UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings2,551 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 54.8M | $12.2B | 5.7% | $127.34 | +67.04% | 9 qtrssince 2018-Q4 | Increased 63 |
APPLE INC | 70M | $9.3B | 4.3% | $95.74 | +34.55% | 9 qtrssince 2018-Q4 | Increased 62 |
AMAZON.COM INC | 2.1M | $6.8B | 3.2% | $77.92 | +110.85% | 9 qtrssince 2018-Q4 | Decreased 0 |
ALIBABA GROUP HOLDING-SP ADR | 19M | $4.4B | 2.1% | $145.56 | +50.46% | 9 qtrssince 2018-Q4 | Increased 56 |
TAL ED GROUP | 58.8M | $4.2B | 2.0% | $34.16 | +110.09% | 9 qtrssince 2018-Q4 | Increased 54 |
META PLATFORMS INC-CLASS A | 11.5M | $3.1B | 1.5% | $156.38 | +72.64% | 9 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 1.6M | $2.8B | 1.3% | $54.66 | +57.64% | 9 qtrssince 2018-Q4 | Decreased 0 |
TESLA INC | 3.3M | $2.3B | 1.1% | $127.85 | +81.15% | 9 qtrssince 2018-Q4 | Increased 55 |
VISA INC-CLASS A SHARES | 9.5M | $2.1B | 1.0% | $130.72 | +60.40% | 9 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INC - A | 5.5M | $2B | 0.9% | $204.29 | +68.93% | 9 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 1.1M | $2B | 0.9% | $53.37 | +61.75% | 9 qtrssince 2018-Q4 | Increased 46 |
PROCTER & GAMBLE CO/THE | 14.1M | $2B | 0.9% | $82.34 | +45.86% | 9 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 5.1M | $1.8B | 0.8% | $218.75 | +45.37% | 9 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 3.3M | $1.7B | 0.8% | $5.40 | +142.86% | 9 qtrssince 2018-Q4 | Increased 51 |
ADOBE INC | 3.4M | $1.7B | 0.8% | $264.59 | +89.02% | 9 qtrssince 2018-Q4 | Decreased 0 |
WALT DISNEY CO/THE | 9.3M | $1.7B | 0.8% | $109.74 | +61.30% | 9 qtrssince 2018-Q4 | Increased 45 |
JPMORGAN CHASE & CO | 13.1M | $1.7B | 0.8% | $80.66 | +35.89% | 9 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 10.5M | $1.7B | 0.8% | $106.99 | +26.54% | 9 qtrssince 2018-Q4 | Increased 47 |
HOME DEPOT INC | 5.9M | $1.6B | 0.7% | $155.81 | +50.72% | 9 qtrssince 2018-Q4 | Decreased 0 |
PAYPAL HOLDINGS INC | 6.3M | $1.5B | 0.7% | $100.07 | +130.82% | 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: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 158 new positions, 93 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
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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer