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

Total Portfolio Value
$254.20B
Total Bought
$28.08B
Total Sold
$12.45B
Net Transaction
+$15.62B
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)42,008,93441,124,555-884,37913,264,32115,464,4786.08%+2,200,157
APPLE INC(AAPL)75,877,06675,081,466-795,60012,990,91214,455,4355.69%+1,464,522
AMAZON COM INC(AMZN)43,704,87045,740,282+2,035,4125,555,7636,949,7782.73%+1,394,015
BROADCOM INC(AVGO)2,165,9462,687,940+521,9941,798,9913,000,4131.18%+1,201,422
NVIDIA CORP(NVDA)13,691,63413,753,179+61,5455,955,7246,810,8492.68%+855,125
ADVANCED MICRO DEVICES(AMD)012,341,793+12,341,79301,819,3040.72%+1,819,304
PINDUODUO INC ADR(PDD)12,551,44912,127,075-424,3741,230,9211,774,3120.70%+543,392
HOME DEPOT INC(HD)5,703,9576,402,215+698,2581,723,5082,218,6880.87%+495,180
JOHNSON &#38 JOHNSON(JNJ)014,140,676+14,140,67602,216,4100.87%+2,216,410
META PLATFORMS INC(META)10,260,08210,060,752-199,3303,080,1793,561,1041.40%+480,925
SALESFORCE INC(CRM)07,722,523+7,722,52302,032,1050.80%+2,032,105
ADOBE INC(ADBE)4,444,8304,490,314+45,4842,266,4192,678,9211.05%+412,503
NETFLIX INC(NFLX)02,476,185+2,476,18501,205,6050.47%+1,205,605
ALPHABET INC CL A(GOOG)32,449,52833,265,791+816,2634,246,3454,646,8981.83%+400,553
UNITEDHEALTH GROUP INC(UNH)5,384,8845,842,111+457,2272,715,0053,075,6961.21%+360,692
QUALCOMM INC(QCOM)07,364,059+7,364,05901,065,0640.42%+1,065,064
JPMORGAN CHASE &#38 COMPANY(JPM)11,411,70611,816,508+404,8021,654,9262,009,9880.79%+355,062
VISA INC CLASS A SHARES(V)08,948,339+8,948,33902,329,7000.92%+2,329,700
BUNGE GLOBAL SA(BG)03,348,471+3,348,4710338,0280.13%+338,028
PROCTER &#38 GAMBLE CO(PG)011,796,382+11,796,38201,728,6420.68%+1,728,642
APPLIED MATERIALS5,980,7106,898,434+917,724828,0291,118,0290.44%+290,000
PROLOGIS INC(PLD)9,606,98410,255,115+648,1311,078,0001,367,0070.54%+289,007
SERVICENOW INC(NOW)1,544,3641,623,340+78,976863,2381,146,8730.45%+283,636
ELI LILLY &#38 CO COM NPV(LLY)4,372,7824,498,330+125,5482,348,7522,622,1671.03%+273,414
PEPSICO INC(PEP)09,443,364+9,443,36401,603,8610.63%+1,603,861
INTUIT INC(INTU)1,734,7951,786,568+51,773886,3761,116,6590.44%+230,282
WALT DISNEY CO(DIS)010,976,357+10,976,3570991,0550.39%+991,055
ALPHABET INC CL C(GOOG)23,917,42323,939,640+22,2173,153,5123,373,8131.33%+220,301
MCDONALDS CORP(MCD)03,600,832+3,600,83201,067,6830.42%+1,067,683
INTEL CORP(INTC)33,503,48627,914,860-5,588,6261,191,0491,402,7220.55%+211,673
BANK OF AMERICA CORP029,974,978+29,974,97801,009,2580.40%+1,009,258
MASTERCARD INC CLASS A(MA)4,797,6704,937,928+140,2581,899,4462,106,0760.83%+206,630
TARGET CORP(TGT)03,360,037+3,360,0370478,5360.19%+478,536
TEXAS INSTRS INC(TXN)07,483,776+7,483,77601,275,6840.50%+1,275,684
LAM RESEARCH CORP(LRCX)804,965878,989+74,024504,528688,4770.27%+183,949
COSTCO WHOLESALE CORPORATION(COST)2,133,8702,097,519-36,3511,205,5511,384,5300.54%+178,979
SCHWAB CHARLES CORP(SCHW)07,949,985+7,949,9850546,9590.22%+546,959
ACCENTURE PLC CLASS A
SHS CLASS A
03,442,371+3,442,37101,207,9620.48%+1,207,962
VERIZON COMMUNICATIONS(VZ)26,213,44127,006,706+793,265849,5781,018,1530.40%+168,575
PALO ALTO NETWORKS INC(PANW)2,008,3022,153,260+144,958470,826634,9530.25%+164,127
DEXCOM INC(DXCM)04,381,848+4,381,8480543,7440.21%+543,744
AMERICAN EXPRESS CO(AXP)03,694,360+3,694,3600692,1010.27%+692,101
NEWMONT CORP(NEM)08,621,715+8,621,7150356,8530.14%+356,853
BLACKROCK INC(BLK)0844,690+844,6900685,7190.27%+685,719
UBER TECHNOLOGIES INC(UBER)8,257,9708,679,000+421,030379,784534,3660.21%+154,582
AMGEN INC(AMGN)3,305,6503,621,153+315,503888,4261,042,9640.41%+154,538
COCA COLA(KO)024,255,293+24,255,29301,429,3640.56%+1,429,364
