UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings2,799 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 54.6M | $23.5B | 6.0% | $224.63 | +88.77% | 24 qtrssince 2018-Q4 | Increased 65 |
NVIDIA CORP | 180.4M | $21.9B | 5.6% | $115.30 | +5.25% | 24 qtrssince 2018-Q4 | Increased 64 |
APPLE INC | 91.6M | $21.3B | 5.5% | $128.96 | +79.18% | 24 qtrssince 2018-Q4 | Increased 63 |
AMAZON.COM INC | 57.8M | $10.8B | 2.8% | $126.40 | +48.71% | 24 qtrssince 2018-Q4 | Increased 57 |
META PLATFORMS INC-CLASS A | 11.7M | $6.7B | 1.7% | $234.89 | +140.59% | 24 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 40.5M | $6.7B | 1.7% | $121.08 | +34.72% | 24 qtrssince 2018-Q4 | Decreased 0 |
TESLA INC | 24.4M | $6.4B | 1.6% | $221.61 | +17.53% | 24 qtrssince 2018-Q4 | Increased 57 |
BROADCOM INC | 33.8M | $5.8B | 1.5% | $160.75 | +5.68% | 24 qtrssince 2018-Q4 | Increased 81 |
ALPHABET INC-CL C | 33.3M | $5.6B | 1.4% | $116.66 | +40.97% | 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% | $312.22 | +81.19% | 24 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 8M | $3.3B | 0.8% | $241.73 | +60.42% | 24 qtrssince 2018-Q4 | Increased 47 |
ADVANCED MICRO DEVICES | 19.5M | $3.2B | 0.8% | $119.47 | +37.34% | 24 qtrssince 2018-Q4 | Increased 49 |
VISA INC-CLASS A SHARES | 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% | $120.20 | +69.69% | 24 qtrssince 2018-Q4 | Increased 46 |
MASTERCARD INC - A | 6.3M | $3.1B | 0.8% | $284.10 | +72.27% | 24 qtrssince 2018-Q4 | Increased 45 |
BERKSHIRE HATHAWAY INC-CL B | 6.2M | $2.8B | 0.7% | $271.07 | +68.76% | 24 qtrssince 2018-Q4 | Decreased 0 |
COSTCO WHOLESALE CORP | 3.1M | $2.7B | 0.7% | $426.69 | +105.51% | 24 qtrssince 2018-Q4 | Increased 46 |
JOHNSON & JOHNSON | 16.6M | $2.7B | 0.7% | $125.50 | +23.79% | 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: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 125 new positions, 118 exits, 988 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
Top Winners
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