UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings3,285 positions
NVIDIA CORPORATION | 195.9M | $36.5B | 7.7% | $61.33 | +203.38% | 29 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 60.2M | $29.1B | 6.2% | $469.23 | +2.42% | 29 qtrssince 2018-Q4 | Increased 62 |
APPLE INC | 105.5M | $28.7B | 6.1% | $194.59 | +39.33% | 29 qtrssince 2018-Q4 | Increased 62 |
AMAZON COM INC | 69.8M | $16.1B | 3.4% | $208.93 | +10.48% | 29 qtrssince 2018-Q4 | Increased 59 |
ALPHABET INC | 40.9M | $12.8B | 2.7% | $121.76 | +156.57% | 29 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 33.4M | $11.6B | 2.4% | $105.09 | +227.53% | 29 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 31M | $9.7B | 2.1% | $118.04 | +165.32% | 29 qtrssince 2018-Q4 | Increased 57 |
TESLA INC | 20.2M | $9.1B | 1.9% | $175.21 | +156.68% | 29 qtrssince 2018-Q4 | Increased 51 |
FACEBOOK INC | 13.1M | $8.6B | 1.8% | $354.46 | +85.74% | 29 qtrssince 2018-Q4 | Increased 55 |
LILLY ELI & 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% | $150.26 | +111.44% | 29 qtrssince 2018-Q4 | Decreased 0 |
VISA INC | 12.8M | $4.5B | 0.9% | $225.45 | +54.63% | 29 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 7.9M | $4B | 0.8% | $347.53 | +44.64% | 29 qtrssince 2018-Q4 | Increased 54 |
ADVANCED MICRO DEVICES INC | 18.6M | $4B | 0.8% | $121.45 | +76.34% | 29 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INCORPORATED | 6.6M | $3.8B | 0.8% | $344.13 | +65.08% | 29 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 17.3M | $3.6B | 0.8% | $135.68 | +50.12% | 29 qtrssince 2018-Q4 | Increased 49 |
NETFLIX INC | 32M | $3B | 0.6% | $55.51 | +68.90% | 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% | $55.61 | +99.06% | 29 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 8M | $2.8B | 0.6% | $270.03 | +24.72% | 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: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 1081 new positions, 67 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
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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