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

CIK

861177

City

NEW YORK

State / Country

Stock

SF — Stifel Financial Corp

Top Portfolio Positions

3,044 positions · $458,903,737,490 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	198,975,239	$34,701,281,677	7.56%
AAPL	Apple Inc. Technology	105,510,753	$26,777,573,998	5.84%
MSFT	Microsoft Corp Technology	63,832,188	$23,628,761,025	5.15%
AMZN	Amazon Com Inc Consumer Cyclical	73,870,444	$15,384,997,367	3.35%
GOOGL	Alphabet Inc. Communication Services	45,196,290	$12,996,645,147	2.83%
AVGO	Broadcom Inc. Technology	39,039,932	$12,083,249,345	2.63%
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%

52 quarters · across all stocks

Compact Export CSV

25 of 25 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$30,321,242	410,190	+56.9%	Shares	Defined	2026-05-13
2025-12-31	$21,829,765	261,497	-2.9%	Shares	Defined	2026-02-13
2025-09-30	$20,364,541	269,206	-38.9%	Shares	Sole	2025-11-14
2025-06-30	$30,498,253	440,811	+42.5%	Shares	Defined	2025-08-14
2025-03-31	$19,445,393	309,443	-2.0%	Shares	Defined	2025-05-19
2024-12-31	$22,323,118	315,655	+13.4%	Shares	Defined	2025-02-14
2024-09-30	$17,424,331	278,344	+0.3%	Shares	Defined	2024-11-14
2024-06-30	$15,570,775	277,554	+403.3%	Shares	Defined	2024-08-14
2024-03-31	$2,874,048	55,150	-69.8%	Shares	Defined	2024-05-15
2023-12-31	$8,425,603	182,768	+1.5%	Shares	Defined	2024-02-14
2023-09-30	$7,373,575	180,019	+0.3%	Shares	Defined	2023-11-13
2023-06-30	$7,141,939	179,536	0.0%	Shares	Defined	2023-08-11
2023-03-31	$7,072,511	179,536	+0.8%	Shares	Defined	2023-05-15
2022-12-31	$6,927,575	178,026	+7.8%	Shares	Defined	2023-02-14
2022-09-30	$5,717,024	165,200	-17.4%	Shares	Defined	2022-11-14
2022-06-30	$7,468,852	199,987	-3.5%	Shares	Defined	2022-08-12
2022-03-31	$9,376,811	207,146	+1.0%	Shares	Defined	2022-05-16
2021-12-31	$9,629,655	205,119	-8.9%	Shares	Defined	2022-02-14
2021-09-30	$10,200,302	225,139	+8.3%	Shares	Defined	2021-11-15
2021-06-30	$8,986,135	207,820	+62.4%	Shares	Defined	2021-08-16
2021-03-31	$5,465,090	127,968	+39.9%	Shares	Defined	2021-05-14
2020-12-31	$3,076,277	91,447	0.0%	Shares	Defined	2021-02-17
2020-09-30	$2,054,914	91,447	+9.2%	Shares	Defined	2020-11-13
2020-06-30	$1,764,754	83,717	+41.1%	Shares	Defined	2020-08-14
2020-03-31	$1,088,839	59,348	—	Shares	Sole	2020-05-15
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