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

Total Portfolio Value
$389.25B
Total Bought
$48.85B
Total Sold
$16.22B
Net Transaction
+$32.64B
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
APPLE INC(AAPL)89,826,30391,568,390+1,742,08718,919,21621,335,4355.48%+2,416,219
TESLA INC(TSLA)21,431,05924,377,822+2,946,7634,240,7786,377,9701.64%+2,137,192
PDD HOLDINGS INC(PDD)013,145,211+13,145,21101,772,1060.46%+1,772,106
ACCENTURE PLC IRELAND
SHS CLASS A
05,491,736+5,491,73601,941,2190.50%+1,941,219
LINDE PLC(LIN)03,288,088+3,288,08801,567,9580.40%+1,567,958
PROLOGIS INC.(PLD)010,143,554+10,143,55401,280,9280.33%+1,280,928
WELLTOWER INC(WELL)06,920,426+6,920,4260886,0220.23%+886,022
BROADCOM INC(AVGO)3,144,77333,819,675+30,674,9025,049,0275,833,8941.50%+784,867
EQUINIX INC(EQIX)01,082,455+1,082,4550960,8200.25%+960,820
HOME DEPOT INC(HD)7,620,5938,030,483+409,8902,623,3133,253,9520.84%+630,639
DIGITAL RLTY TR INC(DLR)04,326,914+4,326,9140700,2240.18%+700,224
NETEASE INC(NTES)06,258,442+6,258,4420585,2270.15%+585,227
MEDTRONIC PLC(MDT)07,343,385+7,343,3850661,1250.17%+661,125
EATON CORP PLC(ETN)02,273,685+2,273,6850753,5900.19%+753,590
PUBLIC STORAGE OPER CO(PSA)01,543,857+1,543,8570561,7630.14%+561,763
SIMON PPTY GROUP INC NEW(SPG)03,191,296+3,191,2960539,3930.14%+539,393
UNITEDHEALTH GROUP INC(UNH)6,319,5386,291,708-27,8303,218,2883,678,6360.95%+460,348
ORACLE CORP(ORCL)10,783,71911,474,912+691,1931,522,6611,955,3250.50%+432,664
REALTY INCOME CORP(O)07,545,815+7,545,8150478,5560.12%+478,556
NVIDIA CORPORATION(NVDA)173,877,589180,403,789+6,526,20021,480,83721,908,2365.63%+427,399
NXP SEMICONDUCTORS N V
COM
02,294,340+2,294,3400550,6650.14%+550,665
CRH PLC
ORD
05,103,194+5,103,1940473,2700.12%+473,270
ALIBABA GROUP HLDG LTD(BABA)03,857,760+3,857,7600409,3850.11%+409,385
CROWN CASTLE INC(CCI)03,968,959+3,968,9590470,8380.12%+470,838
SERVICENOW INC(NOW)2,454,5692,566,949+112,3801,930,9362,295,8540.59%+364,918
ABBVIE INC(ABBV)9,592,97310,175,926+582,9531,645,3872,009,5420.52%+364,155
APTIV PLC(APTV)05,361,795+5,361,7950386,1030.10%+386,103
MASTERCARD INCORPORATED(MA)6,244,2286,308,684+64,4562,754,7043,115,2280.80%+360,525
JOHNSON CTLS INTL PLC
SHS
05,391,562+5,391,5620418,4390.11%+418,439
AVALONBAY CMNTYS INC01,715,050+1,715,0500386,3150.10%+386,315
IRON MTN INC DEL(IRM)03,170,550+3,170,5500376,7560.10%+376,756
EXTRA SPACE STORAGE INC(EXR)01,981,799+1,981,7990357,1000.09%+357,100
BRISTOL-MYERS SQUIBB CO(BMY)16,072,40519,074,823+3,002,418667,487986,9310.25%+319,444
WALMART INC(WMT)23,045,81223,273,933+228,1211,560,4321,879,3700.48%+318,938
INTERNATIONAL BUSINESS MACHS(IBM)7,616,0227,389,510-226,5121,317,1911,633,6730.42%+316,482
BERKSHIRE HATHAWAY INC DEL6,220,1546,183,440-36,7142,530,3592,845,9900.73%+315,631
META PLATFORMS INC(META)12,710,27711,726,951-983,3266,408,7766,712,9761.72%+304,200
PROGRESSIVE CORP(PGR)4,737,2575,067,924+330,667983,9761,286,0360.33%+302,061
TE CONNECTIVITY PLC(TEL)01,974,230+1,974,2300298,0890.08%+298,089
TAIWAN SEMICONDUCTOR MFG LTD(TSM)01,899,088+1,899,0880329,8150.08%+329,815
AON PLC(AON)01,050,537+1,050,5370363,4750.09%+363,475
FERGUSON ENTERPRISES INC(FERG)01,462,836+1,462,8360290,4750.07%+290,475
ADVANCED MICRO DEVICES INC(AMD)17,907,12819,472,211+1,565,0832,904,7153,195,0000.82%+290,285
EQUITY RESIDENTIAL(EQR)04,259,145+4,259,1450317,1360.08%+317,136
VICI PPTYS INC(VICI)08,936,815+8,936,8150297,6850.08%+297,685
GE AEROSPACE(GE)6,143,1276,556,515+413,388976,5731,236,4280.32%+259,855
ARCH CAP GROUP LTD
ORD
03,053,739+3,053,7390341,6520.09%+341,652
AMERICAN EXPRESS CO(AXP)4,367,8134,606,986+239,1731,011,3671,249,4150.32%+238,048
