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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 EQH

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $76,516,435 2,061,882
2025-12-31 $90,339,106 1,895,889
2025-09-30 $101,301,270 1,994,905
2025-06-30 $171,139,102 3,050,608
2025-03-31 $134,610,451 2,584,190
2024-12-31 $120,672,128 2,558,239
2024-09-30 $93,321,556 2,220,356
2024-06-30 $88,501,773 2,165,976
2024-03-31 $53,912,200 1,418,369
2023-12-31 $49,886,593 1,498,096
2023-09-30 $44,731,080 1,575,593
2023-06-30 $47,922,756 1,764,461
2023-03-31 $44,799,659 1,764,461
2022-12-31 $47,296,218 1,647,952
2022-09-30 $35,445,541 1,345,182
2022-06-30 $31,935,692 1,224,998
2022-03-31 $38,084,885 1,232,122
2021-12-31 $40,666,054 1,240,197
2021-09-30 $38,288,678 1,291,791
2021-06-30 $40,790,784 1,339,599
2021-03-31 $52,898,284 1,621,652
2020-12-31 $34,892,549 1,363,523
2020-09-30 $23,484,343 1,287,519
2020-06-30 $25,139,726 1,303,252
2020-03-31 $23,065,836 1,596,252