UA
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 13F Holdings & AI Insights
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLCCIK: 0000861177
Diversified strategyMomentum followerLong-term holder
Total reported value
$481.0B
Reporting period: 2026-03-31 · Number of holdings: 19242
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC disclosed 19242 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $481.0B and a quarterly turnover rate of 18.0%.
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Personality snowflake
- Concentration
- 6.42
- Portfolio Stability
- 18.03
- Momentum/Contrarian
- 82.21
- Sector conviction
- 55.81
- Diversification
- 100
- Sizing Uniformity
- 22.45
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's disclosed holdings carry a Herfindahl concentration index of 0.016 — mathematically equivalent to about 62 equally-sized positions, well below its 19242 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 7.75), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Recent moves
Trim MSFT
+6.1% -$5.5B
Trim NVDA
+1.6% -$1.8B
Trim AAPL
+0.0% -$1.9B
Trim TSLA
-2.3% -$1.7B
Add PLD
+2592.3% $1.8B
Add WELL
+36257.0% $1.6B
Holdings Map
New buyAddUnchangedTrim
Institutional Game-State Analysis
Core Intent
This desk is actively capturing long-tail momentum by adding to MSFT, AAPL, and NVDA while trimming TSLA and META. Despite a perfectly diversified 3,807-name book, concentration remains structurally dead at 6.42, confirming an algorithm-heavy mandate chasing price discovery rather than fundamental conviction. Position sizing discipline sits at a bruising 22.45, meaning size is assigned purely by market cap float, not by edge.
Macro & Fundamentals
The capital rotation centers on a hard bet against the reflation trade and for persistent AI infrastructure demand. Information Technology commands 36% of NA to cement leadership, while defensive slices (Utilities, Materials, Staples) total roughly 9% as a ballast. The opposing thesis is a multi-sector breadth play where capital fragments into undisciplined pockets; instead, this book runs positioning squeeze logic, letting liquidity favor the highest-beta megacaps while quietly harvesting yield in small-cap logistics and healthcare REITs (PLD, WELL).
Blind Spots / Risks
The structural fragility lies in the collision between hyper-diversification and low positioning discipline. With 3,807 names and a coefficient of variation near 7.75, this fund operates like a levered beta engine masked as a multi-manager solution. A sudden reversal in long-duration yields or an AI capex inflection will trigger identical exit queues across the tail, creating a liquidity trap where execution slippage on small-cap additions completely erodes alpha from the head.
This summary was generated by AI from publicly filed SEC data and reflects historical holdings only — it is not a recommendation to buy or sell.
Top 10 holdings by weight
Full holdings list this quarter
Showing top 3807 holdings (of 19242 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.21% | -0.51% | +1.58% | |
| 2 | AAPL | Apple INC | Stock-Tech | 5.57% | -0.49% | +0.04% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.91% | -1.24% | +6.08% | |
| 4 | AMZN | Amazon.com INC | Stock-Consumer Disc | 3.20% | -0.21% | +5.77% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.70% | — | +10.49% | |
| 6 | AVGO | Broadcom INC | Stock-Tech | 2.51% | +0.07% | +16.90% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.82% | -0.24% | -1.60% | |
| 8 | TSLA | Tesla INC | Stock-Consumer Disc | 1.53% | -0.39% | -2.28% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.51% | -0.32% | -3.16% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.35% | -0.13% | +8.81% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.14% | — | +14.00% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.00% | +0.24% | +13.62% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.88% | — | +11.28% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 0.87% | — | +8.97% | |
