UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings2,621 positions
NVIDIA CORP | 237.5M | $37.5B | 7.6% | $61.33 | +156.97% | 27 qtrssince 2018-Q4 | Increased 71 |
APPLE INC | 120.3M | $24.7B | 5.0% | $194.46 | +5.00% | 27 qtrssince 2018-Q4 | Increased 94 |
AMAZON.COM INC | 77.9M | $17.1B | 3.5% | $208.74 | +5.10% | 27 qtrssince 2018-Q4 | Increased 94 |
BROADCOM INC | 39.9M | $11B | 2.2% | $105.09 | +159.92% | 27 qtrssince 2018-Q4 | Increased 62 |
FACEBOOK INC-CLASS A | 14.8M | $10.9B | 2.2% | $328.80 | +123.57% | 27 qtrssince 2018-Q4 | Increased 64 |
ALPHABET INC-CL A | 55.4M | $9.8B | 2.0% | $121.76 | +44.24% | 27 qtrssince 2018-Q4 | Increased 62 |
TESLA INC | 24.8M | $7.9B | 1.6% | $169.50 | +87.41% | 27 qtrssince 2018-Q4 | Increased 53 |
ALPHABET INC-CL C | 38.7M | $6.9B | 1.4% | $110.05 | +60.63% | 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% | $150.26 | +88.41% | 27 qtrssince 2018-Q4 | Increased 54 |
MICROSOFT CORP | 9.9M | $4.9B | 1.0% | $246.10 | +100.14% | 27 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INC - A | 8.2M | $4.6B | 0.9% | $344.13 | +62.06% | 27 qtrssince 2018-Q4 | Increased 51 |
NETFLIX INC | 3.1M | $4.2B | 0.8% | $49.23 | +172.02% | 27 qtrssince 2018-Q4 | Increased 47 |
HOME DEPOT INC | 10.9M | $4B | 0.8% | $268.74 | +31.92% | 27 qtrssince 2018-Q4 | Increased 54 |
BERKSHIRE HATHAWAY INC-CL B | 7.5M | $3.6B | 0.7% | $314.78 | +54.32% | 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% | $98.71 | +118.52% | 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: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 116 new positions, 133 exits, 2037 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
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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
Verify source filings on SEC EDGAR