Filed: 5/19/2025ACC: 0000950123-25-005812
📋 What this filing means
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC filed this quarterly 13F‑HR report disclosing 2638 equity positions with a total reported market value of $390.54B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2638
Positions
$390.54B
Total AUM (reported)
3.86B
Total Shares
Allocation by class
COM$297.05B76.1%
CL A$25.08B6.4%
COM NEW$11.46B2.9%
SHS$10.08B2.6%
COM CL A$7.44B1.9%
CAP STK CL A$6.78B1.7%
CAP STK CL C$5.01B1.3%
Portfolio Concentration
Top 3$53.02B13.6%
4–10$38.91B10.0%
11–25$43.80B11.2%
Rest$254.81B65.2%
Top 3 weight
13.6%
Top 10 weight
23.5%
Voting Authority Distribution
Total shares with voting rights: 3.86B
Sole
Full voting authority
2.25B
shares
% of voting shares58.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.62B
shares
% of voting shares41.9%
Investment Discretion (by position count)
Sole11
Shared0
Other2627
Dominant voting typeSole · 58.1% of voting shares
Institutional Holdings2638
Rows:
MICROSOFT CORP
DFNDShares62.27M
TypeSH
Market value$23.37B
5.99%
Sole
35.86M
Shared
0.00
None
26.41M
NVIDIA CORPORATION
DFNDShares206.79M
TypeSH
Market value$22.41B
5.74%
Sole
118.52M
Shared
0.00
None
88.27M
META PLATFORMS INC
DFNDShares12.54M
TypeSH
Market value$7.23B
1.85%
Sole
6.99M
Shared
0.00
None
5.55M
ALPHABET INC
DFNDShares43.87M
TypeSH
Market value$6.78B
1.74%
Sole
25.62M
Shared
0.00
None
18.24M
TESLA INC
DFNDShares23.52M
TypeSH
Market value$6.10B
1.56%
Sole
14.28M
Shared
0.00
None
9.25M
BROADCOM INC
DFNDShares35.24M
TypeSH
Market value$5.90B
1.51%
Sole
18.31M
Shared
0.00
None
16.93M
ELI LILLY & CO
DFNDShares6.78M
TypeSH
Market value$5.60B
1.43%
Sole
3.60M
Shared
0.00
None
3.18M
ALPHABET INC
DFNDShares32.04M
TypeSH
Market value$5.01B
1.28%
Sole
18.65M
Shared
0.00
None
13.39M
VISA INC
DFNDShares14.28M
TypeSH
Market value$5.00B
1.28%
Sole
7.84M
Shared
0.00
None
6.44M
JPMORGAN CHASE & CO.
DFNDShares18.44M
TypeSH
Market value$4.52B
1.16%
Sole
9.03M
Shared
0.00
None
9.41M
MASTERCARD INCORPORATED
DFNDShares7.18M
TypeSH
Market value$3.93B
1.01%
Sole
4.06M
Shared
0.00
None
3.12M
UNITEDHEALTH GROUP INC
DFNDShares7.44M
TypeSH
Market value$3.90B
1.00%
Sole
3.88M
Shared
0.00
None
3.56M
BERKSHIRE HATHAWAY INC DEL
DFNDShares7.15M
TypeSH
Market value$3.81B
0.97%
Sole
4.23M
Shared
0.00
None
2.91M
HOME DEPOT INC
DFNDShares8.95M
TypeSH
Market value$3.28B
0.84%
Sole
4.81M
Shared
0.00
None
4.14M
COSTCO WHSL CORP NEW
DFNDShares3.23M
TypeSH
Market value$3.05B
0.78%
Sole
1.49M
Shared
0.00
None
1.74M
APPLE INC
DFNDShares13.37M
TypeSH
Market value$2.97B
0.76%
Sole
13.09M
Shared
0.00
None
284.76K
PROCTER AND GAMBLE CO
DFNDShares17.29M
TypeSH
Market value$2.95B
0.75%
Sole
9.21M
Shared
0.00
None
8.09M
NETFLIX INC
DFNDShares3.01M
TypeSH
Market value$2.80B
0.72%
Sole
1.74M
Shared
0.00
None
1.27M
