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

Total Portfolio Value
$281.29B
Total Bought
$32.46B
Total Sold
$16.05B
Net Transaction
+$16.41B
Filing Period:
Securities
▲▼
SharesValue ($K)
Q4 2023
▲▼
Q1 2024
▲▼
Change
▲▼
Q4 2023
▲▼
Q1 2024
▲▼
Weight (%)
▲▼
Change
▲▼
NVIDIA CORP(NVDA)13,753,17914,087,080+333,9016,810,84912,728,5224.53%+5,917,673
ISHARES CORE MSCI EAFE
CORE MSCI EAFE
057,224,039+57,224,03904,247,1681.51%+4,247,168
ISHARES BROAD USD INVT044,400,638+44,400,63802,254,2200.80%+2,254,220
MICROSOFT CORP(MSFT)41,124,55541,145,299+20,74415,464,47817,310,6506.15%+1,846,173
META PLATFORMS INC(META)10,060,75210,298,501+237,7493,561,1045,000,7461.78%+1,439,642
AMAZON COM INC(AMZN)45,740,28246,284,592+544,3106,949,7788,348,8152.97%+1,399,036
ELI LILLY &#38 CO COM NPV(LLY)4,498,3304,619,855+121,5252,622,1673,594,0621.28%+971,896
ADVANCED MICRO DEVICES(AMD)12,341,79313,724,111+1,382,3181,819,3042,477,0650.88%+657,761
ALPHABET INC CL A(GOOG)33,265,79134,188,111+922,3204,646,8985,160,0121.83%+513,113
ALPHABET INC CL C(GOOG)23,939,64025,398,889+1,459,2493,373,8133,867,2351.37%+493,421
BROADCOM INC(AVGO)2,687,9402,622,621-65,3193,000,4133,476,0481.24%+475,635
WALT DISNEY CO(DIS)10,976,35711,707,505+731,148991,0551,432,5300.51%+441,475
COSTCO WHOLESALE CORPORATION(COST)2,097,5192,450,124+352,6051,384,5301,795,0340.64%+410,504
BERKSHIRE HATHAWAY INC CLASS B4,900,5635,053,218+152,6551,747,8352,124,9790.76%+377,144
JPMORGAN CHASE &#38 COMPANY(JPM)11,816,50811,619,791-196,7172,009,9882,327,4440.83%+317,456
INTUITIVE SURGICAL INC1,617,2972,062,238+444,941545,611823,0190.29%+277,407
MERCK &#38 CO INC(MRK)12,669,96712,547,370-122,5971,381,2801,655,6250.59%+274,346
MICRON TECHNOLOGY INC(MU)8,722,5998,467,900-254,699744,387998,2810.35%+253,894
CATERPILLAR INC(CAT)2,358,9272,570,087+211,160697,464941,7570.33%+244,293
LINDE PLC(LIN)2,557,8052,783,524+225,7191,050,5161,292,4460.46%+241,930
APPLIED MATERIALS6,898,4346,589,822-308,6121,118,0291,359,0190.48%+240,990
LAM RESEARCH CORP(LRCX)878,989956,532+77,543688,477929,3380.33%+240,861
LOWE S COS INC(LOW)3,640,5304,073,615+433,085810,2001,037,6720.37%+227,472
ABBVIE INC(ABBV)8,843,9868,754,961-89,0251,370,5531,594,2780.57%+223,726
GENERAL ELECTRIC CO(GE)4,320,8824,349,166+28,284551,474763,4090.27%+211,935
INTL BUSINESS MACHINES CORP(IBM)5,497,0915,806,033+308,942899,0491,108,7200.39%+209,671
APOLLO GLOBAL MANAGEMENT INC(APO)1,611,6573,186,315+1,574,658150,190358,3010.13%+208,111
PROGRESSIVE CORP(PGR)3,394,1363,555,271+161,135540,618735,3010.26%+194,683
ARISTA NETWORKS INC1,588,8661,946,283+357,417374,194564,3830.20%+190,189
MASTERCARD INC CLASS A(MA)4,937,9284,766,089-171,8392,106,0762,295,2050.82%+189,130
