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CIK: 0000861177
Total reported value
$550.1B
$550.1B
2271 檔
22.0%
The Q3 2025 SEC filing reveals that UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC held a total portfolio value of $550.1B, covering 2271 public equity positions.
In Q3 2025, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC adopted a defensive or profit-taking posture, trimming 130 positions and completely liquidating 17 holdings to manage risk exposure.
Showing top 200 holdings (of 2271 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.96% | -0.14% | -17.33% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.70% | -0.54% | +499.95% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.82% | -0.10% | -12.47% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.30% | -0.17% | -11.13% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.55% | +0.25% | -10.60% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.29% | +0.20% | -21.82% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.92% | -0.20% | -18.49% | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.91% | -0.04% | -20.03% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.58% | +0.03% | -22.87% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.14% | -0.02% | -16.35% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.07% | +0.22% | -18.28% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 0.95% | +0.11% | -22.64% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 0.82% | -0.09% | -19.31% | |
| 14 | ORCL | Oracle CORP | Stock-Tech | 0.75% | -0.06% | -19.40% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.07% | -12.51% | |
| 16 | NFLX | Netflix Inc | Stock-Comm Services | 0.71% | -0.28% | -12.32% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 0.69% | -0.07% | -27.91% | |
| 18 | AMD | Advanced Micro Devices | Stock-Tech | 0.66% | +1.04% | -19.11% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.64% | -0.15% | -19.19% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.64% | -0.09% | -14.86% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | -0.14% | -4.55% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.63% | +0.01% | -13.84% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.62% | -0.08% | -4.46% | |
| 24 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.61% | -0.16% | +3.48% | |
| 25 | NOW | Servicenow Inc | Stock-Tech | 0.54% | -0.01% | -10.60% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 0.53% | +0.25% | -12.17% | |
| 27 | BAC | Bank Of America CORP | Stock-Financials | 0.52% | -0.02% | +640.53% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.52% | +0.07% | -20.11% | |
| 29 | INTU | Intuit Inc | Stock-Tech | 0.49% | -0.12% | +0.04% | |
| 30 | UNP | Union Pacific CORP | Stock-Industrials | 0.47% | -0.01% | +72.65% | |
| 31 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.44% | -0.06% | -8.29% | |
| 32 | CRM | Salesforce Inc | Stock-Tech | 0.44% | -0.11% | -19.58% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.42% | +0.13% | -3.54% | |
| 34 | GE | General Electric | Stock-Industrials | 0.42% | +0.09% | -34.19% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.41% | +0.01% | -23.43% | |
| 36 | AMAT | Applied Materials Inc | Stock-Tech | 0.41% | +0.53% | +617.22% | |
| 37 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.40% | -0.02% | -7.57% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.40% | -0.03% | -25.10% | |
| 39 | ADBE | Adobe Inc | Stock-Tech | 0.40% | -0.06% | -16.47% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.38% | -0.07% | -13.79% | |
| 41 | LRCX | Lam Research CORP | Stock-Tech | 0.37% | +0.39% | -15.02% | |
| 42 | QCOM | Qualcomm Inc | Stock-Tech | 0.37% | +0.02% | -17.21% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.36% | -0.05% | -21.42% | |
| 44 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.35% | -0.06% | -22.34% | |
| 45 | MU | Micron Technology Inc | Stock-Tech | 0.35% | +1.20% | -6.30% | |
