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CIK: 0000861177
Total reported value
$550.1B
$550.1B
3807 檔
20.6%
At the close of Q1 2026, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC disclosed equity holdings valued at approximately $550.1B, spread across 3807 reported holdings.
In Q1 2026, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC displayed an active expansion posture, initiating 2 new positions and adding to 146 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3807 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.21% | -0.14% | +1.58% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.57% | -0.10% | +0.04% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.91% | -0.54% | +6.08% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.20% | -0.17% | +5.77% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.70% | +0.20% | +10.49% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.51% | +0.25% | +16.90% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.82% | +0.03% | -1.60% | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.53% | -0.04% | -2.28% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.51% | -0.20% | -3.16% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.35% | +0.22% | +8.81% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.14% | -0.02% | +14.00% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.00% | -0.15% | +13.62% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.88% | -0.07% | +11.28% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 0.87% | +0.11% | +8.97% | |
| 15 | AMD | Advanced Micro Devices | Stock-Tech | 0.81% | +1.04% | +3.02% | |
| 16 | MA | Mastercard Inc - A | Stock-Financials | 0.74% | -0.09% | +7.26% | |
| 17 | AMAT | Applied Materials Inc | Stock-Tech | 0.71% | +0.53% | -6.47% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 0.70% | -0.14% | +2.98% | |
| 19 | CSCO | Cisco Systems Inc | Stock-Tech | 0.68% | +0.25% | +17.99% | |
| 20 | NFLX | Netflix Inc | Stock-Comm Services | 0.68% | -0.28% | +5.90% | |
| 21 | MU | Micron Technology Inc | Stock-Tech | 0.67% | +1.20% | +8.45% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.65% | -0.07% | +17.76% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.64% | +0.01% | +9.57% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.60% | -0.08% | +5.46% | |
| 25 | LRCX | Lam Research CORP | Stock-Tech | 0.60% | +0.39% | +5.43% | |
| 26 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.57% | -0.03% | +14.00% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.29% | -1.07% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.55% | -0.09% | +3.74% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.51% | -0.05% | +5.05% | |
| 30 | INTC | Intel CORP | Stock-Tech | 0.48% | +0.69% | +16.47% | |
| 31 | CAT | Caterpillar Inc | Stock-Industrials | 0.48% | +0.13% | -7.81% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.47% | -0.02% | +7.05% | |
| 33 | LIN | Linde plc | Stock-Materials | 0.46% | -0.36% | +6.92% | |
| 34 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.45% | -0.02% | +21.74% | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.45% | -0.06% | +8.01% | |
| 36 | ADI | Analog Devices Inc | Stock-Tech | 0.44% | -0.02% | +41.31% | |
| 37 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.44% | -0.16% | +0.59% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.43% | -0.14% | +18.59% | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.42% | +0.07% | +2.65% | |
| 40 | GE | General Electric | Stock-Industrials | 0.40% | +0.09% | +6.97% | |
| 41 | PLD | Prologis Inc | Stock-Real Estate | 0.39% | -0.03% | +2592.33% | |
| 42 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.39% | -0.04% | +34.39% | |
| 43 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.38% | -0.08% | +1.53% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.38% | +0.01% | +4.16% | |
| 45 | MS | Morgan Stanley | Stock-Financials | 0.38% | +0.05% | +20.13% | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.38% | -0.06% | +1.32% | |
