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CIK: 0000861177
Total reported value
$550.1B
$550.1B
2520 檔
10.3%
According to the latest 13F quarterly dataset, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC managed an equity portfolio of $550.1B at the end of Q1 2024, spanning 2520 distinct U.S. exchange-listed positions.
In Q1 2024, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC displayed an active expansion posture, initiating 3 new positions and adding to 27 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2520 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.15% | -0.54% | +0.05% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.57% | -0.10% | -0.07% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.53% | -0.14% | +2.43% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.97% | -0.17% | +1.19% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.83% | +0.20% | +2.77% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.78% | -0.20% | +2.36% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.51% | -0.03% | — | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.37% | +0.03% | +6.10% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.28% | +0.22% | +2.70% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.24% | +0.25% | -2.43% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.04% | -0.04% | +7.41% | |
| 12 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.96% | +0.07% | -6.98% | |
| 13 | AMD | Advanced Micro Devices | Stock-Tech | 0.88% | +1.04% | +11.20% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 0.87% | +0.11% | -1.80% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.83% | -0.02% | -1.66% | |
| 16 | MA | Mastercard Inc - A | Stock-Financials | 0.82% | -0.09% | -3.48% | |
| 17 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.80% | -0.02% | — | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 0.80% | -0.07% | -8.69% | |
| 19 | CRM | Salesforce Inc | Stock-Tech | 0.76% | -0.11% | -8.27% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.07% | +3.12% | |
| 21 | ADBE | Adobe Inc | Stock-Tech | 0.75% | -0.06% | -7.34% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | -0.15% | -6.45% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.64% | -0.08% | +16.81% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.59% | -0.05% | -0.97% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.58% | -0.09% | -14.84% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.57% | +0.01% | -1.01% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.56% | -0.07% | -4.76% | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.52% | -0.03% | -0.86% | |
| 29 | INTC | Intel CORP | Stock-Tech | 0.51% | +0.69% | +16.38% | |
| 30 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.51% | -0.06% | +6.66% | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 0.49% | -0.28% | -8.62% | |
| 32 | AMAT | Applied Materials Inc | Stock-Tech | 0.48% | +0.53% | -4.47% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.48% | +0.25% | +0.26% | |
| 34 | TXN | Texas Instruments Inc | Stock-Tech | 0.47% | +0.10% | +0.90% | |
| 35 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 0.46% | -0.06% | -7.42% | |
| 36 | LIN | Linde plc | Stock-Materials | 0.46% | -0.36% | +8.82% | |
| 37 | ACN | Accenture plc | Stock-Tech | 0.44% | -0.24% | +4.87% | |
| 38 | PLD | Prologis Inc | Stock-Real Estate | 0.44% | -0.03% | -8.26% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.43% | -0.06% | -2.56% | |
| 40 | NOW | Servicenow Inc | Stock-Tech | 0.42% | -0.01% | -4.42% | |
| 41 | INTU | Intuit Inc | Stock-Tech | 0.42% | -0.12% | +1.54% | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.40% | -0.06% | +0.23% | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.39% | +0.01% | +5.62% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | -0.29% | -1.14% | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.39% | -0.02% | -4.42% | |
| 46 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.37% | -0.08% | +11.90% | |
