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

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
3347
Quarter
2025 Q4
Top Holding
NVDA (7.7%)
Top 10 Concentration
35.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 3347
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
NVDA
NVIDIA CORPORAT...
Technology 7.72% 7.96% #1
Prev: #1
3.1 -488,810 -0.2%
P
S
195,880,001 $36,531,620,191
$66.18 +185.3%
$186.49 +1.3%
1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 6.15% 6.70% #2
Prev: #2
4.5 629,602 1.1%
P
S
60,172,863 $29,100,800,004
$133.92 +252.3%
$482.52 -2.2%
1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 6.06% 5.82% #3
Prev: #3
4.4 189,052 0.2%
P
S
105,465,608 $28,671,880,189
$107.43 +152.0%
$271.61 -0.3%
1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 3.41% 3.30% #4
Prev: #4
3.4 592,972 0.9%
P
S
69,840,296 $16,120,537,123 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 2.71% 2.29% #5 1
Prev: #6
1.1 -2,395,990 -5.5%
P
S
40,906,995 $12,803,889,435 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Technology 2.44% 2.55% #6 1
Prev: #5
1.0 -2,251,182 -6.3%
P
S
33,396,452 $11,558,512,037 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC
Communication Services 2.06% 1.58% #7 2
Prev: #9
2.8 1,221,889 4.1%
P
S
31,045,362 $9,742,034,595 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TSLA
TESLA INC
Consumer Cyclical 1.92% 1.91% #8
Prev: #8
2.8 411,464 2.1%
P
S
20,210,335 $9,088,991,856 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 1.83% 1.92% #9 2
Prev: #7
2.8 1,018,914 8.4%
P
S
13,086,857 $8,638,503,437 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LLY
ELI LILLY & CO
Healthcare 1.48% 1.07% #10 1
Prev: #11
2.6 66,373 1.0%
P
S
6,499,330 $6,984,699,965 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JPMORGAN CHASE ...
Financial Services 1.12% 1.14% #11 1
Prev: #10
0.5 -232,398 -1.4%
P
S
16,401,871 $5,285,010,873 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
V
VISA INC
Financial Services 0.95% 0.95% #12
Prev: #12
0.4 -18,774 -0.1%
P
S
12,766,001 $4,477,164,209 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BRK/B
BERKSHIRE HATHA...
Financial Services 0.84% 0.72% #13 2
Prev: #15
2.4 1,385,720 21.1%
P
S
7,948,832 $3,995,480,406 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMD
ADVANCED MICRO ...
Technology 0.84% 0.66% #14 4
Prev: #18
0.3 -220,898 -1.2%
P
S
18,630,782 $3,989,968,273 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MA
MASTERCARD INCO...
Financial Services 0.80% 0.82% #15 2
Prev: #13
0.3 -25,304 -0.4%
P
S
6,614,640 $3,776,165,684 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JNJ
JOHNSON & JOHNS...
Healthcare 0.76% 0.64% #16 3
Prev: #19
2.3 1,376,828 8.7%
P
S
17,275,937 $3,575,255,163 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NFLX
NETFLIX INC
ETF 0.63% 0.71% #17 1
Prev: #16
2.6 29,224,840 1064.3%
P
S
31,970,811 $2,997,583,238 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ABBV
ABBVIE INC
Healthcare 0.62% 0.63% #18 4
Prev: #22
2.3 343,190 2.7%
P
S
12,924,311 $2,953,075,820 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WMT
WALMART INC
Consumer Defensive 0.62% 0.64% #19 2
Prev: #21
0.3 -2,103,047 -7.4%
P
S
26,294,165 $2,929,432,923 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HD
HOME DEPOT INC
Consumer Cyclical 0.58% 0.69% #20 3
Prev: #17
2.2 152,902 1.9%
P
S
8,040,796 $2,766,837,905 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CSCO
CISCO SYS INC
Technology 0.58% 0.53% #21 5
Prev: #26
0.2 -31,900 -0.1%
P
S
35,857,418 $2,762,096,908 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMAT
APPLIED MATLS I...
Technology 0.58% 0.41% #22 14
Prev: #36
2.3 1,558,749 17.1%
P
S
10,688,232 $2,746,768,742 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ORCL
ORACLE CORP
Technology 0.56% 0.75% #23 9
Prev: #14
2.2 1,137,264 9.2%
P
S
13,477,803 $2,626,958,583 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PG
PROCTER AND GAM...
Consumer Defensive 0.54% 0.64% #24 4
Prev: #20
0.2 -1,516,419 -7.9%
P
S
17,669,120 $2,532,161,587 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PLTR
PALANTIR TECHNO...
Technology 0.53% 0.61% #25 1
Prev: #24
0.2 -1,273,301 -8.2%
P
S
14,226,385 $2,528,739,934 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
K
KELLANOVA
Consumer Defensive 0.00% 0.05%
Sold All 😨
(Was: #343)
0.3 -2,571,184 -100.0%
CLOSED
$— 1999 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IPG
INTERPUBLIC GRO...
