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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

3,050 positions · $458,905,806,426 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in EXE

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Shares Held

Position Value (USD)

19 quarters on record
Report Date Value (USD) Shares
2026-03-31 $304,162,392 2,770,654
2025-12-31 $299,429,077 2,713,203
2025-09-30 $295,379,916 2,780,308
2025-06-30 $332,211,799 2,840,874
2025-03-31 $341,708,199 3,069,603
2024-09-30 $37,594,495 457,076
2024-06-30 $32,705,616 397,927
2024-03-31 $37,630,782 423,627
2023-12-31 $32,905,233 427,674
2023-09-30 $42,501,728 492,888
2023-06-30 $36,515,102 436,366
2023-03-31 $33,181,267 436,366
2022-12-31 $41,134,369 435,884
2022-09-30 $29,994,010 318,374
2022-06-30 $27,950,705 344,645
2022-03-31 $30,824,361 354,303
2021-12-31 $23,352,365 361,940
2021-09-30 $4,491,326 72,923
2021-06-30 $3,536,737 68,119