UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
About UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s 13F portfolio
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC is an institutional investment manager that discloses its US-listed holdings each quarter through an SEC Form 13F filing. As of , UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC reported $550.1B across 3,723 US-listed positions (). Its largest position is NVIDIA CORPORATION (NVDA) at 7.1% of the reported book, and its ten biggest holdings make up 33% of the portfolio. Browse every manager in the fund managers directory, or see the legendary investors we track on the superinvestors page.
| # | Stock | Price | % of portfolio | Shares | Value |
|---|---|---|---|---|---|
| 1 |  NASDAQ: NVDA NVIDIA CORPORATION | — — | 7.1% | 194.4M | $38.9B |
| 2 |  NASDAQ: AAPL APPLE INC | — — | 5.5% | 104.0M | $30.1B |
| 3 |  NASDAQ: MSFT MICROSOFT CORP | — — | 4.4% | 64.4M | $24.0B |
| 4 |  NASDAQ: AMZN AMAZON COM INC | — — | 3.0% | 69.9M | $16.7B |
| 5 |  NASDAQ: GOOGL ALPHABET INC | — — | 2.9% | 44.7M | $16.0B |
| 6 |  NASDAQ: AVGO BROADCOM INC | — — | 2.8% | 40.2M | $15.2B |
| 7 |  NASDAQ: MU MICRON TECHNOLOGY INC | — — | 1.9% | 8.9M | $10.3B |
| 8 |  NASDAQ: AMD ADVANCED MICRO DEVICES INC | — — | 1.9% | 17.5M | $10.2B |
| 9 |  NASDAQ: GOOG ALPHABET INC | — — | 1.9% | 28.8M | $10.2B |
| 10 |  NYSE: LLY ELI LILLY & CO | — — | 1.6% | 7.2M | $8.6B |
| 11 |  NASDAQ: TSLA TESLA INC | — — | 1.5% | 19.5M | $8.2B |
| 12 |  NASDAQ: META META PLATFORMS INC | — — | 1.3% | 12.8M | $7.2B |
| 13 |  NASDAQ: AMAT APPLIED MATLS INC | — — | 1.2% | 9.4M | $6.8B |
| 14 |  NASDAQ: INTC INTEL CORP | — — | 1.2% | 46.2M | $6.5B |
| 15 |  NYSE: JPM JPMORGAN CHASE & CO | — — | 1.1% | 18.8M | $6.2B |
| 16 |  NASDAQ: LRCX LAM RESEARCH CORP | — — | 1.0% | 12.5M | $5.4B |
| 17 |  NYSE: V VISA INC | — — | 1.0% | 15.7M | $5.4B |
| 18 |  NASDAQ: CSCO CISCO SYS INC | — — | 0.9% | 43.5M | $5.1B |
| 19 |  NYSE: JNJ JOHNSON & JOHNSON | — — | 0.9% | 18.4M | $4.7B |
| 20 |  BRK/B BERKSHIRE HATHAWAY INC DEL | — — | 0.8% | 8.9M | $4.5B |
| 21 |  NYSE: ABBV ABBVIE INC | — — | 0.7% | 14.3M | $3.6B |
| 22 |  NYSE: MA MASTERCARD INCORPORATED | — — | 0.7% | 7.0M | $3.6B |
| 23 |  NASDAQ: KLAC KLA CORP | — — | 0.6% | 11.7M | $3.5B |
| 24 |  NYSE: CAT CATERPILLAR INC | — — | 0.6% | 3.2M | $3.4B |
| 25 |  NYSE: HD HOME DEPOT INC | — — | 0.6% | 9.1M | $3.2B |
Showing 1–25 of 500 positions on this page — of 3,723 total reported in this 13F. Positions beyond the first 500 are not yet available on this page.
