UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings2,739 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 67.6M | $9.3B | 5.2% | $104.75 | +29.40% | 16 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 38.5M | $9B | 5.0% | $139.03 | +66.37% | 16 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 36.1M | $4.1B | 2.3% | $107.51 | +6.78% | 16 qtrssince 2018-Q4 | Decreased 0 |
TESLA INC | 11.3M | $3B | 1.7% | $230.60 | +16.31% | 16 qtrssince 2018-Q4 | Increased 81 |
ALPHABET INC-CL A | 28.5M | $2.7B | 1.5% | $94.83 | +1.97% | 16 qtrssince 2018-Q4 | Increased 81 |
UNITEDHEALTH GROUP INC | 4.9M | $2.5B | 1.4% | $237.04 | +102.59% | 16 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 21.8M | $2.1B | 1.2% | $95.36 | +2.10% | 16 qtrssince 2018-Q4 | Increased 81 |
NVIDIA CORP | 14.3M | $1.7B | 1.0% | $17.63 | -30.79% | 16 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 10.4M | $1.7B | 1.0% | $109.79 | +35.91% | 16 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 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% | $106.18 | +41.24% | 16 qtrssince 2018-Q4 | Decreased 0 |
ACCENTURE PLC-CL A | 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% | $173.85 | +47.45% | 16 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 9.9M | $1.3B | 0.8% | $161.69 | -16.22% | 16 qtrssince 2018-Q4 | Increased 46 |
MASTERCARD INC - A | 4.7M | $1.3B | 0.8% | $223.92 | +25.44% | 16 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 10.3M | $1.3B | 0.7% | $94.13 | +20.77% | 16 qtrssince 2018-Q4 | Decreased 0 |
ELI LILLY & CO | 4M | $1.3B | 0.7% | $116.22 | +169.63% | 16 qtrssince 2018-Q4 | Decreased 0 |
COCA-COLA CO/THE | 22.4M | $1.3B | 0.7% | $43.21 | +18.79% | 16 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 4.4M | $1.2B | 0.7% | $213.20 | +26.45% | 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: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 134 new positions, 85 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