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CIK: 0000861177
Total reported value
$550.1B
$550.1B
3285 檔
22.4%
During the Q4 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 3285 reported positions.
In Q4 2025, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC displayed an active expansion posture, initiating 20 new positions and adding to 92 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3285 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.72% | -0.14% | -0.25% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.15% | -0.54% | +1.06% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.06% | -0.10% | +0.18% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.41% | -0.17% | +0.86% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.71% | +0.20% | -5.53% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.44% | +0.25% | -6.32% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.06% | +0.03% | +4.10% | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.92% | -0.04% | +2.08% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.83% | -0.20% | +8.44% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.48% | +0.22% | +1.03% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.12% | -0.02% | -1.40% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 0.95% | +0.11% | -0.15% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.84% | -0.07% | +21.11% | |
| 14 | AMD | Advanced Micro Devices | Stock-Tech | 0.84% | +1.04% | -1.17% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 0.80% | -0.09% | -0.38% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.76% | -0.15% | +8.66% | |
| 17 | NFLX | Netflix Inc | Stock-Comm Services | 0.63% | -0.28% | +1064.28% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 0.62% | +0.01% | +2.73% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 0.62% | -0.14% | -7.41% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 0.58% | -0.07% | +1.94% | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 0.58% | +0.25% | -0.09% | |
| 22 | AMAT | Applied Materials Inc | Stock-Tech | 0.58% | +0.53% | +17.07% | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 0.56% | -0.06% | +9.22% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.54% | -0.09% | -7.90% | |
| 25 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.53% | -0.16% | -8.21% | |
| 26 | MU | Micron Technology Inc | Stock-Tech | 0.53% | +1.20% | -8.78% | |
| 27 | BAC | Bank Of America CORP | Stock-Financials | 0.51% | -0.02% | -6.22% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.51% | +0.07% | +5.42% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.50% | -0.08% | -10.06% | |
| 30 | CRM | Salesforce Inc | Stock-Tech | 0.47% | -0.11% | -0.69% | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.47% | -0.03% | +15.28% | |
| 32 | LRCX | Lam Research CORP | Stock-Tech | 0.46% | +0.39% | -0.08% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.46% | +0.01% | +7.44% | |
| 34 | NOW | Servicenow Inc | Stock-Tech | 0.45% | -0.01% | +416.96% | |
| 35 | INTU | Intuit Inc | Stock-Tech | 0.44% | -0.12% | -5.72% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.43% | -0.05% | -1.60% | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.43% | +0.13% | -13.11% | |
| 38 | QCOM | Qualcomm Inc | Stock-Tech | 0.42% | +0.02% | +13.85% | |
| 39 | GE | General Electric | Stock-Industrials | 0.42% | +0.09% | -1.38% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | -0.29% | +18.22% | |
| 41 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.41% | -0.06% | -3.38% | |
| 42 | WFC | Wells Fargo & Co | Stock-Financials | 0.41% | -0.04% | +12.98% | |
| 43 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.39% | -0.02% | -10.21% | |
| 44 | LIN | Linde plc | Stock-Materials | 0.38% | -0.36% | +27.68% | |
| 45 | ADBE | Adobe Inc | Stock-Tech | 0.38% | -0.06% | -1.71% | |
| 46 | AXP | American Express Co | Stock-Financials | 0.38% | -0.02% | +1.76% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.36% | -0.14% | +7.43% | |