| 15 | AMD | Advanced Micro Devices | Stock-Tech | 0.81% | — | +3.02% | |
| 16 | MA | Mastercard INC - A | Stock-Financials | 0.74% | — | +7.26% | |
| 17 | AMAT | Applied Materials INC | Stock-Tech | 0.71% | +0.13% | -6.47% | |
| 18 | WMT | Walmart INC | Stock-Consumer Staples | 0.70% | +0.08% | +2.98% | |
| 19 | CSCO | Cisco Systems INC | Stock-Tech | 0.68% | +0.10% | +17.99% | |
| 20 | NFLX | Netflix INC | Stock-Comm Services | 0.68% | — | +5.90% | |
| 21 | MU | Micron Technology INC | Stock-Tech | 0.67% | +0.14% | +8.45% | |
| 22 | HD | Home Depot INC | Stock-Consumer Disc | 0.65% | — | +17.76% | |
| 23 | ABBV | Abbvie INC | Stock-Healthcare | 0.64% | — | +9.57% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.60% | +0.10% | +5.46% | |
| 25 | LRCX | Lam Research CORP | Stock-Tech | 0.60% | +0.14% | +5.43% | |
| 26 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.57% | +0.10% | +14.00% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | +0.15% | -1.07% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.55% | — | +3.74% | |
| 29 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.51% | +0.08% | +5.05% | |
| 30 | INTC | Intel CORP | Stock-Tech | 0.48% | +0.13% | +16.47% | |
| 31 | CAT | Caterpillar INC | Stock-Industrials | 0.48% | — | -7.81% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.47% | — | +7.05% | |
| 33 | LIN | Linde plc | Stock-Materials | 0.46% | +0.08% | +6.92% | |
| 34 | GS | Goldman Sachs Group INC | Stock-Financials | 0.45% | — | +21.74% | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.45% | -0.11% | +8.01% | |
| 36 | ADI | Analog Devices INC | Stock-Tech | 0.44% | +0.17% | +41.31% | |
| 37 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.44% | -0.09% | +0.59% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.43% | — | +18.59% | |
| 39 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.42% | -0.09% | +2.65% | |
| 40 | GE | General Electric | Stock-Industrials | 0.40% | — | +6.97% | |
| 41 | PLD | Prologis INC | Stock-Real Estate | 0.39% | +0.38% | +2592.33% | |
| 42 | TJX | Tjx Companies INC | Stock-Consumer Disc | 0.39% | +0.11% | +34.39% | |
| 43 | GILD | Gilead Sciences INC | Stock-Healthcare | 0.38% | — | +1.53% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.38% | — | +4.16% | |
| 45 | MS | Morgan Stanley | Stock-Financials | 0.38% | — | +20.13% | |
| 46 | VZ | Verizon Communications INC | Stock-Comm Services | 0.38% | — | +1.32% | |
| 47 | TXN | Texas Instruments INC | Stock-Tech | 0.38% | +0.10% | +23.41% | |
| 48 | PEP | Pepsico INC | Stock-Consumer Staples | 0.36% | — | +11.23% | |
| 49 | WFC | Wells Fargo & Co | Stock-Financials | 0.36% | — | +4.33% | |
| 50 | AMGN | Amgen INC | Stock-Healthcare | 0.35% | — | +3.93% |
1–50 of 3,807
Portfolio Performance
Performance for Q3 2026
+4.1%
Performance Last 4 Quarters
+22%
Based on 76% of reported portfolio value with available pricing
- Stdev
- +14.1%
- Beta
- +1.06
- Alpha
- -2.1%
- Max Drawdown
- -9%
- Annualized Perf
- +17.9%
- Batting Avg vs S&P
- +47.2%
- Sortino
- +2.64
- Stutzer
- +0.37
- Treynor
- +0.16
- Sterling
- +1.02
- Calmar
- +1.99
- Information Ratio
- -0.38
- Tracking Error
- +2.5%
- Stdev Down
- +6.6%
- Winning Months %
- +61.1%
- Losing Months %
- +38.9%
- Best 12 Months
- +35%
- Worst 12 Months
- +5.6%
- Efficiency Ratio
- +0.53
- Sharpe
- +1.24
- Stdev Sectors
- +9.3%
- Skewness
- +0.41
- Kurtosis
- +0.28
- Upside Potential
- +4.38
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 19242 | $481.0B | 18 | |
| 2025-12-31 | 18619 | $473.0B | 14 | |
| 2025-09-30 | 17325 | $460.5B | 35 | |
| 2025-06-30 | 20124 | $494.0B | 0 | |
| 2025-03-31 | 20404 | $390.5B | 100 | |
| 2024-12-31 | 19260 | $428.8B | 0 | |
| 2024-09-30 | 19362 | $389.3B | 0 | |
| 2024-06-30 | 20308 | $348.6B | 0 | |
| 2024-03-31 | 16251 | $281.3B | 0 | |