CADENCE DESIGN SYSTEMS(CDNS)2,873,9543,094,066+220,112782,779963,1210.34%+180,342
NETFLIX INC(NFLX)2,476,1852,262,755-213,4301,205,6051,374,2390.49%+168,634
ORACLE CORP COM(ORCL)9,772,4399,522,180-250,2591,030,3081,196,0810.43%+165,773
COOPER COMPANIES INC(COO)01,480,168+1,480,1680150,1780.05%+150,178
DEVON ENERGY CORPORATION(DVN)3,926,0306,535,288+2,609,258177,849327,9410.12%+150,092
EXXON MOBIL CORP9,466,9149,359,013-107,901946,5021,087,8920.39%+141,390
SUPER MICRO COMPUTER INC(SMCI)178,420184,039+5,61950,718185,8850.07%+135,167
SYNOPSYS INC(SNPS)1,009,4891,134,421+124,932519,796648,3220.23%+128,526
KEYSIGHT TECHNOLOGIES IN W I(KEYS)2,017,1812,871,854+854,673320,913449,1010.16%+128,187
VISA INC CLASS A SHARES(V)8,948,3398,787,381-160,9582,329,7002,452,3820.87%+122,682
VERIZON COMMUNICATIONS(VZ)27,006,70627,068,191+61,4851,018,1531,135,7810.40%+117,628
PHILLIPS 66(PSX)1,614,2722,031,175+416,903214,924331,7720.12%+116,848
EDWARDS LIFESCIENCES CORP3,992,4624,399,451+406,989304,425420,4120.15%+115,986
WELLS FARGO AND CO(WFC)17,861,62517,098,058-763,567879,149991,0030.35%+111,854
ZSCALER INC(ZS)495,5601,150,344+654,784109,796221,5910.08%+111,794
UBER TECHNOLOGIES INC(UBER)8,679,0008,381,834-297,166534,366645,3170.23%+110,951
FIDELITY NATIONAL INFO SERV(FIS)7,173,5607,229,339+55,779430,916536,2720.19%+105,357
ECOLAB INC(ECL)3,622,2303,556,210-66,020718,469821,1290.29%+102,660
LYFT INC A(LYFT)18,816,63919,823,994+1,007,355282,061383,5940.14%+101,533
SALESFORCE INC(CRM)7,722,5237,084,180-638,3432,032,1052,133,6130.76%+101,509
O REILLY AUTOMOTIVE INC(ORLY)310,848350,563+39,715295,330395,7440.14%+100,413
TRANE TECHNOLOGIES PLC(TT)1,939,6231,895,317-44,306473,074568,9740.20%+95,900
MODERNA INC(MRNA)2,985,1303,673,043+687,913296,871391,3990.14%+94,528
AMERICAN EXPRESS CO(AXP)3,694,3603,439,869-254,491692,101783,2240.28%+91,122
EATON CORP PLC(ETN)1,464,8231,406,386-58,437352,759439,7490.16%+86,990
CONSTELLATION ENERGY(CEG)1,252,9531,261,447+8,494146,458233,1780.08%+86,721
CORPAY INC(CPAY)0267,860+267,860082,6460.03%+82,646
VALERO ENERGY CORP(VLO)1,707,5281,777,691+70,163221,979303,4340.11%+81,455
SOUTHWESTERN ENERGY CO4,681,19914,639,970+9,958,77130,662110,9710.04%+80,309
FISERV INC(FISV)3,593,7223,479,607-114,115477,390556,1110.20%+78,721
BANK OF AMERICA CORP29,974,97828,649,431-1,325,5471,009,2581,086,3860.39%+77,129
CONOCOPHILLIPS(COP)4,266,7544,471,248+204,494495,242569,1000.20%+73,858
REGENERON PHARMACEUTICALS INC(REGN)666,381684,564+18,183585,276658,8860.23%+73,610
STRYKER CORP(SYK)1,250,9351,251,506+571374,605447,8760.16%+73,271
BRISTOL MYERS SQUIBB CO(BMY)11,498,40212,195,082+696,680589,983661,3390.24%+71,356
