UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings2,271 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 196.4M | $36.6B | 8.0% | $122.56 | +48.37% | 28 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 59.5M | $30.8B | 6.7% | $469.24 | +9.46% | 28 qtrssince 2018-Q4 | Increased 100 |
APPLE INC | 105.3M | $26.8B | 5.8% | $197.49 | +28.46% | 28 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 69.2M | $15.2B | 3.3% | $213.64 | +3.99% | 28 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 35.6M | $11.8B | 2.6% | $175.11 | +86.90% | 28 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 43.3M | $10.5B | 2.3% | $135.63 | +79.83% | 28 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 12.1M | $8.9B | 1.9% | $329.95 | +125.12% | 28 qtrssince 2018-Q4 | Decreased 0 |
TESLA INC | 19.8M | $8.8B | 1.9% | $227.90 | +94.48% | 28 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 29.8M | $7.3B | 1.6% | $128.58 | +89.92% | 28 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 16.6M | $5.2B | 1.1% | $151.32 | +106.68% | 28 qtrssince 2018-Q4 | Decreased 0 |
ELI LILLY & CO | 6.4M | $4.9B | 1.1% | $457.44 | +65.75% | 28 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 12.8M | $4.4B | 0.9% | $225.45 | +50.22% | 28 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INC - A | 6.6M | $3.8B | 0.8% | $343.20 | +65.08% | 28 qtrssince 2018-Q4 | Decreased 0 |
ORACLE CORP | 12.3M | $3.5B | 0.8% | $98.46 | +185.93% | 28 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 6.6M | $3.3B | 0.7% | $313.11 | +59.45% | 28 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC | 2.7M | $3.3B | 0.7% | $48.76 | +147.43% | 28 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 7.9M | $3.2B | 0.7% | $274.42 | +47.29% | 28 qtrssince 2018-Q4 | Decreased 0 |
ADVANCED MICRO DEVICES | 18.9M | $3.1B | 0.7% | $121.45 | +33.22% | 28 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 15.9M | $2.9B | 0.6% | $131.30 | +37.45% | 28 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 19.2M | $2.9B | 0.6% | $132.87 | +12.34% | 28 qtrssince 2018-Q4 | Decreased 0 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC manages $460.5B across 2271 positions as of Q3 2025. Top holdings: NVDA (8.0%), MSFT (6.7%), AAPL (5.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 70 new positions, 420 exits, 181 increased. Top move: MSFT (INCREASED, conviction 100). Portfolio: $460.5B across 2271 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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