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CIK: 0000861177
Total reported value
$550.1B
$550.1B
2654 檔
18.7%
At the close of Q4 2024, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC disclosed equity holdings valued at approximately $550.1B, spread across 2654 reported holdings.
In Q4 2024, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC displayed an active expansion posture, initiating 5 new positions and adding to 141 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2654 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.29% | -0.14% | +11.36% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.11% | -0.10% | +14.35% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.89% | -0.54% | +9.84% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.38% | -0.17% | +14.08% | |
| 5 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.31% | -0.04% | +0.65% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 1.86% | +0.25% | +1.72% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.74% | +0.20% | -2.64% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.64% | -0.20% | +2.39% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.51% | +0.03% | +2.31% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.28% | +0.22% | +15.85% | |
| 11 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.01% | +0.07% | +36.57% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 0.98% | +0.11% | +14.86% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.98% | -0.02% | +16.34% | |
| 14 | MA | Mastercard Inc - A | Stock-Financials | 0.86% | -0.09% | +11.49% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 0.77% | -0.07% | +5.50% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.70% | -0.08% | +6.80% | |
| 17 | CRM | Salesforce Inc | Stock-Tech | 0.68% | -0.11% | +7.48% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.07% | +1.46% | |
| 19 | NOW | Servicenow Inc | Stock-Tech | 0.66% | -0.01% | +3.42% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.64% | -0.09% | +15.84% | |
| 21 | AMD | Advanced Micro Devices | Stock-Tech | 0.60% | +1.04% | +9.91% | |
| 22 | NFLX | Netflix Inc | Stock-Comm Services | 0.56% | -0.28% | -3.51% | |
| 23 | ADBE | Adobe Inc | Stock-Tech | 0.55% | -0.06% | +12.66% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.55% | -0.14% | +11.36% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 0.54% | -0.06% | +20.48% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.52% | -0.15% | -6.83% | |
| 27 | UBS | UBS Group AG | Stock-Financials | 0.52% | — | -2.93% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 0.50% | +0.25% | +7.79% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.50% | -0.05% | +21.35% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | +0.01% | +18.50% | |
| 31 | ACN | Accenture plc | Stock-Tech | 0.50% | -0.24% | +9.93% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.46% | -0.02% | +12.73% | |
| 33 | INTU | Intuit Inc | Stock-Tech | 0.45% | -0.12% | +33.52% | |
| 34 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.44% | -0.06% | +21.78% | |
| 35 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.42% | -0.03% | -0.88% | |
| 36 | IBM | Intl Business Machines CORP | Stock-Tech | 0.42% | +0.01% | +9.78% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.40% | -0.07% | +3.82% | |
| 38 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.36% | -0.06% | +13.31% | |
| 39 | SPGI | S&p Global Inc | Stock-Financials | 0.36% | -0.05% | +13.19% | |
| 40 | TXN | Texas Instruments Inc | Stock-Tech | 0.35% | +0.10% | +3.71% | |
| 41 | QCOM | Qualcomm Inc | Stock-Tech | 0.35% | +0.02% | +17.04% | |
| 42 | AXP | American Express Co | Stock-Financials | 0.35% | -0.02% | +8.86% | |
| 43 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.34% | -0.08% | +12.75% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.34% | -0.14% | +11.16% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | -0.29% | -6.64% | |