| 2023-12-31 | 16407 | $254.2B | 0 | |
| 2023-09-30 | 16687 | $223.2B | 0 | |
| 2023-06-30 | 17026 | $206.5B | 0 | |
| 2023-03-31 | 17026 | $206.5B | 0 | |
| 2022-12-31 | 16420 | $190.7B | 0 | |
| 2022-09-30 | 17324 | $178.3B | 0 | |
| 2022-06-30 | 18735 | $190.9B | 0 | |
| 2022-03-31 | 18483 | $233.4B | 0 | |
| 2021-12-31 | 19058 | $261.2B | 0 | |
| 2021-09-30 | 18063 | $241.3B | 0 | |
| 2021-06-30 | 18254 | $233.7B | 18 | |
| 2021-03-31 | 15166 | $226.2B | 16 | |
| 2020-12-31 | 15010 | $213.4B | 21 | |
| 2020-09-30 | 14757 | $186.1B | 18 | |
| 2020-06-30 | 13755 | $163.7B | 23 | |
| 2020-03-31 | 13683 | $139.1B | 23 | |
| 2019-12-31 | 14235 | $163.3B | 18 | |
| 2019-09-30 | 14839 | $148.4B | 15 | |
| 2019-06-30 | 14515 | $140.2B | 13 | |
| 2019-03-31 | 14066 | $134.8B | 20 | |
| 2018-12-31 | 12620 | $116.0B | 21 | |
| 2018-09-30 | 12671 | $134.5B | 15 | |
| 2018-06-30 | 12870 | $130.5B | 15 | |
| 2018-03-31 | 12662 | $126.8B | 17 | |
| 2017-12-31 | 12285 | $118.0B | 15 | |
| 2017-09-30 | 12075 | $109.8B | 15 | |
| 2017-06-30 | 11587 | $103.3B | 15 | |
| 2017-03-31 | 10289 | $98.1B | 20 | |
| 2016-12-31 | 10397 | $89.2B | 19 | |
| 2016-09-30 | 9671 | $92.9B | 17 | |
| 2016-06-30 | 9636 | $88.5B | 17 | |
| 2016-03-31 | 9594 | $86.2B | 18 | |
| 2015-12-31 | 9954 | $87.7B | 23 | |
| 2015-09-30 | 9863 | $90.7B | 25 | |
| 2015-06-30 | 7865 | $104.5B | 14 | |
| 2015-03-31 | 7728 | $103.7B | 16 | |
| 2014-12-31 | 7062 | $105.1B | 17 | |
| 2014-09-30 | 6921 | $100.8B | 13 | |
| 2014-06-30 | 6979 | $99.0B | 16 | |
| 2014-03-31 | 6997 | $93.7B | 16 | |
| 2013-12-31 | 6928 | $87.5B | 18 | |
| 2013-09-30 | 6934 | $80.9B | 14 | |
| 2013-06-30 | 6848 | $77.5B | 0 |
Holding changes this quarter
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's most significant position changes for 2026-03-31: Add: Microsoft CORP (MSFT) — shares +6.08%; Add: Nvidia CORP (NVDA) — shares +1.58%; Add: Apple INC (AAPL) — shares +0.04%; Trim: Tesla INC (TSLA) — shares -2.28%; Add: Prologis INC (PLD) — shares +2592.33%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLD | Prologis INC | +0.4% | +2592.33% | Add |
| 2 | WELL | Welltower INC | +0.3% | +36257.01% | Add |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +898.72% | Add |
| 4 | JNJ | Johnson & Johnson | +0.2% | +13.62% | Add |
| 5 | PDD | Pdd Holdings INC | +0.2% | +2189441.58% | Add |
| 6 | ADI | Analog Devices INC | +0.2% | +41.31% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.2% | -1.07% | Trim |
| 8 | MU | Micron Technology INC | +0.1% | +8.45% | Add |
| 9 | LRCX | Lam Research CORP | +0.1% | +5.43% | Add |
| 10 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +254.16% | Add |
| 11 | AMAT | Applied Materials INC | +0.1% | -6.47% | Trim |
| 12 | INTC | Intel CORP | +0.1% | +16.47% | Add |
| 13 | GEV | GE Vernova INC | +0.1% | +19.29% | Add |
| 14 | TJX | Tjx Companies INC | +0.1% | +34.39% | Add |
| 15 | KO | Coca-cola Co/the | +0.1% | +14.00% | Add |
| 16 | CSCO | Cisco Systems INC | +0.1% | +17.99% | Add |
| 17 | COST | Costco Wholesale CORP | +0.1% | +5.46% | Add |
| 18 | TXN | Texas Instruments INC | +0.1% | +23.41% | Add |
| 19 | VONV | Vanguard Russell 1000 Value | +0.1% | +394.70% | Add |
| 20 | KLAC | Kla CORP | +0.1% | +14.14% | Add |
| 21 | VONG | Vanguard Russell 1000 Growth | +0.1% | +411.65% | Add |
| 22 | PSA | Public Storage | +0.1% | +224553.30% | Add |
| 23 | USIG | Ishares Broad Usd Investment | +0.1% | +268.37% | Add |
| 24 | LIN | Linde plc | +0.1% | +6.92% | Add |
| 25 | WMT | Walmart INC | +0.1% | +2.98% | Add |
| 26 | ETN | Eaton Corporation plc | +0.1% | +27.02% | Add |
| 27 | MRK | Merck & Co. INC. | +0.1% | +5.05% | Add |
| 28 | NEE | Nextera Energy INC | +0.1% | +17.87% | Add |
| 29 | AVGO | Broadcom INC | +0.1% | +16.90% | Add |
| 30 | RTX | Rtx CORP | +0.1% | +23.30% | Add |
| 31 | PLTR | Palantir Technologies Inc-a | -0.1% | +0.59% | Add |
| 32 | COF | Capital One Financial CORP | -0.1% | +1.83% | Add |
