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

CIK

861177

City

NEW YORK

State / Country

Stock

DY — Dycom Industries Inc

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%

52 quarters · across all stocks

Compact Export CSV

25 of 25 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$21,625,859	63,827	+5.2%	Shares	Defined	2026-05-13
2025-12-31	$20,492,617	60,647	+3.3%	Shares	Defined	2026-02-13
2025-09-30	$17,126,308	58,700	-40.6%	Shares	Sole	2025-11-14
2025-06-30	$24,165,768	98,882	+41.8%	Shares	Defined	2025-08-14
2025-03-31	$10,622,055	69,726	+7.7%	Shares	Defined	2025-05-19
2024-12-31	$11,268,815	64,741	+22.3%	Shares	Defined	2025-02-14
2024-09-30	$10,435,063	52,943	-10.5%	Shares	Defined	2024-11-14
2024-06-30	$9,977,930	59,125	+66.8%	Shares	Defined	2024-08-14
2024-03-31	$5,086,988	35,442	-3.3%	Shares	Defined	2024-05-15
2023-12-31	$4,217,930	36,649	+10.4%	Shares	Defined	2024-02-14
2023-09-30	$2,953,376	33,184	+3.8%	Shares	Defined	2023-11-13
2023-06-30	$3,634,183	31,977	0.0%	Shares	Defined	2023-08-11
2023-03-31	$2,994,643	31,977	-13.0%	Shares	Defined	2023-05-15
2022-12-31	$3,440,641	36,759	+2.6%	Shares	Defined	2023-02-14
2022-09-30	$3,421,309	35,814	+564.9%	Shares	Defined	2022-11-14
2022-06-30	$501,113	5,386	-87.5%	Shares	Defined	2022-08-12
2022-03-31	$4,089,890	42,934	+0.5%	Shares	Defined	2022-05-16
2021-12-31	$4,005,800	42,724	-4.1%	Shares	Defined	2022-02-14
2021-09-30	$3,173,169	44,542	+2.0%	Shares	Defined	2021-11-15
2021-06-30	$3,254,498	43,667	+2.6%	Shares	Defined	2021-08-16
2021-03-31	$3,953,367	42,578	+21.3%	Shares	Defined	2021-05-14
2020-12-31	$2,650,676	35,099	0.0%	Shares	Defined	2021-02-17
2020-09-30	$1,853,929	35,099	-1.7%	Shares	Defined	2020-11-13
2020-06-30	$1,459,364	35,690	-2.6%	Shares	Defined	2020-08-14
2020-03-31	$939,944	36,645	—	Shares	Defined	2020-05-15
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