UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q4 2018
Top Holdings2,770 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 36.5M | $3.7B | 3.2% | $93.93 | 0.00% | 1 qtr | New 88 |
APPLE INC | 17.8M | $2.8B | 2.4% | $37.39 | 0.00% | 1 qtr | New 83 |
AMAZON.COM INC | 1.8M | $2.7B | 2.3% | $73.90 | 0.00% | 1 qtr | New 83 |
ALIBABA GROUP HOLDING-SP ADR | 17.8M | $2.4B | 2.1% | $128.99 | 0.00% | 1 qtr | New 83 |
JOHNSON & JOHNSON | 12.6M | $1.6B | 1.4% | $104.55 | 0.00% | 1 qtr | New 73 |
JPMORGAN CHASE & CO | 15.2M | $1.5B | 1.3% | $79.22 | 0.00% | 1 qtr | New 73 |
ALPHABET INC-CL A | 1.4M | $1.4B | 1.2% | $51.94 | 0.00% | 1 qtr | New 73 |
VISA INC-CLASS A SHARES | 10.3M | $1.4B | 1.2% | $124.91 | 0.00% | 1 qtr | New 73 |
META PLATFORMS INC-CLASS A | 10M | $1.3B | 1.1% | $132.28 | 0.00% | 1 qtr | New 73 |
TAL ED GROUP | 47.7M | $1.3B | 1.1% | $26.78 | 0.00% | 1 qtr | New 73 |
ALPHABET INC-CL C | 1.1M | $1.2B | 1.0% | $51.47 | 0.00% | 1 qtr | New 73 |
UNITEDHEALTH GROUP INC | 4.7M | $1.2B | 1.0% | $219.58 | 0.00% | 1 qtr | New 73 |
MASTERCARD INC - A | 5.2M | $977.7M | 0.8% | $178.73 | 0.00% | 1 qtr | New 62 |
INTEL CORP | 20.7M | $971.3M | 0.8% | $40.23 | 0.00% | 1 qtr | New 62 |
EXXON MOBIL CORP | 14.1M | $960.6M | 0.8% | $48.91 | 0.00% | 1 qtr | New 62 |
PEPSICO INC | 8.5M | $937.6M | 0.8% | $89.26 | 0.00% | 1 qtr | New 62 |
PFIZER INC | 21.3M | $927.7M | 0.8% | $28.59 | 0.00% | 1 qtr | New 62 |
PROCTER & GAMBLE CO/THE | 10.1M | $926.1M | 0.8% | $75.31 | 0.00% | 1 qtr | New 62 |
BERKSHIRE HATHAWAY INC-CL B | 4.4M | $892.2M | 0.8% | $202.08 | 0.00% | 1 qtr | New 62 |
VERIZON COMMUNICATIONS INC | 15.1M | $849M | 0.7% | $37.01 | 0.00% | 1 qtr | New 62 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC manages $116B across 2770 positions as of Q4 2018. Top holdings: MSFT (3.2%), AAPL (2.4%), AMZN (2.3%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 2769 new positions, 0 exits, 0 increased. Top move: MSFT (NEW, conviction 88). Portfolio: $116.0B across 2770 positions.
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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