| 33 | UNH | Unitedhealth Group INC | -0.1% | +2.65% | Add |
| 34 | AZO | Autozone INC | -0.1% | -99.11% | Trim |
| 35 | APP | Applovin Corp-class A | -0.1% | +1.60% | Add |
| 36 | QCOM | Qualcomm INC | -0.1% | +4.47% | Add |
| 37 | ORCL | Oracle CORP | -0.1% | +8.01% | Add |
| 38 | CRM | Salesforce INC | -0.1% | +5.67% | Add |
| 39 | ADBE | Adobe INC | -0.1% | -1.12% | Trim |
| 40 | LLY | Eli Lilly & Co | -0.1% | +8.81% | Add |
| 41 | NOW | Servicenow INC | -0.1% | +1.93% | Add |
| 42 | DLR | Digital Realty Trust INC | -0.2% | -99.42% | Trim |
| 43 | INTU | Intuit INC | -0.2% | -0.88% | Trim |
| 44 | AMZN | Amazon.com INC | -0.2% | +5.77% | Add |
| 45 | GOOG | Alphabet Inc-cl C | -0.2% | -1.60% | Trim |
| 46 | META | Meta Platforms Inc-class A | -0.3% | -3.16% | Trim |
| 47 | TSLA | Tesla INC | -0.4% | -2.28% | Trim |
| 48 | AAPL | Apple INC | -0.5% | +0.04% | Add |
| 49 | NVDA | Nvidia CORP | -0.5% | +1.58% | Add |
| 50 | MSFT | Microsoft CORP | -1.2% | +6.08% | Add |
Filing History
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-13 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-13 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-14 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-19 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-14 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-15 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-13 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-11 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-12 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-16 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-12-14 | Amendment | View on EDGAR |
| 2021-09-30 | 2021-11-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-16 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-14 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-03-01 | Amendment | View on EDGAR |
| 2020-12-31 | 2021-02-17 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-13 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-14 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-15 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-14 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-14 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-15 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-14 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-13 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-14 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-14 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-14 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-09 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-13 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-11 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-04 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-03-09 | Amendment | View on EDGAR |
| 2016-12-31 | 2017-02-14 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-04 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-11-29 | Amendment | View on EDGAR |
| 2016-06-30 | 2016-08-09 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-12 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-12 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-10-29 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-12 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-04 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-02 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-10-28 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-13 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-23 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-01-31 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-08 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-15 | Amendment | View on EDGAR |
| 2013-06-30 | 2013-08-13 | 13F-HR | View on EDGAR |
FAQ
What is UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC and what type of investor is it?
