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 ES

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $452,554,275 6,532,250
2025-12-31 $412,943,101 6,133,122
2025-09-30 $436,994,872 6,142,745
2025-06-30 $417,653,398 6,564,813
2025-03-31 $354,176,988 5,702,415
2024-12-31 $316,856,752 5,517,269
2024-09-30 $337,270,357 4,956,214
2024-06-30 $268,781,802 4,739,584
2024-03-31 $260,065,123 4,351,098
2023-12-31 $259,536,423 4,205,062
2023-09-30 $234,275,413 4,028,812
2023-06-30 $259,572,726 3,660,078
2023-03-31 $286,437,699 3,660,078
2022-12-31 $295,580,515 3,525,531
2022-09-30 $266,626,936 3,420,048
2022-06-30 $259,997,978 3,077,992
2022-03-31 $297,108,400 3,368,958
2021-12-31 $253,305,417 2,784,188
2021-09-30 $223,283,774 2,730,966
2021-06-30 $214,430,160 2,672,360
2021-03-31 $402,840,746 4,652,278
2020-12-31 $399,112,933 4,613,489
2020-09-30 $385,457,005 4,613,489
2020-06-30 $359,103,790 4,312,523
2020-03-31 $309,348,079 3,955,352