| 47 | TXN | Texas Instruments Inc | Stock-Tech | 0.38% | +0.10% | +23.41% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.36% | -0.07% | +11.23% | |
| 49 | WFC | Wells Fargo & Co | Stock-Financials | 0.36% | -0.04% | +4.33% | |
| 50 | AMGN | Amgen Inc | Stock-Healthcare | 0.35% | — | +3.93% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLD | Prologis Inc | +0.4% | +2592.33% | Add |
| 2 | WELL | Welltower Inc | +0.3% | +36257.01% | Add |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +898.72% | Add |
| 4 | JNJ | Johnson & Johnson | +0.2% | +13.62% | Add |
| 5 | PDD | Pdd Holdings Inc | +0.2% | +2189441.58% | Add |
| 6 | ADI | Analog Devices Inc | +0.2% | +41.31% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.2% | -1.07% | Trim |
| 8 | MU | Micron Technology Inc | +0.1% | +8.45% | Add |
| 9 | LRCX | Lam Research CORP | +0.1% | +5.43% | Add |
| 10 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +254.16% | Add |
| 11 | AMAT | Applied Materials Inc | +0.1% | -6.47% | Trim |
| 12 | INTC | Intel CORP | +0.1% | +16.47% | Add |
| 13 | GEV | GE Vernova Inc | +0.1% | +19.29% | Add |
| 14 | TJX | Tjx Companies Inc | +0.1% | +34.39% | Add |
| 15 | KO | Coca-cola Co/the | +0.1% | +14.00% | Add |
| 16 | CSCO | Cisco Systems Inc | +0.1% | +17.99% | Add |
| 17 | COST | Costco Wholesale CORP | +0.1% | +5.46% | Add |
| 18 | TXN | Texas Instruments Inc | +0.1% | +23.41% | Add |
| 19 | VONV | Vanguard Russell 1000 Value | +0.1% | +394.70% | Add |
| 20 | KLAC | Kla CORP | +0.1% | +14.14% | Add |
| 21 | VONG | Vanguard Russell 1000 Growth | +0.1% | +411.65% | Add |
| 22 | PSA | Public Storage | +0.1% | +224553.30% | Add |
| 23 | USIG | Ishares Broad Usd Investment | +0.1% | +268.37% | Add |
| 24 | LIN | Linde plc | +0.1% | +6.92% | Add |
| 25 | WMT | Walmart Inc | +0.1% | +2.98% | Add |
| 26 | ETN | Eaton Corporation plc | +0.1% | +27.02% | Add |
| 27 | MRK | Merck & Co. Inc. | +0.1% | +5.05% | Add |
| 28 | NEE | Nextera Energy Inc | +0.1% | +17.87% | Add |
| 29 | AVGO | Broadcom Inc | +0.1% | +16.90% | Add |
| 30 | RTX | Rtx CORP | +0.1% | +23.30% | Add |
| 31 | VZ | Verizon Communications Inc | +0.1% | +1.32% | Add |
| 32 | UNP | Union Pacific CORP | +0.1% | +32.70% | Add |
| 33 | MCD | Mcdonald's CORP | +0.1% | +18.59% | Add |
| 34 | HD | Home Depot Inc | +0.1% | +17.76% | Add |
| 35 | VO | Vanguard Mid-cap ETF | +0.1% | +232.79% | Add |
| 36 | T | At&t Inc | +0.1% | +7.75% | Add |
| 37 | GLW | Corning Inc | +0.1% | +8.21% | Add |
| 38 | CB | Chubb Limited | +0.1% | +33.81% | Add |
| 39 | GS | Goldman Sachs Group Inc | +0.1% | +21.74% | Add |
| 40 | WDC | Western Digital CORP | +0.1% | +3.32% | Add |
| 41 | COP | Conocophillips | +0.1% | +13.80% | Add |
| 42 | IEMG | Ishares Core Msci Emerging | +0.1% | +310.70% | Add |
| 43 | TER | Teradyne Inc | +0.1% | +25.25% | Add |
| 44 | PEP | Pepsico Inc | +0.1% | +11.23% | Add |
| 45 | CAT | Caterpillar Inc | +0.1% | -7.81% | Trim |
| 46 | CVX | Chevron CORP | +0.1% | -6.95% | Trim |
| 47 | MBB | Ishares Mbs ETF | +0.1% | +197.87% | Add |
| 48 | TT | Trane Technologies plc | +0.1% | +20.59% | Add |
| 49 | NFLX | Netflix Inc | +0.1% | +5.90% | Add |
| 50 | DE | Deere & Co | +0.1% | +9.98% | 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 3807 disclosed positions in Q1 2026.
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 20.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
AMCR
市值: $101.3M
Top Position Liquidated / Trimmed
CYBERARK SOFTWARE LTD. CMN
前期市值: $139.2M
During Q1 2026, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's top holdings by market value included NVDA (7.2%)、AAPL (5.6%)、MSFT (4.9%). The largest single position, NVDA, represented 7.2% of total portfolio value.
In Q1 2026, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC made 200 total portfolio adjustments, initiating 2 new buys, adding to 146 positions, trimming 51 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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