UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings2,551 positions
MICROSOFT CORP | 54.8M | $12.2B | 5.7% | $127.97 | +65.73% | 9 qtrssince 2018-Q4 | Increased 63 |
APPLE INC | 70M | $9.3B | 4.3% | $43.66 | +195.04% | 9 qtrssince 2018-Q4 | Increased 62 |
AMAZON COM INC | 2.1M | $6.8B | 3.2% | $78.83 | +106.58% | 9 qtrssince 2018-Q4 | Decreased 0 |
ALIBABA GROUP HLDG LTD | 19M | $4.4B | 2.1% | $145.56 | +50.46% | 9 qtrssince 2018-Q4 | Increased 56 |
TAL EDUCATION GROUP | 58.8M | $4.2B | 2.0% | $34.19 | +109.18% | 9 qtrssince 2018-Q4 | Increased 54 |
FACEBOOK INC | 11.5M | $3.1B | 1.5% | $154.64 | +74.97% | 9 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 1.6M | $2.8B | 1.3% | $54.61 | +58.96% | 9 qtrssince 2018-Q4 | Decreased 0 |
TESLA INC | 3.3M | $2.3B | 1.1% | $49.67 | +373.57% | 9 qtrssince 2018-Q4 | Increased 55 |
VISA INC | 9.5M | $2.1B | 1.0% | $130.72 | +60.40% | 9 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INCORPORATED | 5.5M | $2B | 0.9% | $205.18 | +68.28% | 9 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 1.1M | $2B | 0.9% | $53.28 | +62.85% | 9 qtrssince 2018-Q4 | Increased 46 |
PROCTER AND GAMBLE CO | 14.1M | $2B | 0.9% | $82.34 | +45.86% | 9 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 5.1M | $1.8B | 0.8% | $216.74 | +46.25% | 9 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORPORATION | 3.3M | $1.7B | 0.8% | $5.40 | +140.50% | 9 qtrssince 2018-Q4 | Increased 51 |
ADOBE SYSTEMS INCORPORATED | 3.4M | $1.7B | 0.8% | $264.59 | +89.02% | 9 qtrssince 2018-Q4 | Decreased 0 |
DISNEY WALT CO | 9.3M | $1.7B | 0.8% | $110.18 | +59.43% | 9 qtrssince 2018-Q4 | Increased 45 |
JPMORGAN CHASE & CO | 13.1M | $1.7B | 0.8% | $80.37 | +36.92% | 9 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 10.5M | $1.7B | 0.8% | $106.46 | +26.23% | 9 qtrssince 2018-Q4 | Increased 47 |
HOME DEPOT INC | 5.9M | $1.6B | 0.7% | $153.58 | +49.87% | 9 qtrssince 2018-Q4 | Decreased 0 |
PAYPAL HLDGS INC | 6.3M | $1.5B | 0.7% | $100.27 | +131.00% | 9 qtrssince 2018-Q4 | Decreased 0 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC manages $213.4B across 2551 positions as of Q4 2020. Top holdings: MSFT (5.7%), AAPL (4.3%), AMZN (3.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 160 new positions, 94 exits, 1414 increased. Top move: MSFT (INCREASED, conviction 63). Portfolio: $213.4B across 2551 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