UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings2,536 positions
MICROSOFT CORP | 42.5M | $6.7B | 4.1% | $101.02 | +47.28% | 5 qtrssince 2018-Q4 | Increased 62 |
ALIBABA GROUP HOLDING LTD | 26.8M | $5.7B | 3.5% | $143.78 | +38.82% | 5 qtrssince 2018-Q4 | Increased 66 |
APPLE INC | 17M | $5B | 3.1% | $37.74 | +87.23% | 5 qtrssince 2018-Q4 | Increased 59 |
AMAZON.COM INC | 2M | $3.7B | 2.3% | $76.98 | +20.02% | 5 qtrssince 2018-Q4 | Increased 57 |
TAL EDUCATION GROUP | 54.8M | $2.6B | 1.6% | $27.89 | +72.83% | 5 qtrssince 2018-Q4 | Decreased 0 |
FACEBOOK INC-CLASS A | 11.4M | $2.3B | 1.4% | $138.44 | +46.85% | 5 qtrssince 2018-Q4 | Increased 52 |
VISA INC-CLASS A SHARES | 10.9M | $2B | 1.2% | $129.09 | +38.69% | 5 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 1.5M | $2B | 1.2% | $53.38 | +24.28% | 5 qtrssince 2018-Q4 | Increased 52 |
JPMORGAN CHASE & CO | 14.2M | $2B | 1.2% | $80.28 | +45.10% | 5 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INC - A | 6.5M | $1.9B | 1.2% | $203.82 | +40.95% | 5 qtrssince 2018-Q4 | Increased 56 |
PROCTER & GAMBLE CO/THE | 12.9M | $1.6B | 1.0% | $79.98 | +31.55% | 5 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 10.6M | $1.5B | 0.9% | $104.69 | +15.82% | 5 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 4.9M | $1.4B | 0.9% | $215.93 | +21.06% | 5 qtrssince 2018-Q4 | Increased 46 |
WALT DISNEY CO/THE | 9.9M | $1.4B | 0.9% | $109.79 | +27.72% | 5 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 1.1M | $1.4B | 0.9% | $52.02 | +27.31% | 5 qtrssince 2018-Q4 | Increased 46 |
MERCK & CO. INC. | 13.6M | $1.2B | 0.8% | $59.72 | +17.74% | 5 qtrssince 2018-Q4 | Increased 46 |
ADOBE INC | 3.7M | $1.2B | 0.8% | $242.22 | +36.16% | 5 qtrssince 2018-Q4 | Increased 48 |
HOME DEPOT INC | 5.6M | $1.2B | 0.8% | $150.55 | +22.80% | 5 qtrssince 2018-Q4 | Increased 46 |
INTEL CORP | 20.5M | $1.2B | 0.8% | $40.70 | +29.73% | 5 qtrssince 2018-Q4 | Increased 46 |
COMCAST CORP-CLASS A | 26.4M | $1.2B | 0.7% | $27.11 | +25.51% | 5 qtrssince 2018-Q4 | Decreased 0 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC manages $163.3B across 2536 positions as of Q4 2019. Top holdings: MSFT (4.1%), BABA (3.5%), AAPL (3.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 112 new positions, 461 exits, 1539 increased. Top move: BABA (INCREASED, conviction 66). Portfolio: $163.3B across 2536 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