UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings2,839 positions
Microsoft Corp | 42.2M | $14.2B | 5.4% | $139.38 | +132.01% | 13 qtrssince 2018-Q4 | Decreased 0 |
Apple Inc | 73.9M | $13.1B | 5.0% | $53.23 | +225.87% | 13 qtrssince 2018-Q4 | Increased 66 |
Amazon.com Inc | 2.1M | $6.9B | 2.6% | $83.70 | +99.19% | 13 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc | 1.7M | $4.8B | 1.9% | $63.34 | +126.53% | 13 qtrssince 2018-Q4 | Decreased 0 |
Tesla Inc | 3.7M | $3.9B | 1.5% | $72.19 | +387.99% | 13 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA Corp | 13.1M | $3.9B | 1.5% | $6.41 | +356.83% | 13 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc | 1.2M | $3.4B | 1.3% | $58.20 | +146.25% | 13 qtrssince 2018-Q4 | Decreased 0 |
Facebook Inc | 9.7M | $3.3B | 1.2% | $159.16 | +109.32% | 13 qtrssince 2018-Q4 | Decreased 0 |
UnitedHealth Group Inc | 5.5M | $2.8B | 1.1% | $231.15 | +99.11% | 13 qtrssince 2018-Q4 | Decreased 0 |
Home Depot Inc/The | 5.4M | $2.2B | 0.9% | $167.50 | +119.18% | 13 qtrssince 2018-Q4 | Decreased 0 |
Adobe Systems 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% | $90.46 | +55.39% | 13 qtrssince 2018-Q4 | Decreased 0 |
Visa Inc | 9.1M | $2B | 0.8% | $144.39 | +44.76% | 13 qtrssince 2018-Q4 | Decreased 0 |
Johnson & Johnson | 11M | $1.9B | 0.7% | $109.02 | +37.36% | 13 qtrssince 2018-Q4 | Decreased 0 |
Accenture PLC | 4.5M | $1.9B | 0.7% | $215.02 | +81.36% | 13 qtrssince 2018-Q4 | Increased 59 |
Mastercard Inc | 5M | $1.8B | 0.7% | $223.77 | +56.09% | 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/Delaware | 27.3M | $1.7B | 0.7% | $38.27 | +46.86% | 13 qtrssince 2018-Q4 | Increased 46 |
PepsiCo Inc | 9.6M | $1.7B | 0.6% | $102.13 | +45.61% | 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: Balanced Allocator. HoldingsIntel Score: 3/5.0.
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
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