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

Total Portfolio Value
$428.80B
Total Bought
$61.70B
Total Sold
$16.88B
Net Transaction
+$44.83B
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)180,403,789200,898,191+20,494,40221,908,23626,978,6186.29%+5,070,382
APPLE INC(AAPL)91,568,390104,706,358+13,137,96821,335,43526,220,5666.11%+4,885,131
AMAZON COM INC(AMZN)065,975,984+65,975,984014,474,4713.38%+14,474,471
TESLA INC(TSLA)24,377,82224,536,519+158,6976,377,9709,908,8282.31%+3,530,858
BROADCOM INC(AVGO)33,819,67534,401,379+581,7045,833,8947,975,6161.86%+2,141,722
MICROSOFT CORP(MSFT)059,961,337+59,961,337025,273,7045.89%+25,273,704
BLACKROCK INC(BLK)01,095,241+1,095,24101,122,7430.26%+1,122,743
JPMORGAN CHASE & CO.(JPM)15,084,91917,550,491+2,465,5723,180,8064,207,0280.98%+1,026,222
VISA INC(V)11,597,96913,321,754+1,723,7853,188,8624,210,2070.98%+1,021,346
LAM RESEARCH CORP(LRCX)013,574,691+13,574,6910980,5000.23%+980,500
ARISTA NETWORKS INC(ANET)08,641,326+8,641,3260955,1260.22%+955,126
ALPHABET INC(GOOG)034,103,417+34,103,41706,494,6551.51%+6,494,655
ALPHABET INC(GOOG)039,391,619+39,391,61907,456,8331.74%+7,456,833
SALESFORCE INC(CRM)08,658,132+8,658,13202,894,6730.68%+2,894,673
UNITEDHEALTH GROUP INC(UNH)6,291,7088,592,718+2,301,0103,678,6364,346,7121.01%+668,076
MASTERCARD INCORPORATED(MA)6,308,6847,033,571+724,8873,115,2283,703,6670.86%+588,439
DISNEY WALT CO(DIS)016,867,017+16,867,01701,878,1420.44%+1,878,142
SERVICENOW INC(NOW)2,566,9492,654,825+87,8762,295,8542,814,4330.66%+518,580
INTUIT(INTU)03,072,021+3,072,02101,930,7650.45%+1,930,765
WALMART INC(WMT)23,273,93325,917,346+2,643,4131,879,3702,341,6320.55%+462,262
NETFLIX INC(NFLX)02,708,743+2,708,74302,414,3570.56%+2,414,357
PALANTIR TECHNOLOGIES INC(PLTR)10,188,11410,532,241+344,127378,998796,5530.19%+417,556
BANK AMERICA CORP39,999,41345,092,517+5,093,1041,587,1771,981,8160.46%+394,639
CISCO SYS INC(CSCO)33,834,26936,471,275+2,637,0061,800,6602,159,0990.50%+358,440
ORACLE CORP(ORCL)11,474,91213,825,360+2,350,4481,955,3252,303,8580.54%+348,533
AT&T INC(T)053,432,827+53,432,82701,216,6650.28%+1,216,665
APTIV PLC(APTV)05,363,269+5,363,2690324,3710.08%+324,371
META PLATFORMS INC(META)11,726,95112,007,308+280,3576,712,9767,030,3991.64%+317,423
SPOTIFY TECHNOLOGY S A(SPOT)0842,745+842,7450377,0270.09%+377,027
PROCTER AND GAMBLE CO(PG)14,049,65116,274,563+2,224,9122,433,4002,728,4300.64%+295,031
MARVELL TECHNOLOGY INC(MRVL)07,340,202+7,340,2020810,7250.19%+810,725
COSTCO WHSL CORP NEW(COST)3,075,0653,284,152+209,0872,726,1073,009,1700.70%+283,063
GOLDMAN SACHS GROUP INC(GS)01,963,836+1,963,83601,124,5320.26%+1,124,532
MORGAN STANLEY(MS)09,210,293+9,210,29301,157,9180.27%+1,157,918
BRISTOL-MYERS SQUIBB CO(BMY)19,074,82322,271,742+3,196,919986,9311,259,6900.29%+272,758
SCHWAB CHARLES CORP(SCHW)011,653,684+11,653,6840862,4890.20%+862,489
CADENCE DESIGN SYSTEM INC(CDNS)04,416,269+4,416,26901,326,9120.31%+1,326,912
AUTODESK INC03,053,750+3,053,7500902,5970.21%+902,597
INTUITIVE SURGICAL INC02,826,972+2,826,97201,475,5660.34%+1,475,566
AMERICAN EXPRESS CO(AXP)4,606,9865,015,269+408,2831,249,4151,488,4820.35%+239,067
GILEAD SCIENCES INC(GILD)10,628,94212,234,672+1,605,730891,1301,130,1170.26%+238,986
UNION PAC CORP(UNP)3,674,0154,968,658+1,294,643905,5711,133,0530.26%+227,482
WELLS FARGO CO NEW(WFC)019,413,661+19,413,66101,363,6160.32%+1,363,616
AGCO CORP02,901,790+2,901,7900271,2590.06%+271,259
CITIGROUP INC(C)012,497,812+12,497,8120879,7210.21%+879,721
AUTOMATIC DATA PROCESSING IN3,238,5263,771,011+532,485896,1971,103,8880.26%+207,691
CAPITAL ONE FINL CORP(COF)03,222,533+3,222,5330574,6420.13%+574,642
