UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
โขCIK: 861177โขFiling: Q4 2025
UBS Asset Management Americas LLC, a distinct business unit of UBS, manages $473 billion in assets with a focus on technology and growth stocks, as evidenced by top holdings like NVDA, MSFT, and AAPL. Recently, the fund has made notable moves by adding LRCX, BLK, and ANET, while significantly increasing positions in NTES and BABA, reflecting a strategy that capitalizes on both established tech giants and emerging Asian tech opportunities.
Total AUM
$472.9B
QoQ Performance
N/A
Positions
2,898
Top 10 Concentration
44.1%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
MSFT
AAPL
NVDA7.7%
MSFT6.2%
AAPL6.1%
AMZN3.4%
GOOGL2.7%
AVGO2.4%
GOOG2.1%
TSLA1.9%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Technology42.7%
Other22.4%
Consumer10.5%
Financial8.4%
Healthcare7.6%
Industrial2.6%
Communication2.3%
Materials1.0%
๐ช Exited Positionssold since Q2 2024
+2507 more exited positions
Changes from Q2 2024
NEW5 new positions
โ149 increased
โ46 decreased
Historical Filings
Q4 2025Q2 2024Q1 2024Q4 2023