UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

CIK

861177

City

NEW YORK

State / Country

Stock

PFBC — Preferred Bank

Top Portfolio Positions

3,056 positions · $463,181,710,327 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	198,975,239	$34,701,281,677	7.49%
AAPL	Apple Inc. Technology	105,510,753	$26,777,573,998	5.78%
MSFT	Microsoft Corp Technology	63,832,188	$23,628,761,025	5.10%
AMZN	Amazon Com Inc Consumer Cyclical	73,870,444	$15,384,997,367	3.32%
GOOGL	Alphabet Inc. Communication Services	45,196,290	$12,996,645,147	2.81%
AVGO	Broadcom Inc. Technology	39,039,932	$12,083,249,345	2.61%
TSLA	Tesla, Inc. Consumer Cyclical	19,749,768	$7,341,976,247	1.59%
META	Meta Platforms, Inc. Communication Services	12,673,154	$7,250,691,590	1.57%
LLY	ELI LILLY & Co Healthcare	7,072,021	$6,504,632,749	1.40%
JPM	Jpmorgan Chase & Co Financial Services	18,698,779	$5,500,432,825	1.19%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,704,517	18,795	-7.5%	Shares	Defined	2026-05-13
2025-12-31	$1,918,250	20,314	+10.6%	Shares	Defined	2026-02-13
2025-09-30	$1,660,011	18,365	-49.0%	Shares	Sole	2025-11-14
2025-06-30	$3,119,348	36,041	+39.0%	Shares	Defined	2025-08-14
2025-03-31	$2,169,386	25,931	+19.1%	Shares	Defined	2025-05-19
2024-12-31	$1,880,750	21,773	-1.8%	Shares	Sole	2025-02-14
2024-09-30	$1,778,419	22,161	-4.8%	Shares	Defined	2024-11-14
2024-06-30	$1,757,254	23,278	+136.2%	Shares	Defined	2024-08-14
2024-03-31	$756,490	9,854	0.0%	Shares	Defined	2024-05-15
2023-12-31	$719,834	9,854	0.0%	Shares	Defined	2024-02-14
2023-09-30	$613,411	9,854	-23.3%	Shares	Defined	2023-11-13
2023-06-30	$706,400	12,846	0.0%	Shares	Defined	2023-08-11
2023-03-31	$704,088	12,846	+6.1%	Shares	Defined	2023-05-15
2022-12-31	$903,348	12,106	-17.4%	Shares	Defined	2023-02-14
2022-09-30	$956,465	14,663	-15.6%	Shares	Sole	2022-11-14
2022-06-30	$1,181,505	17,370	0.0%	Shares	Sole	2022-08-12
2022-03-31	$1,286,941	17,370	+27.9%	Shares	Sole	2022-05-16
2021-12-31	$974,907	13,580	0.0%	Shares	Sole	2022-02-14
2021-09-30	$905,513	13,580	0.0%	Shares	Sole	2021-11-15
2021-06-30	$859,205	13,580	-5.3%	Shares	Sole	2021-08-16
2021-03-31	$912,979	14,337	0.0%	Shares	Defined	2021-05-14
2020-12-31	$723,586	14,337	+13.1%	Shares	Defined	2021-03-01
2020-09-30	$407,151	12,676	-2.4%	Shares	Sole	2020-11-13
2020-06-30	$556,706	12,992	+5.1%	Shares	Sole	2020-08-14
2020-03-31	$417,946	12,358	—	Shares	Sole	2020-05-15
No 13F history on record for this holder in this stock.