UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings2,799 positions
MICROSOFT CORP | 54.6M | $23.5B | 6.0% | $224.12 | +89.01% | 24 qtrssince 2018-Q4 | Increased 65 |
NVIDIA CORPORATION | 180.4M | $21.9B | 5.6% | $35.16 | +244.51% | 24 qtrssince 2018-Q4 | Increased 64 |
APPLE INC | 91.6M | $21.3B | 5.5% | $97.74 | +136.40% | 24 qtrssince 2018-Q4 | Increased 63 |
AMAZON COM INC | 57.8M | $10.8B | 2.8% | $112.29 | +65.93% | 24 qtrssince 2018-Q4 | Increased 57 |
META PLATFORMS INC | 11.7M | $6.7B | 1.7% | $233.20 | +143.87% | 24 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 40.5M | $6.7B | 1.7% | $102.35 | +60.92% | 24 qtrssince 2018-Q4 | Decreased 0 |
TESLA INC | 24.4M | $6.4B | 1.6% | $160.16 | +63.36% | 24 qtrssince 2018-Q4 | Increased 57 |
BROADCOM INC | 33.8M | $5.8B | 1.5% | $78.46 | +116.11% | 24 qtrssince 2018-Q4 | Increased 81 |
ALPHABET INC | 33.3M | $5.6B | 1.4% | $94.10 | +76.44% | 24 qtrssince 2018-Q4 | Increased 56 |
ELI LILLY & CO | 6.1M | $5.4B | 1.4% | $350.07 | +149.58% | 24 qtrssince 2018-Q4 | Increased 52 |
UNITEDHEALTH GROUP INC | 6.3M | $3.7B | 0.9% | $307.10 | +81.51% | 24 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 8M | $3.3B | 0.8% | $236.84 | +62.52% | 24 qtrssince 2018-Q4 | Increased 47 |
ADVANCED MICRO DEVICES INC | 19.5M | $3.2B | 0.8% | $119.47 | +37.34% | 24 qtrssince 2018-Q4 | Increased 49 |
VISA INC | 11.6M | $3.2B | 0.8% | $178.16 | +52.04% | 24 qtrssince 2018-Q4 | Increased 45 |
JPMORGAN CHASE & CO | 15.1M | $3.2B | 0.8% | $119.09 | +69.92% | 24 qtrssince 2018-Q4 | Increased 46 |
MASTERCARD INCORPORATED | 6.3M | $3.1B | 0.8% | $283.66 | +72.01% | 24 qtrssince 2018-Q4 | Increased 45 |
BERKSHIRE HATHAWAY INC DEL | 6.2M | $2.8B | 0.7% | $272.19 | +69.09% | 24 qtrssince 2018-Q4 | Decreased 0 |
COSTCO WHOLESALE CORPORATION | 3.1M | $2.7B | 0.7% | $426.69 | +105.51% | 24 qtrssince 2018-Q4 | Increased 46 |
JOHNSON & JOHNSON | 16.6M | $2.7B | 0.7% | $124.05 | +23.76% | 24 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 4.7M | $2.5B | 0.6% | $358.47 | +44.44% | 24 qtrssince 2018-Q4 | Increased 46 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC manages $389.3B across 2799 positions as of Q3 2024. Top holdings: MSFT (6.0%), NVDA (5.6%), AAPL (5.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 127 new positions, 122 exits, 987 increased. Top move: AVGO (INCREASED, conviction 81). Portfolio: $389.3B across 2799 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