UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings2,538 positions
MICROSOFT CORP | 41.1M | $15.5B | 6.1% | $154.51 | +138.28% | 21 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 75.1M | $14.5B | 5.7% | $72.78 | +161.34% | 21 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 45.7M | $6.9B | 2.7% | $91.34 | +66.34% | 21 qtrssince 2018-Q4 | Increased 57 |
NVIDIA CORPORATION | 13.8M | $6.8B | 2.7% | $8.61 | +473.30% | 21 qtrssince 2018-Q4 | Increased 55 |
ALPHABET INC | 33.3M | $4.6B | 1.8% | $74.80 | +84.98% | 21 qtrssince 2018-Q4 | Increased 52 |
TESLA INC | 15.5M | $3.8B | 1.5% | $127.88 | +94.31% | 21 qtrssince 2018-Q4 | Increased 51 |
META PLATFORMS INC | 10.1M | $3.6B | 1.4% | $163.27 | +114.74% | 21 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 23.9M | $3.4B | 1.3% | $63.60 | +119.52% | 21 qtrssince 2018-Q4 | Increased 50 |
UNITEDHEALTH GROUP INC | 5.8M | $3.1B | 1.2% | $278.31 | +78.25% | 21 qtrssince 2018-Q4 | Increased 55 |
BROADCOM INC | 2.7M | $3B | 1.2% | $54.53 | +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 | 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% | $199.69 | +61.76% | 21 qtrssince 2018-Q4 | Increased 50 |
JOHNSON & JOHNSON | 14.1M | $2.2B | 0.9% | $119.21 | +21.70% | 21 qtrssince 2018-Q4 | Increased 56 |
MASTERCARD INCORPORATED | 4.9M | $2.1B | 0.8% | $233.88 | +79.40% | 21 qtrssince 2018-Q4 | Increased 46 |
SALESFORCE INC | 7.7M | $2B | 0.8% | $167.64 | +54.29% | 21 qtrssince 2018-Q4 | Increased 45 |
JPMORGAN CHASE & CO | 11.8M | $2B | 0.8% | $96.79 | +65.73% | 21 qtrssince 2018-Q4 | Increased 47 |
ADVANCED MICRO DEVICES INC | 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% | $79.70 | +83.59% | 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: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 70 new positions, 120 exits, 1348 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
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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