UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC

PrivateCIK: 861177
Location

NEW YORK, NY

📋 What this filing means

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC filed this quarterly 13F‑HR report disclosing 2522 equity positions with a total reported market value of $190.73B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

2522
Positions
$190.73B
Total AUM (reported)
4.19B
Total Shares

Allocation by class

TOTAL AUM$190.73B2522 positions
EQUITY US CM$172.11B90.2%
REST INV TS$7.53B3.9%
NON US EQTY$5.23B2.7%
ADR-EMG MKT$3.30B1.7%
CONV BD US$1.74B0.9%
ADR-DEV MKT$296.66M0.2%
EQUITY CA$180.14M0.1%

Portfolio Concentration

Top 311.6%4–107.7%11–2511.6%Rest69.1%TOP 1019.3%0%100%
Top 3$22.08B11.6%
4–10$14.75B7.7%
11–25$22.05B11.6%
Rest$131.85B69.1%

Top 3 weight

11.6%

Top 10 weight

19.3%

Voting Authority Distribution

Total shares with voting rights: 4.19B

Sole

Full voting authority

3.09B

shares

% of voting shares73.6%
Shared

Joint voting authority

5.29M

shares

% of voting shares0.1%
None

No voting authority

1.10B

shares

% of voting shares26.2%

Investment Discretion (by position count)

Sole510
Shared0
Other2012
Dominant voting typeSole · 73.6% of voting shares
Institutional Holdings2522
Rows:

MICROSOFT CORP

DFND
EQUITY US CM
Shares40.26M
TypeSH
Market value$9.66B
5.06%
Sole
23.53M
Shared
199.53K
None
16.54M

APPLE INC

DFND
EQUITY US CM
Shares69.02M
TypeSH
Market value$8.97B
4.70%
Sole
36.97M
Shared
148.66K
None
31.90M

AMAZON COM INC

DFND
EQUITY US CM
Shares41.17M
TypeSH
Market value$3.46B
1.81%
Sole
18.84M
Shared
229.82K
None
22.11M

UNITEDHEALTH GROUP INC

DFND
EQUITY US CM
Shares5.15M
TypeSH
Market value$2.73B
1.43%
Sole
3.12M
Shared
30.14K
None
2.01M

ALPHABET INC CL A

DFND
EQUITY US CM
Shares26.94M
TypeSH
Market value$2.38B
1.25%
Sole
13.99M
Shared
227.39K
None
12.72M

ALPHABET INC CL C

DFND
EQUITY US CM
Shares23.37M
TypeSH
Market value$2.07B
1.09%
Sole
11.40M
Shared
0.00
None
11.97M

NVIDIA

DFND
EQUITY US CM
Shares13.96M
TypeSH
Market value$2.04B
1.07%
Sole
8.59M
Shared
18.21K
None
5.35M

JOHNSON &#38 JOHNSON

DFND
EQUITY US CM
Shares11.04M
TypeSH
Market value$1.95B
1.02%
Sole
5.69M
Shared
17.37K
None
5.34M

VISA INC CLASS A SHARES

DFND
EQUITY US CM
Shares8.81M
TypeSH
Market value$1.83B
0.96%
Sole
5.34M
Shared
39.12K
None
3.43M

ABBVIE INC

DFND
EQUITY US CM
Shares10.77M
TypeSH
Market value$1.74B
0.91%
Sole
5.90M
Shared
95.64K
None
4.77M

HOME DEPOT

DFND
EQUITY US CM
Shares5.41M
TypeSH
Market value$1.71B
0.90%
Sole
3.05M
Shared
0.00
None
2.36M

PEPSICO INC

DFND
EQUITY US CM
Shares9.08M
TypeSH
Market value$1.64B
0.86%
Sole
5.04M
Shared
50.66K
None
3.99M

MASTERCARD INC CLASS A

DFND
EQUITY US CM
Shares4.63M
TypeSH
Market value$1.61B
0.84%
Sole
2.86M
Shared
47.30K
None
1.72M

ELI LILLY &#38 CO COM NPV

DFND
EQUITY US CM
Shares4.28M
TypeSH
Market value$1.57B
0.82%
Sole
2.02M
Shared
0.00
None
2.26M

TESLA INC

DFND
EQUITY US CM
Shares12.33M
TypeSH
Market value$1.52B
0.80%
Sole
6.93M
Shared
27.05K
None
5.38M

COCA COLA

DFND
EQUITY US CM
Shares23.51M
TypeSH
Market value$1.50B
0.78%
Sole
12.86M
Shared
45.74K
None
10.61M

PROCTER &#38 GAMBLE CO

DFND
EQUITY US CM
Shares9.85M
TypeSH
Market value$1.49B
0.78%
Sole
5.01M
Shared
0.00
None
4.84M

BERKSHIRE HATHAWAY INC CLASS B

DFND
EQUITY US CM
Shares4.81M
TypeSH
Market value$1.49B
0.78%
Sole
2.29M
Shared
0.00
None
2.52M

JPMORGAN CHASE &#38 COMPANY

DFND
EQUITY US CM
Shares11.03M
TypeSH
Market value$1.48B
0.78%
Sole
5.85M
Shared
34.60K
None
5.14M

PFIZER

DFND
EQUITY US CM
Shares27.99M
TypeSH
Market value$1.43B
0.75%
Sole
13.48M
Shared
0.00
None
14.52M

EXXON MOBIL CORPORATION

DFND
EQUITY US CM
Shares12.73M
TypeSH
Market value$1.40B
0.74%
Sole
5.22M
Shared
12.66K
None
7.50M

MERCK &#38 CO INC

DFND
EQUITY US CM
Shares12.23M
TypeSH
Market value$1.36B
0.71%
Sole
6.05M
Shared
0.00
None
6.17M

CISCO SYSTEMS INC

DFND
EQUITY US CM
Shares28.14M
TypeSH
Market value$1.34B
0.70%
Sole
17.79M
Shared
0.00
None
10.35M

ADOBE INC

DFND
EQUITY US CM
Shares3.85M
TypeSH
Market value$1.29B
0.68%
Sole
2.40M
Shared
22.56K
None
1.42M

META PLATFORMS INC

DFND
EQUITY US CM
Shares10.14M
TypeSH
Market value$1.22B
0.64%
Sole
4.74M
Shared
10.82K
None
5.39M
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