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

Total Portfolio Value
$390.54B
Total Bought
$46.95B
Total Sold
$59.23B
Net Transaction
-$12.27B
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
PDD HOLDINGS INC(PDD)08,985,969+8,985,96901,063,4890.27%+1,063,489
BERKSHIRE HATHAWAY INC DEL07,145,474+7,145,47403,805,5370.97%+3,805,537
VISA INC(V)13,321,75414,277,146+955,3924,210,2075,003,5691.28%+793,361
ALIBABA GROUP HLDG LTD(BABA)08,557,495+8,557,49501,131,5580.29%+1,131,558
ABBVIE INC(ABBV)12,058,70612,771,854+713,1482,142,8322,675,9590.69%+533,127
AMPHENOL CORP NEW08,758,951+8,758,9510574,5000.15%+574,500
JOHNSON & JOHNSON(JNJ)016,354,767+16,354,76702,712,2750.69%+2,712,275
GILEAD SCIENCES INC(GILD)12,234,67213,755,481+1,520,8091,130,1171,541,3020.39%+411,185
COCA COLA CO(KO)030,889,415+30,889,41502,212,3000.57%+2,212,300
NETFLIX INC(NFLX)2,708,7433,007,215+298,4722,414,3572,804,3180.72%+389,961
PROGRESSIVE CORP(PGR)5,983,5676,380,134+396,5671,433,7221,805,6420.46%+371,919
INTERNATIONAL BUSINESS MACHS(IBM)8,112,0928,636,725+524,6331,783,2812,147,6080.55%+364,327
CROWDSTRIKE HLDGS INC(CRWD)1,815,8952,771,424+955,529621,327977,1490.25%+355,822
VERIZON COMMUNICATIONS INC(VZ)041,993,829+41,993,82901,904,8400.49%+1,904,840
AT&T INC(T)53,432,82755,216,190+1,783,3631,216,6651,561,5140.40%+344,848
GE AEROSPACE(GE)07,676,180+7,676,18001,536,3870.39%+1,536,387
JPMORGAN CHASE & CO.(JPM)17,550,49118,441,044+890,5534,207,0284,523,5881.16%+316,560
AMERIPRISE FINL INC(AMP)1,447,8632,244,788+796,925770,8861,086,7240.28%+315,839
VERTEX PHARMACEUTICALS INC(VRTX)02,559,476+2,559,47601,240,8850.32%+1,240,885
MERCADOLIBRE INC(MELI)0550,433+550,43301,073,8230.27%+1,073,823
ELEVANCE HEALTH INC(ELV)02,676,203+2,676,20301,164,0410.30%+1,164,041
WELLTOWER INC(WELL)08,164,840+8,164,84001,250,9350.32%+1,250,935
CHEVRON CORP NEW(CVX)08,497,288+8,497,28801,421,5110.36%+1,421,511
HDFC BANK LTD(HDB)04,199,717+4,199,7170279,0290.07%+279,029
SPOTIFY TECHNOLOGY S A(SPOT)842,7451,178,907+336,162377,027648,4340.17%+271,407
CAPITAL ONE FINL CORP(COF)3,222,5334,677,128+1,454,595574,642838,6090.21%+263,967
WASTE MGMT INC DEL(WM)03,343,267+3,343,2670774,0000.20%+774,000
MCKESSON CORP(MCK)1,103,0501,284,881+181,831628,639864,7120.22%+236,073
MASTERCARD INCORPORATED(MA)7,033,5717,177,306+143,7353,703,6673,934,0251.01%+230,357
EXXON MOBIL CORP014,021,729+14,021,72901,667,6040.43%+1,667,604
T-MOBILE US INC(TMUS)3,881,2354,050,797+169,562856,7051,080,3880.28%+223,683
PROCTER AND GAMBLE CO(PG)16,274,56317,293,428+1,018,8652,728,4302,947,1460.75%+218,716
INTUITIVE SURGICAL INC2,826,9723,393,951+566,9791,475,5661,680,9220.43%+205,356
PHILIP MORRIS INTL INC(PM)6,209,3765,992,023-217,353747,298951,1140.24%+203,815
CBOE GLOBAL MKTS INC(CBOE)01,067,566+1,067,5660241,5800.06%+241,580
META PLATFORMS INC(META)12,007,30812,543,468+536,1607,030,3997,229,5531.85%+199,154
INVITATION HOMES INC(INVH)06,152,508+6,152,5080214,4150.05%+214,415
ISHARES TR
US TREAS BD ETF
08,213,229+8,213,2290188,7810.05%+188,781
PALANTIR TECHNOLOGIES INC(PLTR)10,532,24111,668,082+1,135,841796,553984,7860.25%+188,233
CVS HEALTH CORP(CVS)08,322,822+8,322,8220563,8710.14%+563,871
ISHARES TR01,912,735+1,912,7350200,0150.05%+200,015
UBER TECHNOLOGIES INC(UBER)012,420,690+12,420,6900904,9710.23%+904,971
ABBOTT LABS10,666,06010,443,759-222,3011,206,4381,385,3650.35%+178,927
KANZHUN LIMITED(BZ)09,552,922+9,552,9220183,1300.05%+183,130
CISCO SYS INC(CSCO)36,471,27537,797,629+1,326,3542,159,0992,332,4920.60%+173,392
BOSTON SCIENTIFIC CORP(BSX)10,839,36211,299,942+460,580968,1721,139,9380.29%+171,766
