UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

CIK
861177
City
NEW YORK
State / Country
NY

Top Portfolio Positions

3,044 positions · $457,779,741,593 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
198,975,239 $34,701,281,677 7.58%
AAPL
Apple Inc.
Technology
105,510,753 $26,777,573,998 5.85%
MSFT
Microsoft Corp
Technology
63,832,188 $23,628,761,025 5.16%
AMZN
Amazon Com Inc
Consumer Cyclical
73,870,444 $15,384,997,367 3.36%
GOOGL
Alphabet Inc.
Communication Services
45,196,290 $12,996,645,147 2.84%
AVGO
Broadcom Inc.
Technology
39,039,932 $12,083,249,345 2.64%
TSLA
Tesla, Inc.
Consumer Cyclical
19,749,768 $7,341,976,247 1.60%
META
Meta Platforms, Inc.
Communication Services
12,673,154 $7,250,691,590 1.58%
LLY
ELI LILLY & Co
Healthcare
7,072,021 $6,504,632,749 1.42%
JPM
Jpmorgan Chase & Co
Financial Services
18,698,779 $5,500,432,825 1.20%

Portfolio Trend

52 quarters · across all stocks

Holdings in AEP

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $399,898,204 3,050,795
2025-12-31 $333,952,170 2,896,125
2025-09-30 $255,688,309 2,272,785
2025-06-30 $275,072,836 2,651,049
2025-03-31 $23,860,086 218,359
2024-12-31 $181,135,934 1,963,959
2024-09-30 $205,683,958 2,004,717
2024-06-30 $180,919,875 2,062,000
2024-03-31 $164,502,570 1,910,599
2023-12-31 $155,292,798 1,912,002
2023-09-30 $133,384,687 1,773,261
2023-06-30 $165,022,818 1,959,891
2023-03-31 $178,330,477 1,959,891
2022-12-31 $204,130,151 2,149,870
2022-09-30 $152,474,627 1,763,732
2022-06-30 $158,108,827 1,647,997
2022-03-31 $202,158,659 2,026,247
2021-12-31 $138,767,571 1,559,712
2021-09-30 $118,613,800 1,461,121
2021-06-30 $134,657,547 1,591,885
2021-03-31 $143,412,681 1,693,184
2020-12-31 $141,308,353 1,696,990
2020-09-30 $138,694,987 1,696,990
2020-06-30 $130,341,691 1,636,636
2020-03-31 $147,412,657 1,843,119