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 · $458,903,737,490 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
198,975,239 $34,701,281,677 7.56%
AAPL
Apple Inc.
Technology
105,510,753 $26,777,573,998 5.84%
MSFT
Microsoft Corp
Technology
63,832,188 $23,628,761,025 5.15%
AMZN
Amazon Com Inc
Consumer Cyclical
73,870,444 $15,384,997,367 3.35%
GOOGL
Alphabet Inc.
Communication Services
45,196,290 $12,996,645,147 2.83%
AVGO
Broadcom Inc.
Technology
39,039,932 $12,083,249,345 2.63%
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 BE

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Shares Held

Position Value (USD)

24 of 24 shown
Report Date Value (USD) Shares
2026-03-31 $100,860,645 744,414
2025-12-31 $62,637,343 720,881
2025-09-30 $35,188,980 416,093
2025-06-30 $4,365,471 182,503
2025-03-31 $16,343,845 831,325
2024-12-31 $19,312,056 869,521
2024-09-30 $35,706,883 3,381,334
2024-06-30 $43,206,180 3,529,917
2024-03-31 $5,894,175 524,393
2023-12-31 $8,359,822 564,853
2023-09-30 $6,706,598 505,777
2023-06-30 $7,749,308 473,964
2023-03-31 $9,446,098 473,964
2022-09-30 $7,800,812 390,236
2022-06-30 $4,938,266 299,289
2022-03-31 $6,968,527 288,552
2021-12-31 $45,829,398 2,089,804
2021-09-30 $37,780,382 2,018,183
2021-06-30 $54,438,832 2,026,008
2021-03-31 $51,890,500 1,918,318
2020-12-31 $7,939,335 277,018
2020-09-30 $4,978,012 277,018
2020-06-30 $2,755,719 253,283
2020-03-31 $297,754 56,932