OKTA INC(OKTA)02,748,847+2,748,8470289,2340.07%+289,234
VEEVA SYS INC(VEEV)01,799,931+1,799,9310416,9180.11%+416,918
TAL EDUCATION GROUP(TAL)012,628,646+12,628,6460166,8240.04%+166,824
HEALTHPEAK PROPERTIES INC(DOC)09,218,848+9,218,8480186,4050.05%+186,405
CME GROUP INC(CME)2,437,6622,727,809+290,147566,098723,6600.19%+157,562
VERISK ANALYTICS INC(VRSK)01,653,727+1,653,7270492,1820.13%+492,182
MARSH & MCLENNAN COS INC(MRSH)05,180,922+5,180,92201,264,3000.32%+1,264,300
TRANSMEDICS GROUP INC(TMDX)03,113,082+3,113,0820209,4480.05%+209,448
ZSCALER INC(ZS)03,128,170+3,128,1700620,6910.16%+620,691
MCDONALDS CORP(MCD)05,142,473+5,142,47301,606,3540.41%+1,606,354
REPUBLIC SVCS INC(RSG)01,763,333+1,763,3330427,0090.11%+427,009
OREILLY AUTOMOTIVE INC(ORLY)0505,415+505,4150724,0470.19%+724,047
CHECK POINT SOFTWARE TECH LT
ORD
01,483,714+1,483,7140338,1680.09%+338,168
RTX CORPORATION(RTX)06,379,460+6,379,4600845,0230.22%+845,023
STERIS PLC(STE)01,520,479+1,520,4790344,6170.09%+344,617
SCHWAB CHARLES CORP(SCHW)11,653,68412,833,440+1,179,756862,4891,004,6020.26%+142,113
CHENIERE ENERGY INC(LNG)02,031,767+2,031,7670470,1510.12%+470,151
MONSTER BEVERAGE CORP NEW(MNST)07,278,206+7,278,2060425,9210.11%+425,921
HEICO CORP NEW(HEI)0948,924+948,9240253,5430.06%+253,543
VANGUARD SPECIALIZED FUNDS0694,758+694,7580134,7760.03%+134,776
DEXCOM INC(DXCM)7,198,28410,123,525+2,925,241559,811691,3360.18%+131,525
TELEDYNE TECHNOLOGIES INC(TDY)0640,572+640,5720318,8190.08%+318,819
ELI LILLY & CO(LLY)06,777,591+6,777,59105,597,6801.43%+5,597,680
3M CO(MMM)04,198,538+4,198,5380616,5970.16%+616,597
IDEXX LABS INC(IDXX)01,076,429+1,076,4290452,0460.12%+452,046
THE CIGNA GROUP(CI)02,466,906+2,466,9060811,6120.21%+811,612
BRISTOL-MYERS SQUIBB CO(BMY)22,271,74222,626,044+354,3021,259,6901,379,9620.35%+120,273
GALLAGHER ARTHUR J & CO(AJG)01,529,566+1,529,5660528,0670.14%+528,067
DYNATRACE INC(DT)06,987,838+6,987,8380329,4770.08%+329,477
CYBERARK SOFTWARE LTD0740,504+740,5040250,2900.06%+250,290
OSI SYSTEMS INC(OSIS)0877,393+877,3930170,5130.04%+170,513
KE HLDGS INC(BEKE)07,323,774+7,323,7740147,1350.04%+147,135
AMGEN INC(AMGN)04,652,342+4,652,34201,449,4370.37%+1,449,437
HURON CONSULTING GROUP INC(HURN)01,199,574+1,199,5740172,0790.04%+172,079
INSPIRE MED SYS INC(INSP)01,112,925+1,112,9250177,2670.05%+177,267
FORTINET INC(FTNT)5,990,1907,016,467+1,026,277565,953675,4050.17%+109,452
THERMO FISHER SCIENTIFIC INC(TMO)02,750,923+2,750,92301,368,8590.35%+1,368,859
CONSOLIDATED EDISON INC(ED)04,868,772+4,868,7720538,4370.14%+538,437
INTERCONTINENTAL EXCHANGE IN(ICE)04,196,574+4,196,5740723,9090.19%+723,909
ECOLAB INC(ECL)03,805,952+3,805,9520964,8850.25%+964,885
WILLIAMS COS INC(WMB)09,905,915+9,905,9150591,9770.15%+591,977
EQUIFAX INC(EFX)01,318,914+1,318,9140321,2350.08%+321,235
EXPAND ENERGY CORPORATION(EXE)2,400,5853,069,603+669,018238,978341,7080.09%+102,730
CLOUDFLARE INC(NET)03,129,030+3,129,0300352,6100.09%+352,610
GAMING & LEISURE PPTYS INC(GLPI)02,212,612+2,212,6120112,6220.03%+112,622
ADVANCED DRAIN SYS INC DEL(WMS)03,114,224+3,114,2240338,3600.09%+338,360
DUKE ENERGY CORP NEW(DUK)03,632,655+3,632,6550443,0750.11%+443,075
ISHARES TR01,052,598+1,052,598098,7130.03%+98,713
QUALCOMM INC(QCOM)010,422,341+10,422,34101,600,9760.41%+1,600,976
ALCON AG(ALC)011,726,307+11,726,30701,113,1780.29%+1,113,178
FAIR ISAAC CORP(FICO)0316,780+316,7800584,1930.15%+584,193
DEERE & CO(DE)01,815,817+1,815,8170852,2540.22%+852,254
METTLER TOLEDO INTERNATIONAL(MTD)0305,722+305,7220361,0300.09%+361,030
ROPER TECHNOLOGIES INC(ROP)01,124,724+1,124,7240663,1150.17%+663,115
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