UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC AAPL — APPLE INC

Ownership history in UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC  ·  103 quarters on record

AI Ownership Summary

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC reported APPLE INC (AAPL) in 103 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 6.11% in 2024 Q4. The latest visible filing shows AAPL at 5.47% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AAPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's position in APPLE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AAPL was reported at 5.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.11% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AAPL stock page UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC fund profile UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC full holdings
How UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC held AAPL — position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 104,001,309 -1,509,444 -1.4% 5.47% $30.09B 2026-08-13 $305.26
2026 Q1 ADDED — — — 105,510,753 +45,145 +0.0% 5.57% $26.78B 2026-05-13 $298.61
2025 Q4 ADDED — — — 105,465,608 +189,052 +0.2% 6.06% $28.67B 2026-02-13 $255.32
2025 Q3 REDUCED 12.5% +7.6% ❌ 105,276,556 -15,003,927 -12.5% 5.82% $26.81B 2025-11-14 (Est.) $271.67
2025 Q2 ADDED — — — 120,280,483 +106,910,669 +799.6% 5.00% $24.68B 2025-08-14 (Est.) $231.92
2025 Q1 REDUCED 87.2% -7.5% ✅ 13,369,814 -91,336,544 -87.2% 0.76% $2.97B 2025-05-19 $207.78
2024 Q4 ADDED — — — 104,706,358 +13,137,968 +14.3% 6.11% $26.22B 2025-02-14 $243.10
2024 Q3 ADDED — — — 91,568,390 +1,742,087 +1.9% 5.48% $21.34B 2024-11-14 $226.58
2024 Q2 ADDED — — — 89,826,303 +14,795,957 +19.7% 5.43% $18.92B 2024-08-14 $219.88
94 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AAPL

As of 2026 Q3 — sorted by position size

GLP Holdings LLLP 96.19% Mullaney, Keating & Wright, Inc. 33.17% Martin Capital Advisors, LLP 3Y 23.6% Integrated Financial Solutions, Inc. 20.52% Lotus Asset Management LLC 19.12% Dale Q Rice Investment Management Ltd 18.62% Draper Asset Management, LLC 3Y 18.47% MPS Loria Financial Planners, LLC 3Y 7Y 17.24% Millennium Capital Advisors, LLC 16.12% ABLES, IANNONE, MOORE & ASSOCIATES, INC. 15.89%

FAQ About UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC and AAPL

These are the practical questions this page is built to answer before you even open the full history table.

How long has UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC reported owning AAPL?

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC reported AAPL across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported AAPL position in UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's portfolio?

The largest reported portfolio weight for AAPL was 6.11% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2026 Q2, when UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC reported 104,001,309 shares, equal to 5.47% of portfolio, with an estimated market value of $30.09B.

What does the chart on this AAPL ownership page compare?

The chart compares UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's quarterly AAPL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC time their AAPL position?

Based on 13F filing dates vs. subsequent AAPL price moves, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC correctly timed 52 out of 100 reported position changes (52%). The annualised alpha on AAPL relative to SPY over the holding period was +21.2%.

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