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

CIK
861177
City
NEW YORK
State / Country
NY

Top Portfolio Positions

3,057 positions · $462,638,919,368 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in DOCU

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $92,480,120 1,950,646
2025-12-31 $228,703,125 3,343,613
2025-09-30 $222,900,399 3,091,974
2025-06-30 $263,263,441 3,379,939
2025-03-31 $165,120,301 2,028,505
2024-12-31 $153,780,037 1,709,807
2024-09-30 $103,030,090 1,659,367
2024-06-30 $77,604,637 1,450,554
2024-03-31 $68,017,767 1,142,196
2023-12-31 $75,538,650 1,270,625
2023-09-30 $51,981,258 1,237,649
2023-06-30 $44,886,749 878,582
2023-03-31 $51,221,326 878,582
2022-12-31 $54,862,581 989,942
2022-09-30 $76,351,787 1,427,937
2022-06-30 $58,830,331 1,025,276
2022-03-31 $94,292,374 880,250
2021-12-31 $159,897,774 1,049,818
2021-09-30 $214,954,817 835,003
2021-06-30 $225,133,522 805,285
2021-03-31 $142,603,345 704,388
2020-12-31 $148,819,174 669,452
2020-09-30 $141,208,414 656,051
2020-06-30 $108,092,940 627,681
2020-03-31 $36,743,781 397,660