UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Top Portfolio Positions
3,057 positions ·
$462,638,919,368 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
198,975,239 | $34,701,281,677 | 7.50% | |
| AAPL |
Apple Inc.
Technology
|
105,510,753 | $26,777,573,998 | 5.79% | |
| MSFT |
Microsoft Corp
Technology
|
63,832,188 | $23,628,761,025 | 5.11% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
73,870,444 | $15,384,997,367 | 3.33% | |
| 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 | 1.41% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
18,698,779 | $5,500,432,825 | 1.19% |
Portfolio Trend
25 quarters · across all stocks
Holdings in WTRG
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $43,658,191 | 1,084,137 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $87,527,887 | 2,281,749 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $94,803,112 | 2,376,018 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $105,954,435 | 2,852,839 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $96,405,084 | 2,438,783 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $85,231,085 | 2,346,671 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $83,088,067 | 2,154,215 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $74,975,357 | 2,008,448 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $61,765,050 | 1,667,073 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $60,334,475 | 1,615,381 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $52,058,488 | 1,516,414 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $55,727,445 | 1,396,328 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $60,949,714 | 1,396,328 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $66,281,645 | 1,388,679 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $55,085,258 | 1,331,205 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $60,815,342 | 1,326,398 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $70,244,995 | 1,373,851 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $50,896,935 | 947,978 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $42,114,119 | 913,935 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $42,669,765 | 933,693 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $42,472,624 | 949,109 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $39,351,943 | 832,141 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $30,912,478 | 768,012 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $30,566,126 | 723,630 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $31,682,749 | 778,446 | Shares | Defined | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||