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $481.0B, spread across 19242 disclosed positions.
What are UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's largest equity positions?
Based on the latest 13F filing, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's top holdings by market value are:
1. Nvidia CORP (NVDA) — $34.7B (7.2%)
2. Apple INC (AAPL) — $26.8B (5.6%)
3. Microsoft CORP (MSFT) — $23.6B (4.9%)
4. Amazon.com INC (AMZN) — $15.4B (3.2%)
5. Alphabet Inc-cl A (GOOGL) — $13.0B (2.7%)
What changes did UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC make in its most recent portfolio filing?
In the latest reported quarter, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC made 50 notable position adjustments: 0 new positions were initiated, 41 existing holdings were added to, 9 positions were partially reduced, and 0 were completely exited. The largest of these moves: Add: Microsoft CORP (MSFT) — shares +6.08%; Add: Nvidia CORP (NVDA) — shares +1.58%; Add: Apple INC (AAPL) — shares +0.04%; Trim: Tesla INC (TSLA) — shares -2.28%; Add: Prologis INC (PLD) — shares +2592.33%
What sectors does UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC focus on?
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 36.0%
• Financials: 12.3%
• Health Care: 10.6%
• Consumer Discretionary: 10.3%
• Communication Services: 9.3%
• Industrials: 8.6%
Peer Institutions
Institutions with a similar AUM
DF
Dimensional Fund Advisors LP
CIK 0000354204
Total reported value
$481.4B
13,635 stks
2026-03-31
Concentration1.9
Portfolio Stability15.2
Sector conviction38.0
AUM within 0.1% of this institution
View detail
L&
Legal & General Group Plc
CIK 0000764068
Total reported value
$432.4B
8,115 stks
2026-03-31
Concentration6.2
Portfolio Stability15.8
Sector conviction49.6
AUM within 10.1% of this institution
View detail
AF
Ameriprise Financial INC
CIK 0000820027
Total reported value
$431.8B
11,197 stks
2026-03-31
Concentration2.5
Portfolio Stability21.5
Sector conviction47.3
AUM within 10.2% of this institution
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Similar Holdings Style
Institutions with overlapping top holdings
AD
Adams Diversified Equity Fund, INC.
CIK 0000002230
Total reported value
$2.8B
99 stks
2026-03-31
Concentration10.3
Portfolio Stability36.4
Sector conviction68.6
5 of the top 5 holdings overlap, including Nvidia CORP
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FR
Franklin Resources INC
CIK 0000038777
Total reported value
$408.3B
14,782 stks
2026-03-31
Concentration3.7
Portfolio Stability24.2
Sector conviction39.7
5 of the top 5 holdings overlap, including Nvidia CORP
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NT
Northern Trust CORP
CIK 0000073124
Total reported value
$756.6B
19,864 stks
2026-03-31
Concentration4.9
Portfolio Stability14.1
Sector conviction48.4
5 of the top 5 holdings overlap, including Nvidia CORP
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