| 46 | INTC | Intel CORP | Stock-Tech | 0.35% | +0.69% | -25.44% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.34% | -0.14% | -25.21% | |
| 48 | AXP | American Express Co | Stock-Financials | 0.34% | -0.02% | -19.77% | |
| 49 | LIN | Linde plc | Stock-Materials | 0.34% | -0.36% | -33.51% | |
| 50 | WFC | Wells Fargo & Co | Stock-Financials | 0.33% | -0.04% | -12.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +5.1% | -12.47% | Add |
| 2 | AMZN | Amazon.com Inc | +2.9% | -11.13% | Add |
| 3 | NVDA | Nvidia CORP | +2.2% | -17.33% | Trim |
| 4 | AVGO | Broadcom Inc | +1% | -10.60% | Add |
| 5 | MSFT | Microsoft CORP | +0.7% | +499.95% | Trim |
| 6 | GOOGL | Alphabet Inc-cl A | +0.6% | -21.82% | Trim |
| 7 | BAC | Bank Of America CORP | +0.5% | +640.53% | Add |
| 8 | PLTR | Palantir Technologies Inc-a | +0.4% | +3.48% | Add |
| 9 | AMAT | Applied Materials Inc | +0.4% | +617.22% | Add |
| 10 | TSLA | Tesla Inc | +0.4% | -20.03% | Trim |
| 11 | GOOG | Alphabet Inc-cl C | +0.3% | -22.87% | Trim |
| 12 | ORCL | Oracle CORP | +0.3% | -19.40% | Trim |
| 13 | PLD | Prologis Inc | +0.2% | -15.90% | Add |
| 14 | UNP | Union Pacific CORP | +0.2% | +72.65% | Add |
| 15 | NTES | Netease Inc-adr | +0.1% | +68860.62% | Add |
| 16 | APP | Applovin Corp-class A | +0.1% | -11.73% | Add |
| 17 | AMT | American Tower CORP | +0.1% | -20.44% | Add |
| 18 | MU | Micron Technology Inc | +0.1% | -6.30% | Trim |
| 19 | LRCX | Lam Research CORP | +0.1% | -15.02% | Trim |
| 20 | ANET | Arista Networks Inc | +0.1% | -15.35% | Add |
| 21 | GS | Goldman Sachs Group Inc | +0.1% | -7.57% | Add |
| 22 | COF | Capital One Financial CORP | +0.1% | -11.60% | Add |
| 23 | AMD | Advanced Micro Devices | +0.1% | -19.11% | Trim |
| 24 | TRV | Travelers Cos Inc/the | +0.1% | -23.72% | Add |
| 25 | HOOD | Robinhood Markets Inc - A | +0.1% | -10.61% | Add |
| 26 | GEV | GE Vernova Inc | +0.1% | -6.99% | Trim |
| 27 | META | Meta Platforms Inc-class A | +0.1% | -18.49% | Trim |
| 28 | ADI | Analog Devices Inc | +0.1% | -16.99% | Add |
| 29 | APH | Amphenol Corp-cl A | +0.1% | -13.86% | Trim |
| 30 | WDAY | Workday Inc-class A | +0.1% | +41.51% | Add |
| 31 | CAT | Caterpillar Inc | +0.1% | -3.54% | Trim |
| 32 | IRM | Iron Mountain Inc | +0.1% | +597.88% | Add |
| 33 | AWK | American Water Works Co Inc | +0.1% | +383.03% | Add |
| 34 | MRVL | Marvell Technology Inc | +0.1% | -37.21% | Add |
| 35 | AEP | American Electric Power | +0.1% | -14.27% | Add |
| 36 | WMT | Walmart Inc | 0% | -4.55% | Add |
| 37 | UBER | Uber Technologies Inc | 0% | -9.00% | Add |
| 38 | KLAC | Kla CORP | 0% | -14.87% | Trim |
| 39 | JNJ | Johnson & Johnson | 0% | -10.86% | Add |
| 40 | NEM | Newmont CORP | 0% | -23.07% | Trim |
| 41 | SNOW | Snowflake Inc | 0% | -6.26% | Add |
| 42 | STX | Seagate Technology Holdings plc | 0% | -18.88% | Trim |
| 43 | RBLX | Roblox CORP -class A | 0% | -15.15% | Add |
| 44 | WDC | Western Digital CORP | 0% | -17.26% | Trim |
| 45 | GE | General Electric | 0% | -34.19% | Trim |
| 46 | C | Citigroup Inc | 0% | -15.99% | Trim |
| 47 | ETN | Eaton Corporation plc | 0% | -14.18% | Add |
| 48 | WBD | Warner Bros Discovery Inc | 0% | -5.43% | Add |
| 49 | EA | Electronic Arts Inc | 0% | -6.14% | Add |
| 50 | NET | Cloudflare Inc - Class A | 0% | -12.62% | 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 2271 disclosed positions in Q3 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, MSFT, AAPL) accounted for 22.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
EMBJ
市值: $248.6M
Top Position Liquidated / Trimmed
PDD
前期市值: $1.1B
During Q3 2025, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's top holdings by market value included NVDA (8.0%)、MSFT (6.7%)、AAPL (5.8%). The largest single position, NVDA, represented 8.0% of total portfolio value.
In Q3 2025, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC made 200 total portfolio adjustments, initiating 1 new buys, adding to 52 positions, trimming 130 holdings, and fully liquidating 17 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.
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