PENTAIR PLC(PNR)2,106,9792,622,917+515,938153,198224,1020.08%+70,904
THE CIGNA GROUP(CI)1,655,9071,558,677-97,230495,861566,0960.20%+70,235
SHOPIFY INC CLASS A(SHOP)16,600917,308+900,7081,29370,7890.03%+69,496
WASTE MANAGEMENT INC(WM)2,164,6442,130,768-33,876387,688454,1730.16%+66,485
RTX CORP(RTX)5,053,5395,033,476-20,063425,205490,9150.17%+65,710
THERMO FISHER SCIENTIFIC INC(TMO)1,611,4691,583,673-27,796855,352920,4470.33%+65,095
MARVELL TECHNOLOGY GROUP LTD(MRVL)5,655,0685,723,917+68,849341,057405,7110.14%+64,654
INTUIT INC(INTU)1,786,5681,814,138+27,5701,116,6591,179,1900.42%+62,531
COINBASE GLOBAL INC CLASS A(COIN)505,684566,953+61,26987,949150,3110.05%+62,362
WW GRAINGER INC(GWW)432,529412,703-19,826358,432419,8430.15%+61,410
TAIWAN SEMICONDUCTOR ADR(TSM)1,203,8031,370,034+166,231125,196186,3930.07%+61,198
DANAHER CORP(DHR)3,843,5523,805,105-38,447889,167950,2110.34%+61,044
CHIPOTLE MEXICAN GRILL INC(CMG)120,487115,696-4,791275,549336,3020.12%+60,753
CHUBB LTD
COM
2,145,2052,104,216-40,989484,816545,2650.19%+60,449
HARTFORD FINANCIAL SERVICES(HIG)3,043,8392,960,026-83,813244,664305,0310.11%+60,367
ELEVANCE HEALTH INC(ELV)1,707,3441,669,062-38,282805,115865,4750.31%+60,360
TRAVELERS COS INC(TRV)1,798,1421,750,475-47,667342,528402,8540.14%+60,326
DEXCOM INC(DXCM)4,381,8484,349,060-32,788543,744603,2150.21%+59,471
MCKESSON CORPORATION COM USD0 01(MCK)835,431827,858-7,573386,788444,4360.16%+57,648
MOTOROLA SOLUTIONS INC(MSI)1,187,1881,208,837+21,649371,697429,1130.15%+57,416
HDFC BANK ADS(HDB)1,557,2272,864,932+1,307,705104,506160,3500.06%+55,845
FASTENAL CO(FAST)4,511,0264,495,585-15,441292,179346,7890.12%+54,610
GE HEALTHCARE TECHNOLOG W I(GEHC)1,553,4431,920,421+366,978120,112174,5850.06%+54,473
CROWDSTRIKE HOLDINGS INC A(CRWD)960,341933,798-26,543245,194299,3660.11%+54,172
WILLIAMS SONOMA INC(WSM)239,432322,700+83,26848,313102,4670.04%+54,154
PACCAR INC(PCAR)2,002,8232,013,464+10,641195,576249,4480.09%+53,872
TRANSDIGM GROUP INC(TDG)219,498223,821+4,323222,044275,6580.10%+53,614
BROWN &#38 BROWN INC(BRO)973,8041,400,482+426,67869,247122,5980.04%+53,351
CUMMINS INC(CMI)1,261,4431,205,841-55,602302,204355,3010.13%+53,097
AMPHENOL CORP CL A3,109,4793,130,322+20,843308,243361,0830.13%+52,840
SHERWIN WILLIAMS CO THE(SHW)1,339,5801,353,752+14,172417,815470,1990.17%+52,384
DECKERS OUTDOOR CORP(DECK)131,403148,800+17,39787,834140,0590.05%+52,226
TRIMBLE INC(TRMB)3,806,9683,956,343+149,375202,531254,6300.09%+52,100
AIRBNB INC1,653,1771,677,097+23,920225,064276,6540.10%+51,590
WESTERN DIGITAL(WDC)2,336,5792,548,154+211,575122,367173,8860.06%+51,519
Page 1 of 27
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC — 13F Holdings — Q1 2024 | TickerTrail