WELLS FARGO AND CO(WFC)17,932,95517,861,625-71,330732,741879,1490.35%+146,409
INTL BUSINESS MACHINES CORP(IBM)5,369,2565,497,091+127,835753,307899,0490.35%+145,743
KLA CORP(KLAC)0772,010+772,0100448,7690.18%+448,769
AMERICAN TOWER CORP CL A(AMT)02,453,738+2,453,7380529,7130.21%+529,713
MICRON TECHNOLOGY INC(MU)8,863,1268,722,599-140,527602,958744,3870.29%+141,428
BOEING(BA)01,864,563+1,864,5630486,0170.19%+486,017
ECOLAB INC(ECL)3,492,1023,622,230+130,128591,562718,4690.28%+126,907
BOOKING HOLDINGS INC(BKNG)200,515209,190+8,675618,378742,0430.29%+123,665
S&#38P GLOBAL INC(SPGI)1,999,8651,920,974-78,891730,771846,2270.33%+115,457
LINDE PLC(LIN)02,557,805+2,557,80501,050,5160.41%+1,050,516
INTL FLAVORS &#38 FRAGRANCES(IFF)02,877,929+2,877,9290233,0260.09%+233,026
DOLLAR TREE INC(DLTR)02,206,631+2,206,6310313,4520.12%+313,452
SIMON PROPERTY GROUP USD0 0001(SPG)02,818,773+2,818,7730402,0700.16%+402,070
WELLTOWER INC(WELL)4,977,8415,676,848+699,007407,785511,8810.20%+104,097
RIVIAN AUTOMOTIVE INC A(RIVN)7,401,08911,950,181+4,549,092179,698280,3510.11%+100,653
SNOWFLAKE INC(SNOW)01,416,270+1,416,2700281,8380.11%+281,838
NIKE INC CLASS B NPV(NKE)07,272,298+7,272,2980789,5530.31%+789,553
VERALTO CORP W I(VLTO)01,187,566+1,187,566097,6890.04%+97,689
WORKDAY INC COM USD0 001(WDAY)1,270,1541,339,913+69,759272,893369,8960.15%+97,004
GENERAL ELECTRIC CO(GE)4,112,2064,320,882+208,676454,604551,4740.22%+96,870
SHERWIN WILLIAMS CO THE(SHW)1,271,5871,339,580+67,993324,318417,8150.16%+93,497
EXTRA SPACE STORAGE INC(EXR)01,915,950+1,915,9500307,1840.12%+307,184
VERTEX PHARMACEUTICALS INC(VRTX)2,773,7992,599,904-173,895964,5611,057,8750.42%+93,314
US BANCORP(USB)07,916,120+7,916,1200342,6100.13%+342,610
TRANE TECHNOLOGIES PLC(TT)1,889,9711,939,623+49,652383,494473,0740.19%+89,580
3M CO(MMM)03,068,359+3,068,3590335,4330.13%+335,433
PROGRESSIVE CORP(PGR)3,250,3443,394,136+143,792452,773540,6180.21%+87,845
ARISTA NETWORKS INC1,557,2841,588,866+31,582286,431374,1940.15%+87,763
ZOETIS INC(ZTS)02,789,704+2,789,7040550,6040.22%+550,604
CROWN CASTLE INC(CCI)03,096,647+3,096,6470356,7030.14%+356,703
CONSOLIDATED EDISON INC(ED)05,226,412+5,226,4120475,4470.19%+475,447
CINTAS CORP NPV(CTAS)0493,637+493,6370297,4950.12%+297,495
EQUINIX INC(EQIX)0760,413+760,4130612,4290.24%+612,429
INGERSOLL RAND INC(IR)06,239,860+6,239,8600482,5910.19%+482,591
MOODY S CORP US 0 01(MCO)01,003,540+1,003,5400391,9430.15%+391,943
IDEXX LABORATORIES INC(IDXX)0546,827+546,8270303,5160.12%+303,516
CROWDSTRIKE HOLDINGS INC A(CRWD)0960,341+960,3410245,1940.10%+245,194
FISERV INC(FISV)3,499,1973,593,722+94,525395,269477,3900.19%+82,121
DIGITAL REALTY TRUST INC(DLR)3,136,0153,423,516+287,501379,521460,7370.18%+81,216
KEYSIGHT TECHNOLOGIES IN W I(KEYS)02,017,181+2,017,1810320,9130.13%+320,913
SOUTHERN CO(SO)04,655,674+4,655,6740326,4560.13%+326,456
VARONIS SYSTEMS INC(VRNS)02,227,346+2,227,3460100,8540.04%+100,854
FASTENAL CO(FAST)04,511,026+4,511,0260292,1790.11%+292,179
MERCK &#38 CO INC(MRK)012,669,967+12,669,96701,381,2800.54%+1,381,280
FIDELITY NATIONAL INFO SERV(FIS)6,378,4567,173,560+795,104352,537430,9160.17%+78,378
WW GRAINGER INC(GWW)0432,529+432,5290358,4320.14%+358,432
CHUBB LTD
COM
02,145,205+2,145,2050484,8160.19%+484,816
PNC FINANCIAL SERVICES GROUP(PNC)02,265,119+2,265,1190350,7540.14%+350,754
PUBLIC STORAGE(PSA)01,411,544+1,411,5440430,5210.17%+430,521
COGNIZANT TECH SOLUTIONS CL A(CTSH)3,723,3064,361,299+637,993252,217329,4090.13%+77,192
MORGAN STANLEY(MS)05,999,271+5,999,2710559,4320.22%+559,432
GOLDMAN SACHS GROUP(GS)01,327,279+1,327,2790512,0240.20%+512,024
LIBERTY GLOBAL LTD A(LBTYA)04,290,138+4,290,138076,2360.03%+76,236
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