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CIK: 0000861177
Total reported value
$550.1B
$550.1B
2638 檔
12.0%
During the Q1 2025 filing period, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC (CIK: 0000861177) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $550.1B across 2638 reported positions.
In Q1 2025, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC displayed an active expansion posture, initiating 19 new positions and adding to 148 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2638 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.99% | -0.54% | +3.85% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.74% | -0.14% | +2.94% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.85% | -0.20% | +4.47% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.74% | +0.20% | +11.36% | |
| 5 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.56% | -0.04% | -4.12% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 1.51% | +0.25% | +2.45% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.43% | +0.22% | -4.34% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.28% | +0.03% | -6.05% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 1.28% | +0.11% | +7.17% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.16% | -0.02% | +5.07% | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 1.01% | -0.09% | +2.04% | |
| 12 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.00% | +0.07% | -13.38% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.97% | -0.07% | +13.90% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 0.84% | -0.07% | +5.63% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.78% | -0.08% | -1.75% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.76% | -0.10% | -87.23% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.75% | -0.09% | +6.26% | |
| 18 | NFLX | Netflix Inc | Stock-Comm Services | 0.72% | -0.28% | +11.02% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.69% | -0.15% | +5.90% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 0.69% | +0.01% | +5.91% | |
| 21 | CRM | Salesforce Inc | Stock-Tech | 0.64% | -0.11% | +6.93% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.60% | -0.14% | +3.12% | |
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 0.60% | +0.25% | +3.64% | |
| 24 | UBS | UBS Group AG | Stock-Financials | 0.59% | — | +1.85% | |
| 25 | NOW | Servicenow Inc | Stock-Tech | 0.58% | -0.01% | +7.09% | |
| 26 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.57% | -0.03% | +6.17% | |
| 27 | AMD | Advanced Micro Devices | Stock-Tech | 0.56% | +1.04% | -0.18% | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 0.55% | +0.01% | +6.47% | |
| 29 | ADBE | Adobe Inc | Stock-Tech | 0.54% | -0.06% | +2.37% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.50% | -0.06% | +0.43% | |
| 31 | ACN | Accenture plc | Stock-Tech | 0.49% | -0.24% | +2.10% | |
| 32 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.49% | -0.06% | +7.97% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.48% | -0.05% | -3.76% | |
| 34 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.47% | -0.06% | +9.74% | |
| 35 | INTU | Intuit Inc | Stock-Tech | 0.47% | -0.12% | -3.29% | |
| 36 | PGR | Progressive CORP | Stock-Financials | 0.46% | +0.01% | +6.63% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.44% | -0.07% | +1.84% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | -0.17% | -86.60% | |
| 39 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.43% | -0.08% | +20.06% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | -0.29% | +4.93% | |
| 41 | SPGI | S&p Global Inc | Stock-Financials | 0.41% | -0.05% | +3.74% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.41% | -0.14% | +2.46% | |
| 43 | QCOM | Qualcomm Inc | Stock-Tech | 0.41% | +0.02% | +6.56% | |
| 44 | T | At&t Inc | Stock-Comm Services | 0.40% | -0.12% | +3.34% | |
| 45 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.39% | -0.08% | +12.43% | |
| 46 | GE | General Electric | Stock-Industrials | 0.39% | +0.09% | +6.84% | |