BOSTON SCIENTIFIC CORP(BSX)010,839,362+10,839,3620968,1720.23%+968,172
APPLOVIN CORP(APP)01,020,479+1,020,4790330,4620.08%+330,462
EXPAND ENERGY CORPORATION(EXE)02,400,585+2,400,5850238,9780.06%+238,978
FISERV INC(FISV)04,616,841+4,616,8410948,3910.22%+948,391
BLACKSTONE INC(BX)04,109,020+4,109,0200708,4770.17%+708,477
ACCENTURE PLC IRELAND
SHS CLASS A
5,491,7366,036,845+545,1091,941,2192,123,7020.50%+182,483
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)04,527,759+4,527,7590833,4700.19%+833,470
CROWDSTRIKE HLDGS INC(CRWD)01,815,895+1,815,8950621,3270.14%+621,327
DOORDASH INC(DASH)02,515,861+2,515,8610422,0360.10%+422,036
PARKER-HANNIFIN CORP(PH)0865,970+865,9700550,7830.13%+550,783
DIGITAL RLTY TR INC(DLR)4,326,9144,819,606+492,692700,224854,6610.20%+154,436
ABBOTT LABS010,666,060+10,666,06001,206,4380.28%+1,206,438
TJX COS INC NEW(TJX)9,182,56410,187,824+1,005,2601,079,3191,230,7910.29%+151,472
BOOKING HOLDINGS INC(BKNG)0281,633+281,63301,399,2710.33%+1,399,271
INTERNATIONAL BUSINESS MACHS(IBM)7,389,5108,112,092+722,5821,633,6731,783,2810.42%+149,608
PROGRESSIVE CORP(PGR)5,067,9245,983,567+915,6431,286,0361,433,7220.33%+147,686
PALO ALTO NETWORKS INC(PANW)05,951,283+5,951,28301,082,8950.25%+1,082,895
FIRST HORIZON CORPORATION(FHN)08,202,539+8,202,5390165,1990.04%+165,199
T-MOBILE US INC(TMUS)03,881,235+3,881,2350856,7050.20%+856,705
CHIPOTLE MEXICAN GRILL INC(CMG)010,277,656+10,277,6560619,7430.14%+619,743
PAYPAL HLDGS INC(PYPL)07,634,664+7,634,6640651,6190.15%+651,619
ATLASSIAN CORPORATION01,373,394+1,373,3940334,2570.08%+334,257
ALEXANDRIA REAL ESTATE EQ IN01,610,074+1,610,0740157,0630.04%+157,063
DEXCOM INC(DXCM)07,198,284+7,198,2840559,8110.13%+559,811
ABBVIE INC(ABBV)10,175,92612,058,706+1,882,7802,009,5422,142,8320.50%+133,290
MCKESSON CORP(MCK)01,103,050+1,103,0500628,6390.15%+628,639
LULULEMON ATHLETICA INC(LULU)0934,919+934,9190357,5220.08%+357,522
S&P GLOBAL INC(SPGI)2,713,6173,071,407+357,7901,401,9091,529,6530.36%+127,744
MERCK & CO INC(MRK)021,547,758+21,547,75802,143,5710.50%+2,143,571
BOEING CO(BA)02,841,432+2,841,4320502,9330.12%+502,933
SNOWFLAKE INC(SNOW)02,253,476+2,253,4760347,9590.08%+347,959
MICROSTRATEGY INC(MSTR)0802,464+802,4640232,4100.05%+232,410
EQUINIX INC(EQIX)1,082,4551,147,559+65,104960,8201,082,0220.25%+121,202
EXELON CORP(EXC)012,846,030+12,846,0300483,5250.11%+483,525
FIRST CTZNS BANCSHARES INC N(FCNCA)0107,523+107,5230227,1980.05%+227,198
FORTINET INC(FTNT)5,787,9315,990,190+202,259448,854565,9530.13%+117,099
HUBSPOT INC(HUBS)0567,465+567,4650395,3930.09%+395,393
BANK NEW YORK MELLON CORP07,689,477+7,689,4770590,7830.14%+590,783
VERTIV HOLDINGS CO(VRT)02,314,934+2,314,9340263,0000.06%+263,000
COINBASE GLOBAL INC(COIN)0979,129+979,1290243,1180.06%+243,118
STARBUCKS CORP(SBUX)07,893,188+7,893,1880720,2530.17%+720,253
APOLLO GLOBAL MGMT INC(APO)5,669,1354,917,629-751,506708,132812,1960.19%+104,064
MOODYS CORP(MCO)01,590,679+1,590,6790752,9800.18%+752,980
AMERIPRISE FINL INC(AMP)01,447,863+1,447,8630770,8860.18%+770,886
GE VERNOVA INC(GEV)1,812,1921,712,856-99,336462,073563,4100.13%+101,337
DISCOVER FINL SVCS02,070,170+2,070,1700358,6160.08%+358,616
KKR & CO INC(KKR)03,345,537+3,345,5370494,8380.12%+494,838
CME GROUP INC(CME)02,437,662+2,437,6620566,0980.13%+566,098
PHILIP MORRIS INTL INC(PM)5,355,1566,209,376+854,220650,116747,2980.17%+97,182
ALLSTATE CORP(ALL)02,358,883+2,358,8830454,7690.11%+454,769
ANALOG DEVICES INC(ADI)03,333,615+3,333,6150708,2600.17%+708,260
AON PLC(AON)1,050,5371,273,950+223,413363,475457,5520.11%+94,077
EMERSON ELEC CO(EMR)03,862,749+3,862,7490478,7100.11%+478,710
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