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CIK: 0000861177
Total reported value
$550.1B
$550.1B
2799 檔
15.3%
As reported in its official Q3 2024 Form 13F filing, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's tracked investment portfolio stood at $550.1B with 2799 total positions.
In Q3 2024, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC displayed an active expansion posture, initiating 6 new positions and adding to 151 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2799 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.03% | -0.54% | +4.05% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.63% | -0.14% | +3.75% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.48% | -0.10% | +1.94% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.77% | -0.17% | +3.55% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.72% | -0.20% | -7.74% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.72% | +0.20% | -10.76% | |
| 7 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.64% | -0.04% | +13.75% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.50% | +0.25% | +975.42% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.43% | +0.03% | +10.30% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.39% | +0.22% | +2.65% | |
| 11 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.95% | +0.07% | -0.44% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 0.84% | -0.07% | +5.38% | |
| 13 | AMD | Advanced Micro Devices | Stock-Tech | 0.82% | +1.04% | +8.74% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 0.82% | +0.11% | +1.08% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | -0.02% | +2.05% | |
| 16 | MA | Mastercard Inc - A | Stock-Financials | 0.80% | -0.09% | +1.03% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | -0.07% | -0.59% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.70% | -0.08% | +2.35% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.69% | -0.15% | -7.97% | |
| 20 | ADBE | Adobe Inc | Stock-Tech | 0.63% | -0.06% | +3.05% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.63% | -0.09% | +3.13% | |
| 22 | UBS | UBS Group AG | Stock-Financials | 0.60% | — | -14.93% | |
| 23 | NOW | Servicenow Inc | Stock-Tech | 0.59% | -0.01% | +4.58% | |
| 24 | CRM | Salesforce Inc | Stock-Tech | 0.57% | -0.11% | -5.00% | |
| 25 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.54% | -0.03% | -2.73% | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.52% | -0.05% | +1.77% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.52% | +0.01% | +6.08% | |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 0.51% | -0.28% | +0.90% | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 0.50% | -0.06% | +6.41% | |
| 30 | ACN | Accenture plc | Stock-Tech | 0.50% | -0.24% | +378.92% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | -0.14% | +0.99% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.48% | -0.07% | -0.90% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.46% | +0.25% | -1.99% | |
| 34 | AMAT | Applied Materials Inc | Stock-Tech | 0.46% | +0.53% | +3.73% | |
| 35 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 0.46% | -0.06% | +1374.30% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | -0.29% | -13.59% | |
| 37 | IBM | Intl Business Machines CORP | Stock-Tech | 0.42% | +0.01% | -2.97% | |
| 38 | TXN | Texas Instruments Inc | Stock-Tech | 0.41% | +0.10% | +1.63% | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.41% | -0.02% | +10.94% | |
| 40 | LIN | Linde plc | Stock-Materials | 0.40% | -0.36% | +372.83% | |
| 41 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.40% | -0.06% | -0.12% | |
| 42 | AMGN | Amgen Inc | Stock-Healthcare | 0.37% | — | +6.33% | |
| 43 | INTU | Intuit Inc | Stock-Tech | 0.37% | -0.12% | +3.95% | |
| 44 | QCOM | Qualcomm Inc | Stock-Tech | 0.37% | +0.02% | +6.34% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.36% | +0.13% | +1.81% | |
| 46 | DHR | Danaher CORP | Stock-Healthcare | 0.36% | -0.04% | +3.00% | |