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #581)
0.3 -2,079,089 -100.0%
CLOSED
$— 1999 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
COOP
MR COOPER GROUP...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #685)
0.3 -154,024 -100.0%
CLOSED
$— 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LNW
LIGHT & WONDER ...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #913)
0.3 -191,815 -100.0%
CLOSED
$— 2005 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UBS
UBS GROUP AG
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1048)
0.3 -257,886 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPR
SPIRIT AEROSYST...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1078)
0.3 -251,291 -100.0%
CLOSED
$— 2007 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CWK
CUSHMAN WAKEFIE...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1115)
0.3 -550,021 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
INFA
INFORMATICA INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1173)
0.3 -306,471 -100.0%
CLOSED
$— 2009 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ALE
ALLETE INC
Utilities 0.00% 0.00%
Sold All 😨
(Was: #1222)
0.3 -102,666 -100.0%
CLOSED
$— 2004 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PINC
PREMIER INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1228)
0.3 -242,637 -100.0%
CLOSED
$— 2014 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HBI
HANESBRANDS INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1304)
0.3 -870,814 -100.0%
CLOSED
$— 2006 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AKRO
AKERO THERAPEUT...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1394)
0.3 -99,917 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TGB
TASEKO MINES LT...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #1401)
0.3 -1,100,000 -100.0%
CLOSED
$— 2013 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AVDX
AVIDXCHANGE HOL...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1484)
0.3 -389,614 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MRC
MRC GLOBAL INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1489)
0.3 -267,091 -100.0%
CLOSED
$— 2013 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VBTX
VERITEX HLDGS I...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1494)
0.3 -113,601 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ETNB
89BIO INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1522)
0.3 -241,011 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CQQQ
INVESCO EXCH TR...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1538)
0.3 -58,646 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SCS
STEELCASE INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1585)
0.3 -176,191 -100.0%
CLOSED
$— 2012 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VRNT
VERINT SYS INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #1607)
0.3 -143,300 -100.0%
CLOSED
$— 2004 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SLVP
ISHARES INC
ETF 0.00% 0.00%
Sold All 😨
(Was: #1621)
0.3 -101,633 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ODP
THE ODP CORP
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1633)
0.3 -95,755 -100.0%
CLOSED
$— 1999 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HSII
HEIDRICK & STRU...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1697)
0.3 -45,541 -100.0%
CLOSED
$— 2006 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IAG
IAMGOLD CORP
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #1716)
0.3 -166,215 -100.0%
CLOSED
$— 2005 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VMEO
VIMEO INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1738)
0.3 -264,847 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PRO
PROS HOLDINGS I...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1751)
0.3 -86,888 -100.0%
CLOSED
$— 2013 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
ALIBABA GROUP H...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1789)
0.3 -1,000,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
MLNK
MERIDIANLINK IN...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1790)
0.3 -91,757 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EPOL
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #1791)
0.3 -56,768 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DHC
DIVERSIFIED HEA...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1851)
0.3 -349,339 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IQ
IQIYI INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1858)
0.3 -591,590 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MTSR
METSERA INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1861)
0.3 -28,895 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EXK
ENDEAVOUR SILVE...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #1880)
0.3 -180,823 -100.0%
CLOSED
$— 2013 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KSPI
KASPI KZ JSC
Technology 0.00% 0.00%
Sold All 😨
(Was: #1902)
0.3 -16,456 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ARIS
ARIS WATER SOLU...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1907)
0.3 -53,852 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KRP
KIMBELL RTY PAR...
Energy 0.00% 0.00%
Sold All 😨
(Was: #1908)
0.3 -98,011 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
OMI
OWENS & MINOR I...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #2006)
0.3 -211,119 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IAS
INTEGRAL AD SCI...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #2017)
0.3 -96,703 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FINV
FINVOLUTION GRO...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #2033)
0.3 -127,744 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ARKO
ARKO CORP
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #2066)
0.3 -180,832 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MLR
MILLER INDS INC...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #2074)
0.3 -20,202 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EPHE
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #2097)
0.3 -29,300 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EOLS
EVOLUS INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #2106)
0.3 -112,966 -100.0%
CLOSED
$— 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TRML
TOURMALINE BIO ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2121)
0.3 -12,987 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TTGT
TECHTARGET INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #2137)
0.3 -99,480 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JKS
JINKOSOLAR HLDG...
Technology 0.00% 0.00%
Sold All 😨
(Was: #2154)
0.3 -21,308 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CRD/A
CRAWFORD & CO
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #2175)
0.3 -40,728 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VTLE
VITAL ENERGY IN...
Energy 0.00% 0.00%
Sold All 😨
(Was: #2176)
0.3 -25,714 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EH
EHANG HLDGS LTD
Industrials 0.00% 0.00%
Sold All 😨
(Was: #2191)
0.3 -19,400 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPNS
SAPIENS INTL CO...
Technology 0.00% 0.00%
Sold All 😨
(Was: #2192)
0.3 -8,329 -100.0%
CLOSED
$— 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
USNA
USANA HEALTH SC...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #2196)
0.3 -12,596 -100.0%
CLOSED
$— 2013 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MOMO
HELLO GROUP INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #2197)
0.3 -44,011 -100.0%
CLOSED
$— 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SFD
SMITHFIELD FOOD...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #2198)
0.3 -13,580 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WEST
WESTROCK COFFEE...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #2210)
0.3 -55,894 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HPK
HIGHPEAK ENERGY...
Energy 0.00% 0.00%
Sold All 😨
(Was: #2230)
0.3 -22,476 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ILPT
INDUSTRIAL LOGI...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #2232)
0.3 -18,300 -100.0%
CLOSED
$— 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PLTK
PLAYTIKA HLDG C...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #2235)
0.3 -15,501 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FENY
FIDELITY COVING...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2239)
0.3 -2,169 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SNFCA
SECURITY NATL F...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #2243)
0.3 -3,681 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OBDC
BLUE OWL CAPITA...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #2244)
0.3 -2,323 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BSTZ
BLACKROCK SCIEN...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #2246)
0.3 -968 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CRML
CRITICAL METALS...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #2270)
0.3 -80 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 3347 holdings

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