| 48 | INTC | Intel CORP | Stock-Tech | 0.35% | +0.69% | -5.12% | |
| 49 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.35% | -0.08% | -7.19% | |
| 50 | COF | Capital One Financial CORP | Stock-Financials | 0.35% | -0.02% | -0.82% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.5% | +4.10% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | -5.53% | Trim |
| 3 | LLY | Eli Lilly & Co | +0.4% | +1.03% | Add |
| 4 | AAPL | Apple Inc | +0.2% | +0.18% | Add |
| 5 | AMD | Advanced Micro Devices | +0.2% | -1.17% | Trim |
| 6 | MU | Micron Technology Inc | +0.2% | -8.78% | Trim |
| 7 | AMAT | Applied Materials Inc | +0.2% | +17.07% | Add |
| 8 | SPOT | Spotify Technology S.A. | +0.1% | +1382.32% | Add |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +21.11% | Add |
| 10 | JNJ | Johnson & Johnson | +0.1% | +8.66% | Add |
| 11 | NXPI | NXP Semiconductors N.V. | +0.1% | +34719.37% | Add |
| 12 | AMZN | Amazon.com Inc | +0.1% | +0.86% | Add |
| 13 | LRCX | Lam Research CORP | +0.1% | -0.08% | Trim |
| 14 | XOM | Exxon Mobil CORP | +0.1% | +18.22% | Add |
| 15 | WFC | Wells Fargo & Co | +0.1% | +12.98% | Add |
| 16 | VTR | Ventas Inc | +0.1% | +32509.26% | Add |
| 17 | KO | Coca-cola Co/the | +0.1% | +15.28% | Add |
| 18 | MRK | Merck & Co. Inc. | +0.1% | -1.60% | Trim |
| 19 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | +25747.37% | Add |
| 20 | AVB | Avalonbay Communities Inc | +0.1% | +15065.64% | Add |
| 21 | VICI | Vici Properties Inc | +0.1% | +31134.92% | Add |
| 22 | CSCO | Cisco Systems Inc | +0.1% | -0.09% | Trim |
| 23 | QCOM | Qualcomm Inc | +0.1% | +13.85% | Add |
| 24 | RTX | Rtx CORP | +0.1% | +16.09% | Add |
| 25 | GM | General Motors Co | +0.1% | +20.99% | Add |
| 26 | IBM | Intl Business Machines CORP | +0.1% | +7.44% | Add |
| 27 | TMO | Thermo Fisher Scientific Inc | +0.1% | +0.57% | Add |
| 28 | CHKP | Check Point Software Technologies Ltd. | +0.1% | +26561.60% | Add |
| 29 | ISRG | Intuitive Surgical Inc | 0% | -7.19% | Trim |
| 30 | VRTX | Vertex Pharmaceuticals Inc | 0% | +3.94% | Add |
| 31 | LIN | Linde plc | 0% | +27.68% | Add |
| 32 | AMGN | Amgen Inc | 0% | +1.20% | Add |
| 33 | AXP | American Express Co | 0% | +1.76% | Add |
| 34 | SUI | Sun Communities Inc | 0% | +37933.08% | Add |
| 35 | CRM | Salesforce Inc | 0% | -0.69% | Trim |
| 36 | COF | Capital One Financial CORP | 0% | -0.82% | Trim |
| 37 | MS | Morgan Stanley | 0% | +0.92% | Add |
| 38 | BMY | Bristol-myers Squibb Co | 0% | -1.61% | Trim |
| 39 | JKHY | Jack Henry & Associates Inc | 0% | +160.18% | Add |
| 40 | WDC | Western Digital CORP | 0% | +6.01% | Add |
| 41 | MAR | Marriott International -cl A | 0% | +37.85% | Add |
| 42 | FLEX | Flex Ltd. | 0% | +694916.32% | Add |
| 43 | REGN | Regeneron Pharmaceuticals | 0% | +0.14% | Add |
| 44 | WRB | Wr Berkley CORP | 0% | +35572.54% | Add |
| 45 | GILD | Gilead Sciences Inc | 0% | +0.09% | Add |
| 46 | WPC | Wp Carey Inc | 0% | +31629.03% | Add |
| 47 | ✓ | Cyberark Software LTD. Cmn | 0% | +26818.90% | Add |
| 48 | PH | Parker Hannifin CORP | 0% | +3.79% | Add |
| 49 | SHW | Sherwin-williams Co/the | 0% | +33.96% | Add |
| 50 | BXP | Bxp Inc | 0% | +32286.68% | 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 3285 disclosed positions in Q4 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 22.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
CB
市值: $795.4M
Top Position Liquidated / Trimmed
KEL
前期市值: $210.9M
During Q4 2025, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's top holdings by market value included NVDA (7.7%)、MSFT (6.2%)、AAPL (6.1%). The largest single position, NVDA, represented 7.7% of total portfolio value.
In Q4 2025, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC made 200 total portfolio adjustments, initiating 20 new buys, adding to 92 positions, trimming 87 holdings, and fully liquidating 1 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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