CATERPILLAR INC(CAT)3,563,0613,627,513+64,4521,186,8561,418,7930.36%+231,937
PFIZER INC(PFE)31,091,29238,068,879+6,977,587869,9341,101,7130.28%+231,779
VENTAS INC(VTR)03,932,017+3,932,0170252,1600.06%+252,160
GE VERNOVA INC(GEV)01,812,192+1,812,1920462,0730.12%+462,073
LOWES COS INC(LOW)4,798,5494,712,259-86,2901,057,8881,276,3150.33%+218,427
CREDICORP LTD(BAP)01,326,947+1,326,9470240,1380.06%+240,138
S&P GLOBAL INC(SPGI)2,685,1592,713,617+28,4581,197,5811,401,9090.36%+204,328
HDFC BANK LTD(HDB)03,418,328+3,418,3280213,8510.05%+213,851
AMERICAN TOWER CORP NEW(AMT)3,887,0744,111,335+224,261755,569956,1320.25%+200,563
APOLLO GLOBAL MGMT INC(APO)05,669,135+5,669,1350708,1320.18%+708,132
MCDONALDS CORP(MCD)4,631,9194,514,934-116,9851,180,3981,374,8430.35%+194,444
JPMORGAN CHASE & CO.(JPM)14,782,32715,084,919+302,5922,989,8733,180,8060.82%+190,933
CEMEX SAB DE CV(CX)031,204,197+31,204,1970190,3460.05%+190,346
WILLIS TOWERS WATSON PLC LTD(WTW)0844,417+844,4170248,7060.06%+248,706
ESSEX PPTY TR INC(ESS)0719,596+719,5960212,5830.05%+212,583
COCA COLA CO(KO)30,176,57529,353,080-823,4951,920,7392,109,3120.54%+188,573
PROCTER AND GAMBLE CO(PG)13,623,24214,049,651+426,4092,246,7452,433,4000.63%+186,654
DANAHER CORPORATION(DHR)4,949,7355,097,986+148,2511,236,6911,417,3420.36%+180,651
VISA INC(V)11,474,04211,597,969+123,9273,011,5923,188,8620.82%+177,270
SBA COMMUNICATIONS CORP NEW(SBAC)0886,384+886,3840213,3530.05%+213,353
ISHARES TR
MSCI INDIA ETF
03,005,826+3,005,8260175,9310.05%+175,931
COSTCO WHSL CORP NEW(COST)3,004,5043,075,065+70,5612,553,7982,726,1070.70%+172,308
INVITATION HOMES INC(INVH)05,519,603+5,519,6030194,6210.05%+194,621
TAL EDUCATION GROUP(TAL)014,758,735+14,758,7350174,7430.04%+174,743
SUN CMNTYS INC(SUI)01,323,479+1,323,4790178,8680.05%+178,868
CISCO SYS INC(CSCO)34,522,48133,834,269-688,2121,640,1631,800,6600.46%+160,497
NU HLDGS LTD(NU)014,147,349+14,147,3490193,1110.05%+193,111
ISHARES TR1,340,9371,540,937+200,000733,801888,8430.23%+155,042
BANK AMERICA CORP36,054,91139,999,413+3,944,5021,433,9041,587,1770.41%+153,273
THERMO FISHER SCIENTIFIC INC(TMO)2,143,9512,163,487+19,5361,185,6051,338,2680.34%+152,663
HEALTHPEAK PROPERTIES INC(DOC)07,682,438+7,682,4380175,6970.05%+175,697
COCA-COLA EUROPACIFIC PARTNE
SHS
02,437,895+2,437,8950191,9840.05%+191,984
COMCAST CORP NEW(CCZ)28,646,37430,364,136+1,717,7621,121,7921,268,3100.33%+146,518
MID-AMER APT CMNTYS INC(MAA)01,074,223+1,074,2230170,6940.04%+170,694
UNION PAC CORP(UNP)3,362,4013,674,015+311,614760,777905,5710.23%+144,794
PETROLEO BRASILEIRO SA PETRO(PBR)09,810,709+9,810,7090141,3720.04%+141,372
HCA HEALTHCARE INC(HCA)01,487,367+1,487,3670604,5110.16%+604,511
REGENCY CTRS CORP(REG)02,075,753+2,075,7530149,9320.04%+149,932
TJX COS INC NEW(TJX)8,538,7319,182,564+643,833940,1141,079,3190.28%+139,204
RTX CORPORATION(RTX)05,886,614+5,886,6140713,2220.18%+713,222
3M CO(MMM)03,815,625+3,815,6250521,5960.13%+521,596
TRANE TECHNOLOGIES PLC(TT)2,121,9302,142,081+20,151697,966832,6910.21%+134,725
AUTOMATIC DATA PROCESSING IN3,196,8173,238,526+41,709763,048896,1970.23%+133,149
FORTINET INC(FTNT)05,787,931+5,787,9310448,8540.12%+448,854
KIMCO RLTY CORP(KIM)06,262,687+6,262,6870145,4200.04%+145,420
PALANTIR TECHNOLOGIES INC(PLTR)010,188,114+10,188,1140378,9980.10%+378,998
AFLAC INC(AFL)04,694,511+4,694,5110524,8460.13%+524,846
INTERCONTINENTAL EXCHANGE IN(ICE)03,648,437+3,648,4370586,0850.15%+586,085
GILEAD SCIENCES INC(GILD)11,139,77510,628,942-510,833764,300891,1300.23%+126,831
UDR INC(UDR)03,086,964+3,086,9640139,9630.04%+139,963
AMGEN INC(AMGN)4,178,1474,442,543+264,3961,305,4621,431,4320.37%+125,970
PHILIP MORRIS INTL INC(PM)05,355,156+5,355,1560650,1160.17%+650,116
Page 1 of 1