UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q4 2018
Top Holdings2,770 positions
Microsoft Corp. | 36.5M | $3.7B | 3.2% | $94.43 | 0.00% | 1 qtr | First report 0 |
Apple Inc. | 17.8M | $2.8B | 2.4% | $37.39 | 0.00% | 1 qtr | First report 0 |
Amazon.com, Inc. | 1.8M | $2.7B | 2.3% | $75.10 | 0.00% | 1 qtr | First report 0 |
ALIBABA GROUP HLDG LTD | 17.8M | $2.4B | 2.1% | $128.99 | 0.00% | 1 qtr | First report 0 |
Johnson & Johnson | 12.6M | $1.6B | 1.4% | $104.33 | 0.00% | 1 qtr | First report 0 |
JPMorgan Chase & Co. | 15.2M | $1.5B | 1.3% | $79.10 | 0.00% | 1 qtr | First report 0 |
Alphabet Inc. | 1.4M | $1.4B | 1.2% | $51.76 | 0.00% | 1 qtr | First report 0 |
Visa Inc | 10.3M | $1.4B | 1.2% | $124.91 | 0.00% | 1 qtr | First report 0 |
Meta Platforms Inc | 10M | $1.3B | 1.1% | $129.85 | 0.00% | 1 qtr | First report 0 |
TAL EDUCATION GROUP | 47.7M | $1.3B | 1.1% | $26.68 | 0.00% | 1 qtr | First report 0 |
Alphabet Inc. | 1.1M | $1.2B | 1.0% | $51.29 | 0.00% | 1 qtr | First report 0 |
UnitedHealth Group Inc. | 4.7M | $1.2B | 1.0% | $217.84 | 0.00% | 1 qtr | First report 0 |
MasterCard Incorporated | 5.2M | $977.7M | 0.8% | $180.51 | 0.00% | 1 qtr | First report 0 |
INTEL CORP | 20.7M | $971.3M | 0.8% | $40.39 | 0.00% | 1 qtr | First report 0 |
EXXON MOBIL CORP | 14.1M | $960.6M | 0.8% | $48.91 | 0.00% | 1 qtr | First report 0 |
PEPSICO INC | 8.5M | $937.6M | 0.8% | $86.72 | 0.00% | 1 qtr | First report 0 |
PFIZER INC | 21.3M | $927.7M | 0.8% | $28.59 | 0.00% | 1 qtr | First report 0 |
The Procter & Gamble Co. | 10.1M | $926.1M | 0.8% | $75.31 | 0.00% | 1 qtr | First report 0 |
Berkshire Hathaway Inc. | 4.4M | $892.2M | 0.8% | $204.18 | 0.00% | 1 qtr | First report 0 |
VERIZON COMMUNICATIONS INC | 15.1M | $849M | 0.7% | $35.91 | 0.00% | 1 qtr | First report 0 |
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: Balanced Allocator. HoldingsIntel Score: 3/5.0.
First quarter we have for this fund: 2770 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $116.0B across 2770 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR