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

Total Portfolio Value
$428.80B
Total Bought
$62.88B
Total Sold
$16.83B
Net Transaction
+$46.06B
Filing Period:
Securities
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SharesValue ($K)
Q3 2024
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Q4 2024
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Change
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Q3 2024
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Q4 2024
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Weight (%)
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Change
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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)57,833,95465,975,984+8,142,03010,776,20114,474,4713.38%+3,698,270
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)54,590,79159,961,337+5,370,54623,490,41725,273,7045.89%+1,783,286
INTUITIVE SURGICAL INC500,0002,826,972+2,326,97250,3601,475,5660.34%+1,425,206
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)33,334,08234,103,417+769,3355,573,1256,494,6551.51%+921,530
ALPHABET INC(GOOG)40,457,85039,391,619-1,066,2316,709,9347,456,8331.74%+746,899
SALESFORCE INC(CRM)8,055,6878,658,132+602,4452,204,9222,894,6730.68%+689,751
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)13,850,67816,867,017+3,016,3391,332,2971,878,1420.44%+545,846
SERVICENOW INC(NOW)2,566,9492,654,825+87,8762,295,8542,814,4330.66%+518,580
INTUIT(INTU)2,300,7893,072,021+771,2321,428,7901,930,7650.45%+501,975
WALMART INC(WMT)23,273,93325,917,346+2,643,4131,879,3702,341,6320.55%+462,262
NETFLIX INC(NFLX)2,807,2282,708,743-98,4851,991,0832,414,3570.56%+423,274
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)40,551,24953,432,827+12,881,578892,1271,216,6650.28%+324,538
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)204,698842,745+638,04775,437377,0270.09%+301,590
PROCTER AND GAMBLE CO(PG)14,049,65116,274,563+2,224,9122,433,4002,728,4300.64%+295,031
MARVELL TECHNOLOGY INC(MRVL)7,264,7737,340,202+75,429523,935810,7250.19%+286,790
COSTCO WHSL CORP NEW(COST)3,075,0653,284,152+209,0872,726,1073,009,1700.70%+283,063
GOLDMAN SACHS GROUP INC(GS)1,707,6321,963,836+256,204845,4661,124,5320.26%+279,066
MORGAN STANLEY(MS)8,454,1779,210,293+756,116881,2631,157,9180.27%+276,655
BRISTOL-MYERS SQUIBB CO(BMY)19,074,82322,271,742+3,196,919986,9311,259,6900.29%+272,758
SCHWAB CHARLES CORP(SCHW)9,142,60211,653,684+2,511,082592,532862,4890.20%+269,957
CADENCE DESIGN SYSTEM INC(CDNS)3,988,8514,416,269+427,4181,081,0981,326,9120.31%+245,814
AUTODESK INC2,385,9873,053,750+667,763657,292902,5970.21%+245,305
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)20,120,53219,413,661-706,8711,136,6091,363,6160.32%+227,007
AGCO CORP457,1752,901,790+2,444,61544,739271,2590.06%+226,520
CITIGROUP INC(C)10,703,21512,497,812+1,794,597670,021879,7210.21%+209,700
AUTOMATIC DATA PROCESSING IN3,238,5263,771,011+532,485896,1971,103,8880.26%+207,691
CAPITAL ONE FINL CORP(COF)2,457,2413,222,533+765,292367,923574,6420.13%+206,719
BOSTON SCIENTIFIC CORP(BSX)9,129,90110,839,362+1,709,461765,086968,1720.23%+203,086
APPLOVIN CORP(APP)982,0381,020,479+38,441128,205330,4620.08%+202,257
EXPAND ENERGY CORPORATION(EXE)457,0762,400,585+1,943,50937,595238,9780.06%+201,384
FISERV INC(FISV)4,232,2774,616,841+384,564760,329948,3910.22%+188,063
BLACKSTONE INC(BX)3,430,9094,109,020+678,111525,375708,4770.17%+183,102
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)4,240,5654,527,759+287,194651,817833,4700.19%+181,653
CROWDSTRIKE HLDGS INC(CRWD)1,570,4401,815,895+245,455440,461621,3270.14%+180,865
DOORDASH INC(DASH)1,715,5392,515,861+800,322244,859422,0360.10%+177,177
PARKER-HANNIFIN CORP(PH)600,202865,970+265,768379,220550,7830.13%+171,563
DIGITAL RLTY TR INC(DLR)4,326,9144,819,606+492,692700,224854,6610.20%+154,436
ABBOTT LABS9,233,93310,666,060+1,432,1271,052,7611,206,4380.28%+153,677
TJX COS INC NEW(TJX)9,182,56410,187,824+1,005,2601,079,3191,230,7910.29%+151,472
BOOKING HOLDINGS INC(BKNG)296,599281,633-14,9661,249,3111,399,2710.33%+149,960
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)2,738,5655,951,283+3,212,718936,0421,082,8950.25%+146,854
FIRST HORIZON CORPORATION(FHN)1,375,4998,202,539+6,827,04021,362165,1990.04%+143,838
T-MOBILE US INC(TMUS)3,457,2423,881,235+423,993713,436856,7050.20%+143,269
CHIPOTLE MEXICAN GRILL INC(CMG)8,271,31810,277,656+2,006,338476,593619,7430.14%+143,149
PAYPAL HLDGS INC(PYPL)6,519,8067,634,664+1,114,858508,740651,6190.15%+142,878
ATLASSIAN CORPORATION1,210,3511,373,394+163,043192,216334,2570.08%+142,041
ALEXANDRIA REAL ESTATE EQ IN141,4301,610,074+1,468,64416,795157,0630.04%+140,268
DEXCOM INC(DXCM)6,348,3977,198,284+849,887425,597559,8110.13%+134,214
ABBVIE INC(ABBV)10,175,92612,058,706+1,882,7802,009,5422,142,8320.50%+133,290
MCKESSON CORP(MCK)1,007,2441,103,050+95,806498,002628,6390.15%+130,638
LULULEMON ATHLETICA INC(LULU)845,375934,919+89,544229,393357,5220.08%+128,130
S&P GLOBAL INC(SPGI)2,713,6173,071,407+357,7901,401,9091,529,6530.36%+127,744
MERCK & CO INC(MRK)17,756,02121,547,758+3,791,7372,016,3742,143,5710.50%+127,197
BOEING CO(BA)2,472,1262,841,432+369,306375,862502,9330.12%+127,071
SNOWFLAKE INC(SNOW)1,935,7792,253,476+317,697222,344347,9590.08%+125,616
MICROSTRATEGY INC(MSTR)639,707802,464+162,757107,855232,4100.05%+124,555
EQUINIX INC(EQIX)1,082,4551,147,559+65,104960,8201,082,0220.25%+121,202
EXELON CORP(EXC)8,967,34312,846,030+3,878,687363,626483,5250.11%+119,899
FIRST CTZNS BANCSHARES INC N(FCNCA)58,529107,523+48,994107,749227,1980.05%+119,449
FORTINET INC(FTNT)5,787,9315,990,190+202,259448,854565,9530.13%+117,099
HUBSPOT INC(HUBS)527,061567,465+40,404280,186395,3930.09%+115,207
BANK NEW YORK MELLON CORP6,634,0887,689,477+1,055,389476,726590,7830.14%+114,057
VERTIV HOLDINGS CO(VRT)1,502,5452,314,934+812,389149,488263,0000.06%+113,511
COINBASE GLOBAL INC(COIN)756,340979,129+222,789134,757243,1180.06%+108,361
STARBUCKS CORP(SBUX)6,294,0487,893,188+1,599,140613,607720,2530.17%+106,647
APOLLO GLOBAL MGMT INC(APO)5,669,1354,917,629-751,506708,132812,1960.19%+104,064
MOODYS CORP(MCO)1,369,9981,590,679+220,681650,187752,9800.18%+102,792
AMERIPRISE FINL INC(AMP)1,424,2081,447,863+23,655669,107770,8860.18%+101,779
GE VERNOVA INC(GEV)1,812,1921,712,856-99,336462,073563,4100.13%+101,337
DISCOVER FINL SVCS1,834,7052,070,170+235,465257,391358,6160.08%+101,225
KKR & CO INC(KKR)3,022,9253,345,537+322,612394,734494,8380.12%+100,105
CME GROUP INC(CME)2,121,8492,437,662+315,813468,186566,0980.13%+97,912
PHILIP MORRIS INTL INC(PM)5,355,1566,209,376+854,220650,116747,2980.17%+97,182
ALLSTATE CORP(ALL)1,896,2702,358,883+462,613359,628454,7690.11%+95,141
ANALOG DEVICES INC(ADI)2,665,5923,333,615+668,023613,539708,2600.17%+94,721
AON PLC(AON)1,050,5371,273,950+223,413363,475457,5520.11%+94,077
EMERSON ELEC CO(EMR)3,523,3943,862,749+339,355385,354478,7100.11%+93,357
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UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC — 13F Holdings — Q4 2024 | TickerTrail