UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q3 2019
Top Holdings2,885 positions
Microsoft Corp. | 40.2M | $5.6B | 3.8% | $98.31 | +32.97% | 4 qtrssince 2018-Q4 | Increased 64 |
ALIBABA GROUP HLDG LTD | 23.8M | $4B | 2.7% | $136.89 | +14.96% | 4 qtrssince 2018-Q4 | Increased 62 |
Apple Inc. | 16.9M | $3.8B | 2.5% | $37.44 | +43.51% | 4 qtrssince 2018-Q4 | Decreased 0 |
Amazon.com, Inc. | 1.9M | $3.4B | 2.3% | $76.27 | +13.80% | 4 qtrssince 2018-Q4 | Increased 59 |
Meta Platforms Inc | 11.1M | $2B | 1.3% | $136.64 | +29.09% | 4 qtrssince 2018-Q4 | Increased 54 |
TAL EDUCATION GROUP | 55.6M | $1.9B | 1.3% | $27.89 | +22.77% | 4 qtrssince 2018-Q4 | Increased 55 |
Visa Inc | 11M | $1.9B | 1.3% | $129.09 | +26.75% | 4 qtrssince 2018-Q4 | Increased 56 |
JPMorgan Chase & Co. | 15.4M | $1.8B | 1.2% | $80.28 | +21.53% | 4 qtrssince 2018-Q4 | Increased 54 |
Alphabet Inc. | 1.5M | $1.8B | 1.2% | $52.94 | +14.23% | 4 qtrssince 2018-Q4 | Increased 54 |
The Procter & Gamble Co. | 13.6M | $1.7B | 1.1% | $79.98 | +30.17% | 4 qtrssince 2018-Q4 | Increased 55 |
MasterCard Incorporated | 5.8M | $1.6B | 1.1% | $194.29 | +34.32% | 4 qtrssince 2018-Q4 | Increased 60 |
Johnson & Johnson | 11M | $1.4B | 1.0% | $104.69 | +2.02% | 4 qtrssince 2018-Q4 | Decreased 0 |
DISNEY WALT CO | 10.9M | $1.4B | 1.0% | $109.79 | +14.40% | 4 qtrssince 2018-Q4 | Increased 48 |
COMCAST CORP NEW | 29.8M | $1.3B | 0.9% | $27.11 | +25.24% | 4 qtrssince 2018-Q4 | Increased 55 |
Home Depot Inc. | 5.5M | $1.3B | 0.9% | $149.69 | +30.38% | 4 qtrssince 2018-Q4 | Increased 50 |
Alphabet Inc. | 1M | $1.3B | 0.9% | $51.60 | +17.01% | 4 qtrssince 2018-Q4 | Increased 45 |
Merck & Co., Inc | 13.4M | $1.1B | 0.8% | $59.57 | +8.51% | 4 qtrssince 2018-Q4 | Increased 52 |
UnitedHealth Group Inc. | 4.8M | $1B | 0.7% | $214.70 | -10.33% | 4 qtrssince 2018-Q4 | Increased 51 |
EXXON MOBIL CORP | 14.6M | $1B | 0.7% | $49.10 | +8.15% | 4 qtrssince 2018-Q4 | Increased 47 |
INTEL CORP | 20M | $1B | 0.7% | $40.41 | +11.86% | 4 qtrssince 2018-Q4 | Decreased 0 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC manages $148.4B across 2885 positions as of Q3 2019. Top holdings: MSFT (3.8%), BABA (2.7%), AAPL (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 95 new positions, 65 exits, 1859 increased. Top move: MSFT (INCREASED, conviction 64). Portfolio: $148.4B across 2885 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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