UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings2,739 positions
APPLE INC | 67.6M | $9.3B | 5.2% | $61.97 | +118.75% | 16 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 38.5M | $9B | 5.0% | $139.38 | +61.72% | 16 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 36.1M | $4.1B | 2.3% | $83.70 | +35.01% | 16 qtrssince 2018-Q4 | Decreased 0 |
TESLA INC | 11.3M | $3B | 1.7% | $96.83 | +173.94% | 16 qtrssince 2018-Q4 | Increased 81 |
ALPHABET INC | 28.5M | $2.7B | 1.5% | $63.34 | +49.59% | 16 qtrssince 2018-Q4 | Increased 81 |
UNITEDHEALTH GROUP INC | 4.9M | $2.5B | 1.4% | $233.76 | +99.94% | 16 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 21.8M | $2.1B | 1.2% | $60.72 | +56.87% | 16 qtrssince 2018-Q4 | Increased 81 |
NVIDIA CORPORATION | 14.3M | $1.7B | 1.0% | $8.17 | +48.10% | 16 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 10.4M | $1.7B | 1.0% | $109.02 | +33.75% | 16 qtrssince 2018-Q4 | Decreased 0 |
VISA INC | 8.8M | $1.6B | 0.9% | $148.25 | +16.19% | 16 qtrssince 2018-Q4 | Decreased 0 |
ABBVIE INC | 10.8M | $1.5B | 0.8% | $79.08 | +47.04% | 16 qtrssince 2018-Q4 | Decreased 0 |
PEPSICO INC | 8.8M | $1.4B | 0.8% | $102.74 | +38.82% | 16 qtrssince 2018-Q4 | Decreased 0 |
ACCENTURE PLC IRELAND | 5.5M | $1.4B | 0.8% | $224.00 | +9.64% | 16 qtrssince 2018-Q4 | Increased 60 |
HOME DEPOT INC | 5.1M | $1.4B | 0.8% | $170.12 | +46.21% | 16 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC | 9.9M | $1.3B | 0.8% | $159.83 | -15.91% | 16 qtrssince 2018-Q4 | Increased 46 |
MASTERCARD INCORPORATED | 4.7M | $1.3B | 0.8% | $223.77 | +24.04% | 16 qtrssince 2018-Q4 | Decreased 0 |
PROCTER AND GAMBLE CO | 10.3M | $1.3B | 0.7% | $94.13 | +20.77% | 16 qtrssince 2018-Q4 | Decreased 0 |
LILLY ELI & CO | 4M | $1.3B | 0.7% | $116.22 | +169.63% | 16 qtrssince 2018-Q4 | Decreased 0 |
COCA COLA CO | 22.4M | $1.3B | 0.7% | $42.40 | +17.59% | 16 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 4.4M | $1.2B | 0.7% | $214.92 | +24.24% | 16 qtrssince 2018-Q4 | Increased 45 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC manages $178.3B across 2739 positions as of Q3 2022. Top holdings: AAPL (5.2%), MSFT (5.0%), AMZN (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 137 new positions, 88 exits, 706 increased. Top move: TSLA (INCREASED, conviction 81). Portfolio: $178.3B across 2739 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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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