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 LITE

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $279,432,832 397,622
2025-12-31 $108,010,505 293,037
2025-09-30 $23,931,548 147,081
2025-06-30 $36,791,637 387,036
2025-03-31 $14,303,785 229,448
2024-12-31 $18,173,660 216,482
2024-09-30 $11,692,213 184,478
2024-06-30 $9,134,127 179,382
2024-03-31 $5,167,728 109,139
2023-12-31 $5,721,063 109,139
2023-09-30 $5,258,000 116,379
2023-06-30 $4,638,017 81,756
2023-03-31 $1,597,668 29,581
2022-12-31 $5,753,774 110,289
2022-09-30 $8,146,935 118,812
2022-06-30 $11,247,139 141,616
2022-03-31 $11,824,235 121,150
2021-12-31 $12,559,339 118,742
2021-09-30 $9,922,294 118,773
2021-06-30 $10,135,376 123,557
2021-03-31 $10,856,121 118,841
2020-12-31 $15,231,133 160,666
2020-09-30 $12,070,834 160,666
2020-06-30 $7,225,772 88,736
2020-03-31 $6,331,124 85,904