UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings2,839 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 42.2M | $14.2B | 5.4% | $139.03 | +136.16% | 13 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 73.9M | $13.1B | 5.0% | $101.21 | +71.38% | 13 qtrssince 2018-Q4 | Increased 66 |
AMAZON.COM INC | 2.1M | $6.9B | 2.6% | $82.78 | +103.72% | 13 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 1.7M | $4.8B | 1.9% | $63.39 | +128.88% | 13 qtrssince 2018-Q4 | Decreased 0 |
TESLA INC | 3.7M | $3.9B | 1.5% | $141.15 | +152.76% | 13 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 13.1M | $3.9B | 1.5% | $16.91 | +74.64% | 13 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 1.2M | $3.4B | 1.3% | $58.24 | +148.85% | 13 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 9.7M | $3.3B | 1.2% | $160.97 | +112.45% | 13 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 5.5M | $2.8B | 1.1% | $234.34 | +101.20% | 13 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 5.4M | $2.2B | 0.9% | $170.94 | +116.74% | 13 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 3.8M | $2.2B | 0.8% | $308.38 | +83.89% | 13 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 12.5M | $2B | 0.8% | $94.13 | +53.77% | 13 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 12.8M | $2B | 0.8% | $91.28 | +55.61% | 13 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 9.1M | $2B | 0.8% | $144.39 | +44.76% | 13 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 11M | $1.9B | 0.7% | $109.79 | +39.59% | 13 qtrssince 2018-Q4 | Decreased 0 |
ACCENTURE PLC-CL A | 4.5M | $1.9B | 0.7% | $215.02 | +81.36% | 13 qtrssince 2018-Q4 | Increased 59 |
MASTERCARD INC - A | 5M | $1.8B | 0.7% | $223.92 | +57.24% | 13 qtrssince 2018-Q4 | Decreased 0 |
SALESFORCE.COM INC | 6.9M | $1.8B | 0.7% | $177.41 | +40.81% | 13 qtrssince 2018-Q4 | Increased 54 |
CISCO SYSTEMS INC | 27.3M | $1.7B | 0.7% | $38.27 | +46.86% | 13 qtrssince 2018-Q4 | Increased 46 |
PEPSICO INC | 9.6M | $1.7B | 0.6% | $105.55 | +44.31% | 13 qtrssince 2018-Q4 | Increased 47 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC manages $261.2B across 2839 positions as of Q4 2021. Top holdings: MSFT (5.4%), AAPL (5.0%), AMZN (2.6%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 224 new positions, 132 exits, 1235 increased. Top move: AAPL (INCREASED, conviction 66). Portfolio: $261.2B across 2839 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