UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in AMAT — Applied Materials Inc /De
CIK 861177
NEW YORK, NY
Position in AMAT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,416,945,716
+$670,176,981 QoQ
Shares Held
9,997,208
-6.5% QoQ
Ownership
1.26%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 59.92944230029023.ToString("F0")%
Shared 0.ToString("F0")%
None 40.07055769970976.ToString("F0")%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $7,429,960,533 across 26 Semiconductor Equipment & Materials names. AMAT ranks #1 (46.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
9,997,208 | $3,416,945,716 | |
| 2 | LRCX |
Lam Research Corp
|
13,424,016 | $2,868,175,253 | |
| 3 | TER |
Teradyne, Inc
|
1,965,465 | $582,681,747 | |
| 4 | KLAC |
Kla Corp
|
1,105,007 | $162,702,330 | |
| 5 | Q |
Qnity Electronics, Inc.
|
1,298,607 | $149,833,270 | |
| 6 | ENTG |
Entegris Inc
|
677,297 | $79,406,296 | |
| 7 | ASML |
Asml Holding NV
|
31,357 | $41,417,265 | |
| 8 | ONTO |
Onto Innovation Inc.
|
147,982 | $30,346,663 |
All Filings in AMAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,416,945,716 | 9,997,208 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,746,768,735 | 10,688,232 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,869,170,344 | 9,129,483 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $233,031,082 | 1,272,907 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $178,534,894 | 1,230,257 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $1,422,019,636 | 8,743,895 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,790,553,555 | 8,861,933 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,016,177,726 | 8,543,488 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,359,018,985 | 6,589,822 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,118,029,192 | 6,898,434 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $828,029,293 | 5,980,710 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $826,132,529 | 5,715,598 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $702,046,896 | 5,715,598 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $615,820,500 | 6,323,891 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $533,962,382 | 6,517,300 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $633,333,062 | 6,961,234 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,063,280,153 | 8,067,376 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,163,788,919 | 7,395,710 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $728,303,743 | 5,657,607 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,001,164,981 | 7,030,653 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,009,894,820 | 7,559,093 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $518,139,500 | 6,003,934 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $246,757,564 | 4,150,674 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $242,523,097 | 4,011,962 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $178,475,676 | 3,895,148 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||