| 46 | PGR | Progressive CORP | Stock-Financials | 0.33% | +0.01% | +18.07% | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.33% | +0.13% | +8.63% | |
| 48 | AMAT | Applied Materials Inc | Stock-Tech | 0.33% | +0.53% | -1.33% | |
| 49 | LIN | Linde plc | Stock-Materials | 0.33% | -0.36% | +2.20% | |
| 50 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.33% | — | -5.05% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +0.7% | +0.65% | Add |
| 2 | NVDA | Nvidia CORP | +0.7% | +11.36% | Add |
| 3 | AAPL | Apple Inc | +0.6% | +14.35% | Add |
| 4 | AMZN | Amazon.com Inc | +0.6% | +14.08% | Add |
| 5 | AVGO | Broadcom Inc | +0.4% | +1.72% | Add |
| 6 | BLK | Blackrock Inc | +0.3% | NEW | New buy |
| 7 | LRCX | Lam Research CORP | +0.2% | NEW | New buy |
| 8 | ANET | Arista Networks Inc | +0.2% | NEW | New buy |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | +16.34% | Add |
| 10 | V | Visa Inc-class A Shares | +0.2% | +14.86% | Add |
| 11 | CRM | Salesforce Inc | +0.1% | +7.48% | Add |
| 12 | DIS | Walt Disney Co/the | +0.1% | +21.78% | Add |
| 13 | PLTR | Palantir Technologies Inc-a | +0.1% | +3.38% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +2.31% | Add |
| 15 | INTU | Intuit Inc | +0.1% | +33.52% | Add |
| 16 | APTV | Aptiv PLC | +0.1% | NEW | New buy |
| 17 | UNH | Unitedhealth Group Inc | +0.1% | +36.57% | Add |
| 18 | NOW | Servicenow Inc | +0.1% | +3.42% | Add |
| 19 | WMT | Walmart Inc | +0.1% | +11.36% | Add |
| 20 | SPOT | Spotify Technology S.A. | +0.1% | +311.70% | Add |
| 21 | MA | Mastercard Inc - A | +0.1% | +11.49% | Add |
| 22 | MRVL | Marvell Technology Inc | +0.1% | +1.04% | Add |
| 23 | NFLX | Netflix Inc | +0.1% | -3.51% | Trim |
| 24 | BAC | Bank Of America CORP | +0.1% | +12.73% | Add |
| 25 | T | At&t Inc | +0.1% | +31.77% | Add |
| 26 | SCHW | Schwab (charles) CORP | +0.1% | +27.47% | Add |
| 27 | AGCO | Agco CORP | +0.1% | +534.72% | Add |
| 28 | APP | Applovin Corp-class A | +0.1% | +3.91% | Add |
| 29 | EXE | Expand Energy CORP | +0.1% | +425.20% | Add |
| 30 | CSCO | Cisco Systems Inc | 0% | +7.79% | Add |
| 31 | ORCL | Oracle CORP | 0% | +20.48% | Add |
| 32 | GS | Goldman Sachs Group Inc | 0% | +15.00% | Add |
| 33 | MS | Morgan Stanley | 0% | +8.94% | Add |
| 34 | BMY | Bristol-myers Squibb Co | 0% | +16.76% | Add |
| 35 | ADSK | Autodesk Inc | 0% | +27.99% | Add |
| 36 | C | Citigroup Inc | 0% | +16.77% | Add |
| 37 | COF | Capital One Financial CORP | 0% | +31.14% | Add |
| 38 | DASH | Doordash Inc - A | 0% | +46.65% | Add |
| 39 | ARE | Alexandria Real Estate Equit | 0% | +1038.42% | Add |
| 40 | CDNS | Cadence Design Sys Inc | 0% | +10.72% | Add |
| 41 | AXP | American Express Co | 0% | +8.86% | Add |
| 42 | GILD | Gilead Sciences Inc | 0% | +15.11% | Add |
| 43 | UNP | Union Pacific CORP | 0% | +35.24% | Add |
| 44 | WFC | Wells Fargo & Co | 0% | -3.51% | Trim |
| 45 | ADP | Automatic Data Processing | 0% | +16.44% | Add |
| 46 | BSX | Boston Scientific CORP | 0% | +18.72% | Add |
| 47 | BX | Blackstone Inc | 0% | +19.76% | Add |
| 48 | CRWD | Crowdstrike Holdings Inc - A | 0% | +15.63% | Add |
| 49 | PH | Parker Hannifin CORP | 0% | +44.28% | Add |
| 50 | FHN | First Horizon CORP | 0% | +496.33% | 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 2654 disclosed positions in Q4 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 NVDA, AAPL, MSFT) accounted for 18.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $1.1B
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $876.5M
During Q4 2024, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's top holdings by market value included NVDA (6.3%)、AAPL (6.1%)、MSFT (5.9%). The largest single position, NVDA, represented 6.3% of total portfolio value.
In Q4 2024, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC made 200 total portfolio adjustments, initiating 5 new buys, adding to 141 positions, trimming 47 holdings, and fully liquidating 7 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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