UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings2,522 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 40.3M | $9.7B | 5.1% | $143.29 | +63.46% | 17 qtrssince 2018-Q4 | Increased 65 |
APPLE INC | 69M | $9B | 4.7% | $105.24 | +21.30% | 17 qtrssince 2018-Q4 | Increased 60 |
AMAZON.COM INC | 41.2M | $3.5B | 1.8% | $104.63 | -19.72% | 17 qtrssince 2018-Q4 | Increased 57 |
UNITEDHEALTH GROUP INC | 5.2M | $2.7B | 1.4% | $249.36 | +101.28% | 17 qtrssince 2018-Q4 | Increased 53 |
ALPHABET INC-CL A | 26.9M | $2.4B | 1.2% | $94.83 | -7.65% | 17 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 23.4M | $2.1B | 1.1% | $94.87 | -7.17% | 17 qtrssince 2018-Q4 | Increased 54 |
NVIDIA CORP | 14M | $2B | 1.1% | $17.63 | -17.18% | 17 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 11M | $2B | 1.0% | $112.58 | +43.23% | 17 qtrssince 2018-Q4 | Increased 53 |
VISA INC-CLASS A SHARES | 8.8M | $1.8B | 1.0% | $148.50 | +35.96% | 17 qtrssince 2018-Q4 | Increased 45 |
ABBVIE INC | 10.8M | $1.7B | 0.9% | $79.08 | +78.86% | 17 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 5.4M | $1.7B | 0.9% | $181.05 | +61.64% | 17 qtrssince 2018-Q4 | Increased 48 |
PEPSICO INC | 9.1M | $1.6B | 0.9% | $107.91 | +51.64% | 17 qtrssince 2018-Q4 | Increased 46 |
MASTERCARD INC - A | 4.6M | $1.6B | 0.8% | $223.92 | +52.36% | 17 qtrssince 2018-Q4 | Decreased 0 |
ELI LILLY & CO | 4.3M | $1.6B | 0.8% | $132.69 | +167.94% | 17 qtrssince 2018-Q4 | Increased 48 |
TESLA INC | 12.3M | $1.5B | 0.8% | $221.46 | -44.38% | 17 qtrssince 2018-Q4 | Increased 49 |
COCA-COLA CO/THE | 23.5M | $1.5B | 0.8% | $43.90 | +32.38% | 17 qtrssince 2018-Q4 | Increased 47 |
PROCTER & GAMBLE CO/THE | 9.8M | $1.5B | 0.8% | $94.13 | +46.01% | 17 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 4.8M | $1.5B | 0.8% | $220.78 | +39.91% | 17 qtrssince 2018-Q4 | Increased 49 |
JPMORGAN CHASE & CO | 11M | $1.5B | 0.8% | $93.11 | +33.16% | 17 qtrssince 2018-Q4 | Increased 48 |
PFIZER INC | 28M | $1.4B | 0.8% | $30.70 | +33.42% | 17 qtrssince 2018-Q4 | Increased 51 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC manages $190.7B across 2522 positions as of Q4 2022. Top holdings: MSFT (5.1%), AAPL (4.7%), AMZN (1.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 94 new positions, 311 exits, 1348 increased. Top move: MSFT (INCREASED, conviction 65). Portfolio: $190.7B across 2522 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