UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings2,522 positions
MICROSOFT CORP | 40.3M | $9.7B | 5.1% | $143.55 | +62.13% | 17 qtrssince 2018-Q4 | Increased 65 |
APPLE INC | 69M | $9B | 4.7% | $63.36 | +101.48% | 17 qtrssince 2018-Q4 | Increased 60 |
AMAZON COM INC | 41.2M | $3.5B | 1.8% | $83.74 | +0.32% | 17 qtrssince 2018-Q4 | Increased 57 |
UNITEDHEALTH GROUP INC | 5.2M | $2.7B | 1.4% | $245.79 | +100.25% | 17 qtrssince 2018-Q4 | Increased 53 |
ALPHABET INC | 26.9M | $2.4B | 1.2% | $63.34 | +37.98% | 17 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 23.4M | $2.1B | 1.1% | $62.52 | +40.58% | 17 qtrssince 2018-Q4 | Increased 54 |
NVIDIA CORPORATION | 14M | $2B | 1.1% | $8.17 | +78.34% | 17 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 11M | $2B | 1.0% | $111.72 | +42.05% | 17 qtrssince 2018-Q4 | Increased 53 |
VISA INC | 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% | $177.18 | +61.67% | 17 qtrssince 2018-Q4 | Increased 48 |
PEPSICO INC | 9.1M | $1.6B | 0.9% | $104.42 | +52.07% | 17 qtrssince 2018-Q4 | Increased 46 |
MASTERCARD INCORPORATED | 4.6M | $1.6B | 0.8% | $223.77 | +51.94% | 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% | $99.07 | +24.34% | 17 qtrssince 2018-Q4 | Increased 49 |
COCA COLA CO | 23.5M | $1.5B | 0.8% | $43.08 | +32.35% | 17 qtrssince 2018-Q4 | Increased 47 |
PROCTER AND GAMBLE CO | 9.8M | $1.5B | 0.8% | $94.13 | +46.01% | 17 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 4.8M | $1.5B | 0.8% | $222.36 | +38.92% | 17 qtrssince 2018-Q4 | Increased 49 |
JPMORGAN CHASE & CO | 11M | $1.5B | 0.8% | $92.27 | +33.09% | 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: Balanced Allocator. HoldingsIntel Score: 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
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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
Verify source filings on SEC EDGAR