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 · $457,779,741,593 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
198,975,239 $34,701,281,677 7.58%
AAPL
Apple Inc.
Technology
105,510,753 $26,777,573,998 5.85%
MSFT
Microsoft Corp
Technology
63,832,188 $23,628,761,025 5.16%
AMZN
Amazon Com Inc
Consumer Cyclical
73,870,444 $15,384,997,367 3.36%
GOOGL
Alphabet Inc.
Communication Services
45,196,290 $12,996,645,147 2.84%
AVGO
Broadcom Inc.
Technology
39,039,932 $12,083,249,345 2.64%
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 EXPD

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $280,725,350 1,959,962
2025-12-31 $278,395,527 1,868,301
2025-09-30 $231,431,894 1,887,853
2025-06-30 $25,865,742 226,396
2025-03-31 $272,613,720 2,267,058
2024-12-31 $269,050,797 2,428,914
2024-09-30 $315,484,693 2,400,949
2024-06-30 $267,444,679 2,143,158
2024-03-31 $264,079,455 2,172,242
2023-12-31 $274,360,728 2,156,924
2023-09-30 $244,203,848 2,130,366
2023-06-30 $249,765,694 2,061,964
2023-03-31 $227,063,471 2,061,964
2022-12-31 $208,561,200 2,006,940
2022-09-30 $156,187,266 1,768,625
2022-06-30 $158,977,818 1,631,211
2022-03-31 $192,576,608 1,866,776
2021-12-31 $239,426,574 1,782,907
2021-09-30 $212,477,998 1,783,581
2021-06-30 $240,028,278 1,895,958
2021-03-31 $217,750,576 2,022,013
2020-12-31 $167,820,929 1,764,493
2020-09-30 $159,721,906 1,764,493
2020-06-30 $127,380,078 1,675,172
2020-03-31 $100,384,443 1,504,563