssince 2018-Q4 | Increased 62 |
TESLA INC | 24.8M | $7.9B | 1.6% | $227.90 | +42.01% | 27 qtrssince 2018-Q4 | Increased 53 |
ALPHABET INC-CL C | 38.7M | $6.9B | 1.4% | $128.58 | +38.43% | 27 qtrssince 2018-Q4 | Increased 60 |
ELI LILLY & CO | 7.9M | $6.1B | 1.2% | $457.44 | +68.97% | 27 qtrssince 2018-Q4 | Increased 58 |
VISA INC-CLASS A SHARES | 16.5M | $5.9B | 1.2% | $225.45 | +55.96% | 27 qtrssince 2018-Q4 | Increased 58 |
JPMORGAN CHASE & CO | 19.9M | $5.8B | 1.2% | $151.32 | +87.07% | 27 qtrssince 2018-Q4 | Increased 54 |
MICROSOFT CORP | 9.9M | $4.9B | 1.0% | $247.26 | +99.87% | 27 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INC - A | 8.2M | $4.6B | 0.9% | $343.20 | +59.68% | 27 qtrssince 2018-Q4 | Increased 51 |
NETFLIX INC | 3.1M | $4.2B | 0.8% | $48.76 | +171.36% | 27 qtrssince 2018-Q4 | Increased 47 |
HOME DEPOT INC | 10.9M | $4B | 0.8% | $274.42 | +32.75% | 27 qtrssince 2018-Q4 | Increased 54 |
BERKSHIRE HATHAWAY INC-CL B | 7.5M | $3.6B | 0.7% | $313.11 | +55.12% | 27 qtrssince 2018-Q4 | Increased 47 |
PROCTER & GAMBLE CO/THE | 22.5M | $3.6B | 0.7% | $132.87 | +15.69% | 27 qtrssince 2018-Q4 | Increased 57 |
ORACLE CORP | 15.3M | $3.3B | 0.7% | $98.46 | +112.14% | 27 qtrssince 2018-Q4 | Increased 50 |
ADVANCED MICRO DEVICES | 23.3M | $3.3B | 0.7% | $121.45 | +16.84% | 27 qtrssince 2018-Q4 | Increased 49 |
COSTCO WHOLESALE CORP | 3.2M | $3.2B | 0.6% | $457.30 | +114.92% | 27 qtrssince 2018-Q4 | Decreased 0 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC manages $494B across 2621 positions as of Q2 2025. Top holdings: NVDA (7.6%), AAPL (5.0%), AMZN (3.5%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 115 new positions, 132 exits, 2035 increased. Top move: AAPL (INCREASED, conviction 94). Portfolio: $494.0B across 2621 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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