UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings3,285 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 195.9M | $36.5B | 7.7% | $122.56 | +53.02% | 29 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 60.2M | $29.1B | 6.2% | $469.43 | +3.84% | 29 qtrssince 2018-Q4 | Increased 62 |
APPLE INC | 105.5M | $28.7B | 6.1% | $197.62 | +37.19% | 29 qtrssince 2018-Q4 | Increased 62 |
AMAZON.COM INC | 69.8M | $16.1B | 3.4% | $213.80 | +8.76% | 29 qtrssince 2018-Q4 | Increased 59 |
ALPHABET INC-CL A | 40.9M | $12.8B | 2.7% | $135.63 | +131.41% | 29 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 33.4M | $11.6B | 2.4% | $174.95 | +97.10% | 29 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 31M | $9.7B | 2.1% | $135.90 | +131.46% | 29 qtrssince 2018-Q4 | Increased 57 |
TESLA INC | 20.2M | $9.1B | 1.9% | $232.51 | +95.45% | 29 qtrssince 2018-Q4 | Increased 51 |
META PLATFORMS INC-CLASS A | 13.1M | $8.6B | 1.8% | $356.11 | +87.01% | 29 qtrssince 2018-Q4 | Increased 55 |
ELI LILLY & CO | 6.5M | $7B | 1.5% | $463.69 | +130.65% | 29 qtrssince 2018-Q4 | Increased 51 |
JPMORGAN CHASE & CO | 16.4M | $5.3B | 1.1% | $151.32 | +112.77% | 29 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 12.8M | $4.5B | 0.9% | $225.45 | +54.63% | 29 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 7.9M | $4B | 0.8% | $346.34 | +45.44% | 29 qtrssince 2018-Q4 | Increased 54 |
ADVANCED MICRO DEVICES | 18.6M | $4B | 0.8% | $121.45 | +76.34% | 29 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INC - A | 6.6M | $3.8B | 0.8% | $343.20 | +67.99% | 29 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 17.3M | $3.6B | 0.8% | $137.32 | +50.67% | 29 qtrssince 2018-Q4 | Increased 49 |
NETFLIX INC | 32M | $3B | 0.6% | $89.91 | +4.30% | 29 qtrssince 2018-Q4 | Increased 73 |
ABBVIE INC | 12.9M | $3B | 0.6% | $120.49 | +85.26% | 29 qtrssince 2018-Q4 | Increased 46 |
WALMART INC | 26.3M | $2.9B | 0.6% | $63.21 | +77.05% | 29 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 8M | $2.8B | 0.6% | $275.79 | +25.59% | 29 qtrssince 2018-Q4 | Increased 46 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC manages $473B across 3285 positions as of Q4 2025. Top holdings: NVDA (7.7%), MSFT (6.2%), AAPL (6.1%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 1080 new positions, 64 exits, 1063 increased. Top move: NFLX (INCREASED, conviction 73). Portfolio: $473.0B across 3285 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