- Technology39%
- Financial Services9.5%
- Healthcare8.8%
- Consumer Cyclical8.6%
- Communication Services8.3%
- Industrials7.2%
- Consumer Defensive3.8%
- Real Estate2.4%
- Energy1.8%
- Utilities1.7%
- Basic Materials1.3%
- AddedMSFTMICROSOFT CORP+0.9%$24.0B
- AddedAVGOBROADCOM INC+2.9%$15.2B
- AddedLLYELI LILLY & CO+1.9%$8.6B
- AddedMETAMETA PLATFORMS INC+1.3%$7.2B
- AddedJPMJPMORGAN CHASE & CO+0.7%$6.2B
- AddedVVISA INC+13.0%$5.4B
- AddedCSCOCISCO SYS INC+2.7%$5.1B
- AddedBRK/BBERKSHIRE HATHAWAY INC DEL+0.7%$4.5B
- AddedABBVABBVIE INC+0.7%$3.6B
- AddedKLACKLA CORP+955%$3.5B
- ReducedNVDANVIDIA CORPORATION−2.3%$38.9B
- ReducedAAPLAPPLE INC−1.4%$30.1B
- ReducedAMZNAMAZON COM INC−5.3%$16.7B
- ReducedGOOGLALPHABET INC−1.1%$16.0B
- ReducedMUMICRON TECHNOLOGY INC−7.3%$10.3B
- ReducedAMDADVANCED MICRO DEVICES INC−8.6%$10.2B
- ReducedGOOGALPHABET INC−5.7%$10.2B
- ReducedTSLATESLA INC−1.1%$8.2B
- ReducedAMATAPPLIED MATLS INC−5.8%$6.8B
- ReducedINTCINTEL CORP−12.4%$6.5B
Reading UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s 13F portfolio
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s $550.1B 13F book is spread across 3,723 reported positions and is moderately diversified, the ten largest names accounting for 33%. There are meaningful positions at the top alongside a long tail of smaller holdings. Its five largest positions are NVDA, AAPL, MSFT, AMZN and GOOGL, led by NVIDIA CORPORATION (NVDA) at 7.1% of the portfolio. The heaviest sector exposure is Technology (39%), then Financial Services (10%).
What UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC changed last quarter
Between 2026-03-31 and Q2 2026, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC was a net seller: it opened 83 new positions and added to 999 more, while trimming 1,630 and closing 167 outright. Against a 3,723-name book, that is moderate turnover, pointing to steady rotation within the portfolio. Its largest new or increased position was MICROSOFT CORP (MSFT), and its biggest reduction was NVIDIA CORPORATION (NVDA).
What a 13F does and doesn’t reveal
A 13F captures only UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s long positions in US-listed stocks at a single quarter-end, so it is best read as a lagged snapshot rather than a live portfolio. It won’t show shorts, cash, bonds, or holdings listed outside the US, and it never reveals the price paid or the reasoning behind a trade. The signal is in the pattern over time: which names UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC is building up, trimming, or exiting, and how concentrated the book stays from quarter to quarter.
Frequently asked questions
What is an SEC 13F filing?
A Form 13F is a report that every institutional investment manager with at least $100 million in US-listed securities must file with the SEC within 45 days of each quarter's end. It lists the manager's long positions in US-listed stocks and certain options, with the share count and market value of each. UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's profile on this page is built directly from those filings.
How current is the 13F data on UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's page?
It reflects UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's most recently filed 13F, currently the quarter ending Q2 2026. Because managers have up to 45 days after a quarter closes to file, a 13F is always a slightly lagged view rather than a live portfolio. When UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC files its next quarterly report, this page refreshes automatically.
Can I see UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's complete list of holdings?
This page highlights UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's largest positions rather than all 3,723 names in the filing. The complete, position-by-position 13F is public and available from the SEC's EDGAR database under UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's filings.
Does a 13F show everything UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC owns?
No. A 13F only covers long positions in US-listed stocks and certain options. It leaves out short positions, cash, bonds, commodities, foreign-listed stocks, and private holdings, so it is a partial view of UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's book rather than its full strategy or total assets.
Is 13F data investment advice?
No. Everything here is educational. 13F positions are disclosed with a delay, cover only long US-listed holdings, and never explain why UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC made a trade or at what price. Treat it as a research lens, not a recommendation, and speak with a licensed financial advisor before making investment decisions.
Not investment advice. Holdings data comes from public SEC Form 13F filings, which are filed with a delay of up to 45 days and may be amended later. It describes historical, disclosed positions in US-listed securities only, meaning no shorts, cash, or foreign holdings, and it is not a recommendation. Always do your own research and speak with a licensed financial advisor before making investment decisions.