JOHNSON & JOHNSON
DFNDShares16.35M
TypeSH
Market value$2.71B
0.69%
Sole
9.51M
Shared
0.00
None
6.85M
ABBVIE INC
DFNDShares12.77M
TypeSH
Market value$2.68B
0.69%
Sole
5.89M
Shared
0.00
None
6.88M
SALESFORCE INC
DFNDShares9.26M
TypeSH
Market value$2.48B
0.64%
Sole
5.60M
Shared
0.00
None
3.66M
WALMART INC
DFNDShares26.73M
TypeSH
Market value$2.35B
0.60%
Sole
14.13M
Shared
0.00
None
12.60M
CISCO SYS INC
DFNDShares37.80M
TypeSH
Market value$2.33B
0.60%
Sole
21.86M
Shared
0.00
None
15.93M
UBS GROUP AG
DFNDShares74.89M
TypeSH
Market value$2.29B
0.59%
Sole
73.99M
Shared
0.00
None
907.13K
SERVICENOW INC
DFNDShares2.84M
TypeSH
Market value$2.26B
0.58%
Sole
1.86M
Shared
0.00
None
984.66K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COM | 62.27M | SH | $23.37B 5.99% | 35.86M | 0.00 | 26.41M |
NVIDIA CORPORATIONDFND | COM | 206.79M | SH | $22.41B 5.74% | 118.52M | 0.00 | 88.27M |
META PLATFORMS INCDFND | CL A | 12.54M | SH | $7.23B 1.85% | 6.99M | 0.00 | 5.55M |
ALPHABET INCDFND | CAP STK CL A | 43.87M | SH | $6.78B 1.74% | 25.62M | 0.00 | 18.24M |
TESLA INCDFND | COM | 23.52M | SH | $6.10B 1.56% | 14.28M | 0.00 | 9.25M |
BROADCOM INCDFND | COM | 35.24M | SH | $5.90B 1.51% | 18.31M | 0.00 | 16.93M |
ELI LILLY & CODFND | COM | 6.78M | SH | $5.60B 1.43% | 3.60M | 0.00 | 3.18M |
ALPHABET INCDFND | CAP STK CL C | 32.04M | SH | $5.01B 1.28% | 18.65M | 0.00 | 13.39M |
VISA INCDFND | COM CL A | 14.28M | SH | $5.00B 1.28% | 7.84M | 0.00 | 6.44M |
JPMORGAN CHASE & CO.DFND | COM | 18.44M | SH | $4.52B 1.16% | 9.03M | 0.00 | 9.41M |
MASTERCARD INCORPORATEDDFND | CL A | 7.18M | SH | $3.93B 1.01% | 4.06M | 0.00 | 3.12M |
UNITEDHEALTH GROUP INCDFND | COM | 7.44M | SH | $3.90B 1.00% | 3.88M | 0.00 | 3.56M |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 7.15M | SH | $3.81B 0.97% | 4.23M | 0.00 | 2.91M |
HOME DEPOT INCDFND | COM | 8.95M | SH | $3.28B 0.84% | 4.81M | 0.00 | 4.14M |
COSTCO WHSL CORP NEWDFND | COM | 3.23M | SH | $3.05B 0.78% | 1.49M | 0.00 | 1.74M |
APPLE INCDFND | COM | 13.37M | SH | $2.97B 0.76% | 13.09M | 0.00 | 284.76K |
PROCTER AND GAMBLE CODFND | COM | 17.29M | SH | $2.95B 0.75% | 9.21M | 0.00 | 8.09M |
NETFLIX INCDFND | COM | 3.01M | SH | $2.80B 0.72% | 1.74M | 0.00 | 1.27M |
JOHNSON & JOHNSONDFND | COM | 16.35M | SH | $2.71B 0.69% | 9.51M | 0.00 | 6.85M |
ABBVIE INCDFND | COM | 12.77M | SH | $2.68B 0.69% | 5.89M | 0.00 | 6.88M |
SALESFORCE INCDFND | COM | 9.26M | SH | $2.48B 0.64% | 5.60M | 0.00 | 3.66M |
WALMART INCDFND | COM | 26.73M | SH | $2.35B 0.60% | 14.13M | 0.00 | 12.60M |
CISCO SYS INCDFND | COM | 37.80M | SH | $2.33B 0.60% | 21.86M | 0.00 | 15.93M |
UBS GROUP AGDFND | SHS | 74.89M | SH | $2.29B 0.59% | 73.99M | 0.00 | 907.13K |
SERVICENOW INCDFND | COM | 2.84M | SH | $2.26B 0.58% | 1.86M | 0.00 | 984.66K |
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