| 47 | SPGI | S&p Global Inc | Stock-Financials | 0.36% | -0.05% | +1.06% | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.35% | -0.14% | -2.53% | |
| 49 | INTC | Intel CORP | Stock-Tech | 0.35% | +0.69% | +28.21% | |
| 50 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.34% | -0.02% | +0.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PDD | Pdd Holdings Inc | +0.4% | +1374.30% | Add |
| 2 | TSLA | Tesla Inc | +0.4% | +13.75% | Add |
| 3 | ACN | Accenture plc | +0.4% | +378.92% | Add |
| 4 | LIN | Linde plc | +0.3% | +372.83% | Add |
| 5 | PLD | Prologis Inc | +0.3% | +534.68% | Add |
| 6 | WELL | Welltower Inc | +0.2% | +638.01% | Add |
| 7 | EQIX | Equinix Inc | +0.2% | +302.72% | Add |
| 8 | DLR | Digital Realty Trust Inc | +0.2% | +501.70% | Add |
| 9 | NTES | Netease Inc-adr | +0.2% | +13747.95% | Add |
| 10 | MDT | Medtronic plc | +0.1% | +436.69% | Add |
| 11 | ETN | Eaton Corporation plc | +0.1% | +253.15% | Add |
| 12 | PSA | Public Storage | +0.1% | +732.88% | Add |
| 13 | SPG | Simon Property Group Inc | +0.1% | +617.48% | Add |
| 14 | O | Realty Income CORP | +0.1% | +765.15% | Add |
| 15 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +3180.13% | Add |
| 16 | NXPI | NXP Semiconductors N.V. | +0.1% | +387.44% | Add |
| 17 | CRH | CRH plc | +0.1% | +515.69% | Add |
| 18 | CCI | Crown Castle Inc | +0.1% | +433.82% | Add |
| 19 | HD | Home Depot Inc | +0.1% | +5.38% | Add |
| 20 | APTV | Aptiv PLC | +0.1% | +1390.61% | Add |
| 21 | JNJ | Johnson & Johnson | +0.1% | +514.93% | Add |
| 22 | AVB | Avalonbay Communities Inc | +0.1% | +678.94% | Add |
| 23 | IRM | Iron Mountain Inc | +0.1% | +537.00% | Add |
| 24 | EXR | Extra Space Storage Inc | +0.1% | +724.10% | Add |
| 25 | TEL | TE Connectivity plc | +0.1% | NEW | New buy |
| 26 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +799.18% | Add |
| 27 | AON | Aon plc | +0.1% | +334.92% | Add |
| 28 | FERG | Ferguson Enterprises Inc | +0.1% | NEW | New buy |
| 29 | EQR | Equity Residential | +0.1% | +806.37% | Add |
| 30 | VICI | Vici Properties Inc | +0.1% | +599.28% | Add |
| 31 | ORCL | Oracle CORP | +0.1% | +6.41% | Add |
| 32 | BMY | Bristol-myers Squibb Co | +0.1% | +18.68% | Add |
| 33 | ACGL | Arch Capital Group Ltd. | +0.1% | +245.12% | Add |
| 34 | AAPL | Apple Inc | +0.1% | +1.94% | Add |
| 35 | AVGO | Broadcom Inc | +0.1% | +975.42% | Add |
| 36 | ABBV | Abbvie Inc | +0.1% | +6.08% | Add |
| 37 | PGR | Progressive CORP | +0.1% | +6.98% | Add |
| 38 | VTR | Ventas Inc | +0.1% | +862.73% | Add |
| 39 | GEV | GE Vernova Inc | +0.1% | +34.10% | Add |
| 40 | BAP | Credicorp Ltd. | +0.1% | +782.66% | Add |
| 41 | HDB | Hdfc Bank Ltd-adr | +0.1% | +2092.84% | Add |
| 42 | CX | Cemex Sab-spons Adr Part Cer | +0.1% | NEW | New buy |
| 43 | INDA | Ishares Msci India ETF | +0.1% | NEW | New buy |
| 44 | SUI | Sun Communities Inc | +0.1% | +1061.38% | Add |
| 45 | NOW | Servicenow Inc | 0% | +4.58% | Add |
| 46 | IBM | Intl Business Machines CORP | 0% | -2.97% | Trim |
| 47 | GE | General Electric | 0% | +6.73% | Add |
| 48 | WTW | Willis Towers Watson Public Limited Company | 0% | +277.83% | Add |
| 49 | ESS | Essex Property Trust Inc | 0% | +732.90% | Add |
| 50 | SBAC | Sba Communications CORP | 0% | +377.60% | Add |
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 2799 disclosed positions in Q3 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, NVDA, AAPL) accounted for 15.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
TEL
市值: $298.1M
Top Position Liquidated / Trimmed
TEL
前期市值: $339.1M
During Q3 2024, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's top holdings by market value included MSFT (6.0%)、NVDA (5.6%)、AAPL (5.5%). The largest single position, MSFT, represented 6.0% of total portfolio value.
In Q3 2024, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC made 200 total portfolio adjustments, initiating 6 new buys, adding to 151 positions, trimming 40 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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