UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings2,538 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 41.1M | $15.5B | 6.1% | $154.39 | +139.98% | 21 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 75.1M | $14.5B | 5.7% | $110.88 | +71.55% | 21 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 45.7M | $6.9B | 2.7% | $109.11 | +39.26% | 21 qtrssince 2018-Q4 | Increased 57 |
NVIDIA CORP | 13.8M | $6.8B | 2.7% | $17.90 | +176.46% | 21 qtrssince 2018-Q4 | Increased 55 |
ALPHABET INC-CL A | 33.3M | $4.6B | 1.8% | $100.21 | +38.35% | 21 qtrssince 2018-Q4 | Increased 52 |
TESLA INC | 15.5M | $3.8B | 1.5% | $225.02 | +10.43% | 21 qtrssince 2018-Q4 | Increased 51 |
META PLATFORMS INC-CLASS A | 10.1M | $3.6B | 1.4% | $165.06 | +112.95% | 21 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 23.9M | $3.4B | 1.3% | $95.13 | +47.04% | 21 qtrssince 2018-Q4 | Increased 50 |
UNITEDHEALTH GROUP INC | 5.8M | $3.1B | 1.2% | $282.71 | +78.95% | 21 qtrssince 2018-Q4 | Increased 55 |
BROADCOM INC | 2.7M | $3B | 1.2% | $54.62 | +99.10% | 21 qtrssince 2018-Q4 | Increased 61 |
ADOBE INC | 4.5M | $2.7B | 1.1% | $332.22 | +79.58% | 21 qtrssince 2018-Q4 | Increased 51 |
ELI LILLY & CO | 4.5M | $2.6B | 1.0% | $159.43 | +258.82% | 21 qtrssince 2018-Q4 | Increased 52 |
VISA INC-CLASS A SHARES | 8.9M | $2.3B | 0.9% | $152.43 | +67.31% | 21 qtrssince 2018-Q4 | Increased 47 |
HOME DEPOT INC | 6.4M | $2.2B | 0.9% | $204.06 | +61.74% | 21 qtrssince 2018-Q4 | Increased 50 |
JOHNSON & JOHNSON | 14.1M | $2.2B | 0.9% | $120.39 | +22.45% | 21 qtrssince 2018-Q4 | Increased 56 |
MASTERCARD INC - A | 4.9M | $2.1B | 0.8% | $233.98 | +79.93% | 21 qtrssince 2018-Q4 | Increased 46 |
SALESFORCE.COM INC | 7.7M | $2B | 0.8% | $167.64 | +54.29% | 21 qtrssince 2018-Q4 | Increased 45 |
JPMORGAN CHASE & CO | 11.8M | $2B | 0.8% | $97.68 | +65.80% | 21 qtrssince 2018-Q4 | Increased 47 |
ADVANCED MICRO DEVICES | 12.3M | $1.8B | 0.7% | $92.49 | +59.37% | 21 qtrssince 2018-Q4 | Increased 54 |
PDD HOLDINGS INC | 12.1M | $1.8B | 0.7% | $80.30 | +82.21% | 21 qtrssince 2018-Q4 | Decreased 0 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC manages $254.2B across 2538 positions as of Q4 2023. Top holdings: MSFT (6.1%), AAPL (5.7%), AMZN (2.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 69 new positions, 119 exits, 1346 increased. Top move: AVGO (INCREASED, conviction 61). Portfolio: $254.2B across 2538 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