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CIK: 0000861177
Total reported value
$550.1B
$550.1B
2621 檔
18.4%
In Q2 2025, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's U.S. equity holdings reached a combined market value of $550.1B, distributed across 2621 disclosed stock positions.
In Q2 2025, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC displayed an active expansion posture, initiating 3 new positions and adding to 156 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2621 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.60% | -0.14% | +14.86% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.00% | -0.10% | +799.64% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.46% | -0.17% | +781.63% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 2.22% | +0.25% | +13.13% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.21% | -0.20% | +18.03% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.98% | +0.20% | +26.27% | |
| 7 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.59% | -0.04% | +5.24% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.39% | +0.03% | +20.68% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.24% | +0.22% | +16.14% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.19% | +0.11% | +15.75% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.17% | -0.02% | +7.83% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.00% | -0.54% | -84.06% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 0.94% | -0.09% | +14.66% | |
| 14 | NFLX | Netflix Inc | Stock-Comm Services | 0.85% | -0.28% | +4.14% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 0.81% | -0.07% | +22.26% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.74% | -0.07% | +4.99% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.73% | -0.09% | +30.31% | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 0.68% | -0.06% | +10.27% | |
| 19 | AMD | Advanced Micro Devices | Stock-Tech | 0.67% | +1.04% | +9.08% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.64% | -0.08% | -0.57% | |
| 21 | NOW | Servicenow Inc | Stock-Tech | 0.63% | -0.01% | +6.58% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.61% | -0.15% | +20.30% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.59% | -0.14% | +11.32% | |
| 24 | CRM | Salesforce Inc | Stock-Tech | 0.58% | -0.11% | +13.53% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 0.57% | +0.25% | +8.11% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | +0.01% | +14.33% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.54% | +0.07% | +15.67% | |
| 28 | INTU | Intuit Inc | Stock-Tech | 0.53% | -0.12% | +12.28% | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 0.53% | +0.01% | +2.26% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.53% | -0.03% | +19.03% | |
| 31 | GE | General Electric | Stock-Industrials | 0.51% | +0.09% | +28.05% | |
| 32 | ADBE | Adobe Inc | Stock-Tech | 0.48% | -0.06% | +13.22% | |
| 33 | UBS | UBS Group AG | Stock-Financials | 0.48% | — | -5.64% | |
| 34 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.48% | -0.06% | +3.13% | |
| 35 | LIN | Linde plc | Stock-Materials | 0.47% | -0.36% | +56.53% | |
| 36 | TXN | Texas Instruments Inc | Stock-Tech | 0.45% | +0.10% | +28.09% | |
| 37 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.42% | — | +31.09% | |
| 38 | ACN | Accenture plc | Stock-Tech | 0.42% | -0.24% | +12.58% | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.42% | -0.06% | +13.48% | |
| 40 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.41% | -0.16% | +28.38% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.41% | -0.14% | +34.56% | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.40% | -0.05% | +21.20% | |
| 43 | QCOM | Qualcomm Inc | Stock-Tech | 0.40% | +0.02% | +18.03% | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.39% | -0.07% | +26.26% | |
| 45 | PGR | Progressive CORP | Stock-Financials | 0.39% | +0.01% | +12.76% | |
| 46 | AXP | American Express Co | Stock-Financials | 0.38% | -0.02% | +15.58% | |
