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 TRV

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $794,592,610 2,724,193
2025-12-31 $698,939,304 2,409,637
2025-09-30 $626,686,389 2,244,418
2025-06-30 $787,187,485 2,942,317
2025-03-31 $158,837,584 600,611
2024-12-31 $118,950,517 493,796
2024-09-30 $566,831,203 2,421,114
2024-06-30 $515,887,195 2,537,067
2024-03-31 $402,854,311 1,750,475
2023-12-31 $310,487,457 1,629,941
2023-09-30 $294,885,267 1,805,678
2023-06-30 $307,037,992 1,768,041
2023-03-31 $303,059,901 1,768,041
2022-12-31 $355,127,053 1,894,112
2022-09-30 $262,055,490 1,710,545
2022-06-30 $302,437,753 1,788,197
2022-03-31 $22,166,426 121,307
2021-12-31 $281,739,653 1,801,059
2021-09-30 $262,418,809 1,726,326
2021-06-30 $257,872,774 1,722,482
2021-03-31 $263,477,184 1,751,843
2020-12-31 $219,416,131 1,563,127
2020-09-30 $169,114,705 1,563,127
2020-06-30 $185,888,954 1,629,890
2020-03-31 $169,229,610 1,703,368