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

CIK

861177

City

NEW YORK

State / Country

Stock

APPF — Appfolio Inc

Top Portfolio Positions

3,057 positions · $462,638,919,368 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	198,975,239	$34,701,281,677	7.50%
AAPL	Apple Inc. Technology	105,510,753	$26,777,573,998	5.79%
MSFT	Microsoft Corp Technology	63,832,188	$23,628,761,025	5.11%
AMZN	Amazon Com Inc Consumer Cyclical	73,870,444	$15,384,997,367	3.33%
GOOGL	Alphabet Inc. Communication Services	45,196,290	$12,996,645,147	2.81%
AVGO	Broadcom Inc. Technology	39,039,932	$12,083,249,345	2.61%
TSLA	Tesla, Inc. Consumer Cyclical	19,749,768	$7,341,976,247	1.59%
META	Meta Platforms, Inc. Communication Services	12,673,154	$7,250,691,590	1.57%
LLY	ELI LILLY & Co Healthcare	7,072,021	$6,504,632,749	1.41%
JPM	Jpmorgan Chase & Co Financial Services	18,698,779	$5,500,432,825	1.19%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,118,520	57,778	+0.0%	Shares	Defined	2026-05-13
2025-12-31	$13,439,488	57,767	+2.3%	Shares	Defined	2026-02-13
2025-09-30	$15,568,447	56,477	-40.2%	Shares	Other	2025-11-14
2025-06-30	$21,752,014	94,459	+29.9%	Shares	Defined	2025-08-14
2025-03-31	$15,992,222	72,725	-38.5%	Shares	Defined	2025-05-19
2024-12-31	$29,166,986	118,219	+0.4%	Shares	Defined	2025-02-14
2024-09-30	$27,710,579	117,717	+0.7%	Shares	Defined	2024-11-14
2024-06-30	$28,584,359	116,876	+38.3%	Shares	Defined	2024-08-14
2024-03-31	$20,851,501	84,508	+5.2%	Shares	Defined	2024-05-15
2023-12-31	$13,920,869	80,356	+333.9%	Shares	Defined	2024-02-14
2023-09-30	$3,382,488	18,521	-6.2%	Shares	Defined	2023-11-13
2023-06-30	$3,399,075	19,746	0.0%	Shares	Sole	2023-08-11
2023-03-31	$2,457,979	19,746	+6.7%	Shares	Defined	2023-05-15
2022-12-31	$1,950,267	18,507	+10.5%	Shares	Defined	2023-02-14
2022-09-30	$1,753,220	16,742	-19.1%	Shares	Defined	2022-11-14
2022-06-30	$1,875,974	20,697	+2.5%	Shares	Defined	2022-08-12
2022-03-31	$2,286,500	20,197	0.0%	Shares	Defined	2022-05-16
2021-12-31	$2,445,047	20,197	+1.9%	Shares	Defined	2022-02-14
2021-09-30	$2,385,603	19,814	0.0%	Shares	Defined	2021-11-15
2021-06-30	$2,797,735	19,814	+7.9%	Shares	Defined	2021-08-16
2021-03-31	$2,597,842	18,371	0.0%	Shares	Defined	2021-05-14
2020-12-31	$3,307,514	18,371	+1.6%	Shares	Defined	2021-03-01
2020-09-30	$2,565,342	18,090	+30.6%	Shares	Defined	2020-11-13
2020-06-30	$2,254,509	13,856	+22.2%	Shares	Defined	2020-08-14
2020-03-31	$1,257,728	11,336	—	Shares	Defined	2020-05-15
No 13F history on record for this holder in this stock.