| 47 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.38% | -0.08% | +1.15% | |
| 48 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.37% | -0.08% | +20.56% | |
| 49 | SPGI | S&p Global Inc | Stock-Financials | 0.37% | -0.05% | +7.98% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | -0.29% | +19.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +4.2% | +799.64% | Add |
| 2 | AMZN | Amazon.com Inc | +3% | +781.63% | Add |
| 3 | NVDA | Nvidia CORP | +1.9% | +14.86% | Add |
| 4 | AVGO | Broadcom Inc | +0.7% | +13.13% | Add |
| 5 | META | Meta Platforms Inc-class A | +0.4% | +18.03% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | +26.27% | Add |
| 7 | PLD | Prologis Inc | +0.2% | +808.99% | Add |
| 8 | AMT | American Tower CORP | +0.2% | +601.64% | Add |
| 9 | ORCL | Oracle CORP | +0.2% | +10.27% | Add |
| 10 | PLTR | Palantir Technologies Inc-a | +0.2% | +28.38% | Add |
| 11 | NFLX | Netflix Inc | +0.1% | +4.14% | Add |
| 12 | GE | General Electric | +0.1% | +28.05% | Add |
| 13 | COF | Capital One Financial CORP | +0.1% | +66.09% | Add |
| 14 | TRV | Travelers Cos Inc/the | +0.1% | +389.89% | Add |
| 15 | AMRZ | Amrize Ltd | +0.1% | NEW | New buy |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | +20.68% | Add |
| 17 | AMD | Advanced Micro Devices | +0.1% | +9.08% | Add |
| 18 | MRVL | Marvell Technology Inc | +0.1% | +89.61% | Add |
| 19 | BKNG | Booking Holdings Inc | +0.1% | +31.09% | Add |
| 20 | ADI | Analog Devices Inc | +0.1% | +68.26% | Add |
| 21 | LIN | Linde plc | +0.1% | +56.53% | Add |
| 22 | SPOT | Spotify Technology S.A. | +0.1% | +33.98% | Add |
| 23 | GS | Goldman Sachs Group Inc | +0.1% | +20.58% | Add |
| 24 | INTU | Intuit Inc | +0.1% | +12.28% | Add |
| 25 | TXN | Texas Instruments Inc | +0.1% | +28.09% | Add |
| 26 | ANET | Arista Networks Inc | +0.1% | +25.55% | Add |
| 27 | SLB | Slb LTD | +0.1% | +720.29% | Add |
| 28 | NOW | Servicenow Inc | +0.1% | +6.58% | Add |
| 29 | LRCX | Lam Research CORP | +0.1% | +12.08% | Add |
| 30 | GEV | GE Vernova Inc | +0.1% | -7.02% | Trim |
| 31 | AXON | Axon Enterprise Inc | +0.1% | +28.86% | Add |
| 32 | HOOD | Robinhood Markets Inc - A | +0.1% | +33.10% | Add |
| 33 | AEP | American Electric Power | +0.1% | +1114.08% | Add |
| 34 | MU | Micron Technology Inc | 0% | +4.59% | Add |
| 35 | UBER | Uber Technologies Inc | 0% | +13.42% | Add |
| 36 | ETN | Eaton Corporation plc | 0% | +19.07% | Add |
| 37 | APH | Amphenol Corp-cl A | 0% | +7.05% | Add |
| 38 | JNJ | Johnson & Johnson | 0% | +25.50% | Add |
| 39 | SNOW | Snowflake Inc | 0% | +20.76% | Add |
| 40 | COIN | Coinbase Global Inc -class A | 0% | +18.21% | Add |
| 41 | TSLA | Tesla Inc | 0% | +5.24% | Add |
| 42 | AXP | American Express Co | 0% | +15.58% | Add |
| 43 | MELI | Mercadolibre Inc | 0% | +7.24% | Add |
| 44 | MS | Morgan Stanley | 0% | +15.93% | Add |
| 45 | TT | Trane Technologies plc | 0% | +14.86% | Add |
| 46 | CEG | Constellation Energy | 0% | +12.17% | Add |
| 47 | MSTR | Strategy Inc | 0% | +27.79% | Add |
| 48 | APP | Applovin Corp-class A | 0% | +29.05% | Add |
| 49 | FERG | Ferguson Enterprises Inc | 0% | +28.46% | Add |
| 50 | RCL | Royal Caribbean Cruises Ltd. | 0% | +16.29% | 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 2621 disclosed positions in Q2 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 NVDA, AAPL, AMZN) accounted for 18.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
AMRZ
市值: $611.6M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $355.9M
During Q2 2025, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's top holdings by market value included NVDA (7.6%)、AAPL (5.0%)、AMZN (3.5%). The largest single position, NVDA, represented 7.6% of total portfolio value.
In Q2 2025, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC made 200 total portfolio adjustments, initiating 3 new buys, adding to 156 positions, trimming 37 holdings, and fully liquidating 4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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