UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings2,654 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 200.9M | $27B | 6.3% | $117.56 | +16.92% | 25 qtrssince 2018-Q4 | Increased 69 |
APPLE INC | 104.7M | $26.2B | 6.1% | $143.97 | +72.68% | 25 qtrssince 2018-Q4 | Increased 71 |
MICROSOFT CORP | 60M | $25.3B | 5.9% | $242.28 | +74.06% | 25 qtrssince 2018-Q4 | Increased 68 |
AMAZON.COM INC | 66M | $14.5B | 3.4% | $138.11 | +60.23% | 25 qtrssince 2018-Q4 | Increased 67 |
TESLA INC | 24.5M | $9.9B | 2.3% | $222.88 | +87.28% | 25 qtrssince 2018-Q4 | Increased 55 |
BROADCOM INC | 34.4M | $8B | 1.9% | $161.90 | +41.40% | 25 qtrssince 2018-Q4 | Increased 51 |
ALPHABET INC-CL A | 39.4M | $7.5B | 1.7% | $121.08 | +57.32% | 25 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 12M | $7B | 1.6% | $243.17 | +142.38% | 25 qtrssince 2018-Q4 | Increased 51 |
ALPHABET INC-CL C | 34.1M | $6.5B | 1.5% | $118.36 | +62.17% | 25 qtrssince 2018-Q4 | Increased 51 |
ELI LILLY & CO | 7.1M | $5.5B | 1.3% | $406.52 | +87.59% | 25 qtrssince 2018-Q4 | Increased 58 |
UNITEDHEALTH GROUP INC | 8.6M | $4.3B | 1.0% | $361.32 | +37.16% | 25 qtrssince 2018-Q4 | Increased 66 |
VISA INC-CLASS A SHARES | 13.3M | $4.2B | 1.0% | $195.47 | +59.58% | 25 qtrssince 2018-Q4 | Increased 52 |
JPMORGAN CHASE & CO | 17.6M | $4.2B | 1.0% | $136.09 | +71.44% | 25 qtrssince 2018-Q4 | Increased 52 |
MASTERCARD INC - A | 7M | $3.7B | 0.9% | $308.59 | +69.08% | 25 qtrssince 2018-Q4 | Increased 50 |
HOME DEPOT INC | 8.5M | $3.3B | 0.8% | $248.93 | +52.64% | 25 qtrssince 2018-Q4 | Increased 48 |
COSTCO WHOLESALE CORP | 3.3M | $3B | 0.7% | $457.30 | +98.45% | 25 qtrssince 2018-Q4 | Increased 48 |
SALESFORCE.COM INC | 8.7M | $2.9B | 0.7% | $192.05 | +72.08% | 25 qtrssince 2018-Q4 | Increased 48 |
BERKSHIRE HATHAWAY INC-CL B | 6.3M | $2.8B | 0.7% | $273.67 | +65.22% | 25 qtrssince 2018-Q4 | Increased 46 |
SERVICENOW INC | 2.7M | $2.8B | 0.7% | $113.01 | +88.95% | 25 qtrssince 2018-Q4 | Increased 47 |
PROCTER & GAMBLE CO/THE | 16.3M | $2.7B | 0.6% | $124.24 | +28.60% | 25 qtrssince 2018-Q4 | Increased 52 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC manages $428.8B across 2654 positions as of Q4 2024. Top holdings: NVDA (6.3%), AAPL (6.1%), MSFT (5.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 65 new positions, 210 exits, 1947 increased. Top move: AAPL (INCREASED, conviction 71). Portfolio: $428.8B across 2654 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