| 47 | QCOM | Qualcomm Inc | Stock-Tech | 0.37% | +0.02% | -17.59% | |
| 48 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.36% | — | -5.92% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.36% | -0.14% | +153.04% | |
| 50 | MU | Micron Technology Inc | Stock-Tech | 0.35% | +1.20% | -2.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.9% | +2.43% | Add |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +1.5% | NEW | New buy |
| 3 | USIG | Ishares Broad Usd Investment | +0.8% | NEW | New buy |
| 4 | META | Meta Platforms Inc-class A | +0.4% | +2.36% | Add |
| 5 | LLY | Eli Lilly & Co | +0.3% | +2.70% | Add |
| 6 | AMZN | Amazon.com Inc | +0.2% | +1.19% | Add |
| 7 | AMD | Advanced Micro Devices | +0.2% | +11.20% | Add |
| 8 | DIS | Walt Disney Co/the | +0.1% | +6.66% | Add |
| 9 | COST | Costco Wholesale CORP | +0.1% | +16.81% | Add |
| 10 | ISRG | Intuitive Surgical Inc | +0.1% | +27.51% | Add |
| 11 | MSFT | Microsoft CORP | +0.1% | +0.05% | Add |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +3.12% | Add |
| 13 | APO | Apollo Global Management Inc | +0.1% | +97.70% | Add |
| 14 | AVGO | Broadcom Inc | +0.1% | -2.43% | Trim |
| 15 | MU | Micron Technology Inc | +0.1% | -2.92% | Trim |
| 16 | CAT | Caterpillar Inc | +0.1% | +8.95% | Add |
| 17 | LRCXEUR | Lam Research CORP | +0.1% | +8.82% | Add |
| 18 | MRK | Merck & Co. Inc. | +0.1% | -0.97% | Trim |
| 19 | LIN | Linde plc | +0.1% | +8.82% | Add |
| 20 | LOW | Lowe's Cos Inc | +0.1% | +11.90% | Add |
| 21 | GE | General Electric | +0.1% | +0.65% | Add |
| 22 | PGR | Progressive CORP | +0.1% | +4.75% | Add |
| 23 | ANETEUR | Arista Networks Inc | +0.1% | +22.50% | Add |
| 24 | COO | Cooper Cos Inc/the | +0.1% | NEW | New buy |
| 25 | DVN | Devon Energy CORP | +0.1% | +66.46% | Add |
| 26 | SMCIUSD | Super Micro Computer Inc | +0.1% | +3.15% | Add |
| 27 | GOOG | Alphabet Inc-cl C | 0% | +6.10% | Add |
| 28 | JPM | Jpmorgan Chase & Co | 0% | -1.66% | Trim |
| 29 | AMAT | Applied Materials Inc | 0% | -4.47% | Trim |
| 30 | IBM | Intl Business Machines CORP | 0% | +5.62% | Add |
| 31 | ABBV | Abbvie Inc | 0% | -1.01% | Trim |
| 32 | CDNS | Cadence Design Sys Inc | 0% | +7.66% | Add |
| 33 | SNPS | Synopsys Inc | 0% | +12.38% | Add |
| 34 | KEYS | Keysight Technologies In | 0% | +42.37% | Add |
| 35 | NFLX | Netflix Inc | 0% | -8.62% | Trim |
| 36 | ORCL | Oracle CORP | 0% | -2.56% | Trim |
| 37 | XOM | Exxon Mobil CORP | 0% | -1.14% | Trim |
| 38 | GOOGL | Alphabet Inc-cl A | — | +2.77% | Add |
| 39 | MA | Mastercard Inc - A | 0% | -3.48% | Trim |
| 40 | COO | The Cooper Companies, Inc. | -0.1% | EXIT | Sold out |
| 41 | CP | Canadian Pacific Kansas City | -0.1% | EXIT | Sold out |
| 42 | BA | Boeing Co/the | -0.1% | -8.23% | Trim |
| 43 | SPLKCHF | Splunk Inc | -0.1% | EXIT | Sold out |
| 44 | PLD | Prologis Inc | -0.1% | -8.26% | Trim |
| 45 | MCD | Mcdonald's CORP | -0.1% | -13.82% | Trim |
| 46 | PDD | Pdd Holdings Inc | -0.2% | -7.42% | Trim |
| 47 | UNH | Unitedhealth Group Inc | -0.3% | -6.98% | Trim |
| 48 | ADBE | Adobe Inc | -0.3% | -7.34% | Trim |
| 49 | TSLA | Tesla Inc | -0.5% | +7.41% | Add |
| 50 | AAPL | Apple Inc | -1.1% | -0.07% | Trim |
According to official SEC Form 13F filings, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC reported a total U.S. public equity portfolio value of $550.1B across 2520 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 10.3% of total reported equity market value during Q1 2024.
Top New Position Initiated
IEFA
市值: $4.2B
Top Position Liquidated / Trimmed
SPLKCHF
前期市值: $204.2M
During Q1 2024, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's top holdings by market value included MSFT (6.2%)、AAPL (4.6%)、NVDA (4.5%). The largest single position, MSFT, represented 6.2% of total portfolio value.
In Q1 2024, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 27 positions, trimming 17 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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