UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q3 2023
Top Holdings2,588 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 42M | $13.3B | 5.9% | $154.39 | +101.10% | 20 qtrssince 2018-Q4 | Increased 67 |
APPLE INC | 75.9M | $13B | 5.8% | $110.88 | +52.35% | 20 qtrssince 2018-Q4 | Increased 67 |
NVIDIA CORP | 13.7M | $6B | 2.7% | $17.76 | +144.77% | 20 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 43.7M | $5.6B | 2.5% | $107.11 | +18.68% | 20 qtrssince 2018-Q4 | Increased 61 |
ALPHABET INC-CL A | 32.4M | $4.2B | 1.9% | $99.24 | +30.87% | 20 qtrssince 2018-Q4 | Increased 57 |
TESLA INC | 15.1M | $3.8B | 1.7% | $224.48 | +11.46% | 20 qtrssince 2018-Q4 | Increased 58 |
ALPHABET INC-CL C | 23.9M | $3.2B | 1.4% | $95.09 | +37.63% | 20 qtrssince 2018-Q4 | Increased 50 |
META PLATFORMS INC-CLASS A | 10.3M | $3.1B | 1.4% | $165.06 | +80.62% | 20 qtrssince 2018-Q4 | Increased 52 |
UNITEDHEALTH GROUP INC | 5.4M | $2.7B | 1.2% | $263.76 | +83.06% | 20 qtrssince 2018-Q4 | Increased 54 |
ELI LILLY & CO | 4.4M | $2.3B | 1.1% | $147.59 | +256.52% | 20 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 4.4M | $2.3B | 1.0% | $329.52 | +54.74% | 20 qtrssince 2018-Q4 | Increased 54 |
VISA INC-CLASS A SHARES | 8.6M | $2B | 0.9% | $148.50 | +51.40% | 20 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INC - A | 4.8M | $1.9B | 0.9% | $228.52 | +70.77% | 20 qtrssince 2018-Q4 | Increased 45 |
BROADCOM INC | 2.2M | $1.8B | 0.8% | $41.75 | +93.64% | 20 qtrssince 2018-Q4 | Increased 54 |
JOHNSON & JOHNSON | 11.1M | $1.7B | 0.8% | $113.00 | +28.60% | 20 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 5.7M | $1.7B | 0.8% | $188.64 | +51.53% | 20 qtrssince 2018-Q4 | Increased 49 |
BERKSHIRE HATHAWAY INC-CL B | 4.8M | $1.7B | 0.7% | $230.86 | +51.74% | 20 qtrssince 2018-Q4 | Increased 49 |
JPMORGAN CHASE & CO | 11.4M | $1.7B | 0.7% | $95.40 | +43.67% | 20 qtrssince 2018-Q4 | Increased 48 |
SALESFORCE.COM INC | 7.7M | $1.6B | 0.7% | $167.85 | +19.37% | 20 qtrssince 2018-Q4 | Increased 45 |
PROCTER & GAMBLE CO/THE | 9.8M | $1.4B | 0.6% | $96.86 | +39.15% | 20 qtrssince 2018-Q4 | Decreased 0 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC manages $223.2B across 2588 positions as of Q3 2023. Top holdings: MSFT (5.9%), AAPL (5.8%), NVDA (2.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 111 new positions, 201 exits, 1404 increased. Top move: MSFT (INCREASED, conviction 67). Portfolio: $223.2B across 2588 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