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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 ITRI

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $25,991,171 289,983
2025-12-31 $26,350,322 283,764
2025-09-30 $52,036,679 417,764
2025-06-30 $78,248,897 594,461
2025-03-31 $76,713,018 732,274
2024-12-31 $34,613,887 318,787
2024-09-30 $39,521,830 370,020
2024-06-30 $36,849,038 372,363
2024-03-31 $5,906,753 63,843
2023-12-31 $4,287,757 56,784
2023-09-30 $3,403,139 56,176
2023-06-30 $3,868,956 53,661
2023-03-31 $2,975,499 53,661
2022-12-31 $2,607,409 51,479
2022-09-30 $2,172,073 51,581
2022-06-30 $2,989,920 60,488
2022-03-31 $3,174,020 60,251
2021-12-31 $3,775,792 55,105
2021-09-30 $30,888,878 408,421
2021-06-30 $40,741,448 407,496
2021-03-31 $50,800,968 573,051
2020-12-31 $84,076,102 876,706
2020-09-30 $35,628,199 586,569
2020-06-30 $38,293,823 578,020
2020-03-31 $32,134,404 575,576