| 47 | TXN | Texas Instruments Inc | Stock-Tech | 0.39% | +0.10% | +3.83% | |
| 48 | LIN | Linde plc | Stock-Materials | 0.38% | -0.36% | -5.78% | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.37% | — | -9.28% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.36% | -0.04% | +7.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +4.6% | +2.94% | Add |
| 2 | AVGO | Broadcom Inc | +1.2% | +2.45% | Add |
| 3 | MSFT | Microsoft CORP | +1% | +3.85% | Add |
| 4 | LLY | Eli Lilly & Co | +1% | -4.34% | Add |
| 5 | TSLA | Tesla Inc | +0.6% | -4.12% | Add |
| 6 | COST | Costco Wholesale CORP | +0.3% | -1.75% | Add |
| 7 | AMD | Advanced Micro Devices | +0.3% | -0.18% | Add |
| 8 | PGR | Progressive CORP | +0.3% | +6.63% | Add |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +13.90% | Add |
| 10 | NFLX | Netflix Inc | +0.3% | +11.02% | Add |
| 11 | V | Visa Inc-class A Shares | +0.3% | +7.17% | Add |
| 12 | IBM | Intl Business Machines CORP | +0.3% | +6.47% | Add |
| 13 | ALC | Alcon Inc. | +0.3% | -1.91% | Add |
| 14 | MA | Mastercard Inc - A | +0.2% | +2.04% | Add |
| 15 | WMT | Walmart Inc | +0.2% | +3.12% | Add |
| 16 | ISRG | Intuitive Surgical Inc | +0.2% | +20.06% | Add |
| 17 | PLTR | Palantir Technologies Inc-a | +0.2% | +10.78% | Add |
| 18 | JPM | Jpmorgan Chase & Co | +0.2% | +5.07% | Add |
| 19 | ORCL | Oracle CORP | +0.2% | +0.43% | Add |
| 20 | WELL | Welltower Inc | +0.2% | +6.97% | Add |
| 21 | IVV | Ishares Core S&p 500 ETF | +0.2% | +15.50% | Add |
| 22 | PANW | Palo Alto Networks Inc | +0.2% | +15.98% | Add |
| 23 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +52.62% | Add |
| 24 | NOW | Servicenow Inc | +0.2% | +7.09% | Add |
| 25 | SPGI | S&p Global Inc | +0.2% | +3.74% | Add |
| 26 | BSX | Boston Scientific CORP | +0.2% | +4.25% | Add |
| 27 | MCK | Mckesson CORP | +0.2% | +16.48% | Add |
| 28 | PG | Procter & Gamble Co/the | +0.2% | +6.26% | Add |
| 29 | ABBV | Abbvie Inc | +0.2% | +5.91% | Add |
| 30 | FISV | Fiserv Inc | +0.2% | -0.01% | Add |
| 31 | SPOT | Spotify Technology S.A. | +0.2% | +39.89% | Add |
| 32 | META | Meta Platforms Inc-class A | +0.1% | +4.47% | Add |
| 33 | GILD | Gilead Sciences Inc | +0.1% | +12.43% | Add |
| 34 | TJX | Tjx Companies Inc | +0.1% | -2.65% | Add |
| 35 | HD | Home Depot Inc | +0.1% | +5.63% | Add |
| 36 | PDD | Pdd Holdings Inc | +0.1% | +899.16% | Add |
| 37 | UBER | Uber Technologies Inc | +0.1% | +3.34% | Add |
| 38 | FICO | Fair Isaac CORP | +0.1% | +29.69% | Add |
| 39 | DASH | Doordash Inc - A | +0.1% | +7.20% | Add |
| 40 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +9.89% | Add |
| 41 | ELV | Elevance Health Inc | +0.1% | +13.78% | Add |
| 42 | AXP | American Express Co | +0.1% | +1.57% | Add |
| 43 | CDNS | Cadence Design Sys Inc | +0.1% | +7.08% | Add |
| 44 | SNPS | Synopsys Inc | +0.1% | +20.22% | Add |
| 45 | FTNT | Fortinet Inc | +0.1% | +17.13% | Add |
| 46 | UNH | Unitedhealth Group Inc | +0.1% | -13.38% | Add |
| 47 | CRM | Salesforce Inc | +0.1% | +6.93% | Add |
| 48 | MRK | Merck & Co. Inc. | +0.1% | -3.76% | Add |
| 49 | BMY | Bristol-myers Squibb Co | +0.1% | +1.59% | Add |
| 50 | BKNG | Booking Holdings Inc | +0.1% | -2.89% | 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 2638 disclosed positions in Q1 2025.
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, META) accounted for 12.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
UBS
市值: $2.3B
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $683.7M
During Q1 2025, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's top holdings by market value included MSFT (6.0%)、NVDA (5.7%)、META (1.9%). The largest single position, MSFT, represented 6.0% of total portfolio value.
In Q1 2025, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC made 200 total portfolio adjustments, initiating 19 new buys, adding to 148 positions, trimming 20 holdings, and fully liquidating 13 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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