13F filing · Mar 31, 2025

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME portfolio · Mar 31, 2025

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Frequently asked questions

What did UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME hold in Mar 31, 2025?

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME reported 2,638 long holdings for Mar 31, 2025 in its 13F filing on Insider Deck.

What did UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME buy last quarter?

Open the trades lens on the UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME filing for Mar 31, 2025 to see adds, trims, new positions, and exits versus the prior report.

What is UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME's largest position?

In the Mar 31, 2025 filing, one of the largest reported positions is MSFT.

Institutional portfolio research

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME

Hedge fundUBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME

Portfolio managerUBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME

Performance · 2025 Q1↓ 5.13%

AUM (13F)$391BReported long U.S. value

# of holdings2,638Filed 5/19/2025

13F

Mar 2026LatestSep 2025Mar 2025Dec 2024Jun 2024Mar 2024Dec 2023Sep 2023

Top Holdings

Stocks concentration

MSFTMICROSOFT CORP

NVDANVIDIA CORPORATION

METAMETA PLATFORMS INC

GOOGALPHABET INC

TSLATESLA INC

AVGOBroadcom Inc

ELIELI LILLY & CO

GOOGALPHABET INC

JPMORGJpmorgan Chase & Co

MAMastercard Inc - A

UNHUNITEDHEALTH GROUP INC

BERKSHBerkshire Hathaway Inc-

HOMEHOME DEPOT INC

COSTCOCostco Wholesale Corp

AAPLApple Inc

PROCTEProcter & Gamble Co/The

NFLXNETFLIX INC

JOHNSOJohnson & Johnson

ABBVIEAbbvie Inc

SALESFSalesforce Inc

WALMARWALMART INC

CISCOCisco Systems Inc

UBSUBS GROUP AG

NOWSERVICENOW INC

Ownership · 5QLatest activityEst. entryPrice · 3M

MSFTMICROSOFT CORP

9.98%62.27M$23.4B

↑ +3.8%+2.31M shares

—Estimate pending for this holding

—

NVDANVIDIA CORPORATION

9.57%207M$22.4B

↑ +2.9%+5.90M shares

—Estimate pending for this holding

—

METAMETA PLATFORMS INC

3.09%12.54M$7.2B

↑ +4.5%+536K shares

—Estimate pending for this holding

—

GOOGALPHABET INC

2.90%43.87M$6.8B

↑ +11.4%+4.47M shares

—Estimate pending for this holding

—

TSLATESLA INC

2.60%23.52M$6.1B

↓ -4.1%−1.01M shares

—Estimate pending for this holding

—

AVGOBroadcom Inc

2.52%35.24M$5.9B

↑ +2.4%+842K shares

—Estimate pending for this holding

—

ELI LILLY & COCUSIP 532457108

2.39%6.78M$5.6B

↓ -4.3%−307K shares

—Estimate pending for this holding

—

GOOGALPHABET INC

2.14%32.04M$5B

↓ -6.0%−2.06M shares

—Estimate pending for this holding

—

2.14%14.28M$5B

↑ +7.2%+955K shares

—Estimate pending for this holding

—

Jpmorgan Chase & CoCUSIP 46625H100

1.93%18.44M$4.5B

↑ +5.1%+891K shares

—Estimate pending for this holding

—

MAMastercard Inc - A

1.68%7.18M$3.9B

↑ +2.0%+144K shares

—Estimate pending for this holding

—

UNHUNITEDHEALTH GROUP INC

1.66%7.44M$3.9B

↓ -13.4%−1.15M shares

—Estimate pending for this holding

—

Berkshire Hathaway Inc-CUSIP 084670702

1.62%7.15M$3.8B

↑ +13.9%+872K shares

—Estimate pending for this holding

—

HOME DEPOT INCCUSIP 437076102

1.40%8.95M$3.3B

↑ +5.6%+477K shares

—Estimate pending for this holding

—

Costco Wholesale CorpCUSIP 22160K105

1.30%3.23M$3.1B

↓ -1.8%−57.53K shares

—Estimate pending for this holding

—

AAPLApple Inc

1.27%13.37M$3B

↓ -87.2%−91.34M shares

—Estimate pending for this holding

—

Procter & Gamble Co/TheCUSIP 742718109

1.26%17.29M$2.9B

↑ +6.3%+1.02M shares

—Estimate pending for this holding

—

NFLXNETFLIX INC

1.20%3.01M$2.8B

↑ +11.0%+298K shares

—Estimate pending for this holding

—

Johnson & JohnsonCUSIP 478160104

1.16%16.35M$2.7B

↑ +5.9%+911K shares

—Estimate pending for this holding

—

Abbvie IncCUSIP 00287Y109

1.14%12.77M$2.7B

↑ +5.9%+713K shares

—Estimate pending for this holding

—

Salesforce IncCUSIP 79466L302

1.06%9.26M$2.5B

↑ +6.9%+600K shares

—Estimate pending for this holding

—

WALMART INCCUSIP 931142103

1.00%26.73M$2.3B

↑ +3.1%+809K shares

—Estimate pending for this holding

—

Cisco Systems IncCUSIP 17275R102

1.00%37.80M$2.3B

↑ +3.6%+1.33M shares

—Estimate pending for this holding

—

UBS GROUP AGCUSIP H42097107

0.98%74.89M$2.3B

↑ +1.9%+1.36M shares

—Estimate pending for this holding

—

NOWSERVICENOW INC

0.97%2.84M$2.3B

↑ +7.1%+188K shares

—Estimate pending for this holding

—

KOCoca-Cola Co/The

0.94%30.89M$2.2B

↑ +6.2%+1.79M shares

—Estimate pending for this holding

—

AMDAdvanced Micro Devices

0.94%21.36M$2.2B

↓ -0.2%−37.51K shares

—Estimate pending for this holding

—

Intl Business MachinesCUSIP 459200101

0.92%8.64M$2.1B

↑ +6.5%+525K shares

—Estimate pending for this holding

—

Adobe IncCUSIP 00724F101

0.90%5.47M$2.1B

↑ +2.4%+127K shares

—Estimate pending for this holding

—

ORCLORACLE CORP

0.83%13.88M$1.9B

↑ +0.4%+59.16K shares

—Estimate pending for this holding

—

ACCENTURE PLC IRELANDCUSIP G1151C101

0.82%6.16M$1.9B

↑ +2.1%+127K shares

—Estimate pending for this holding

—

VERIZON COMMUNICATIONS INCCUSIP 92343V104

0.81%41.99M$1.9B

↑ +8.0%+3.10M shares

—Estimate pending for this holding

—

Merck & Co. Inc.CUSIP 58933Y105

0.79%20.74M$1.9B

↓ -3.8%−810K shares

—Estimate pending for this holding

—

DISNEY WALT COCUSIP 254687106

0.78%18.51M$1.8B

↑ +9.7%+1.64M shares

—Estimate pending for this holding

—

Intuit IncCUSIP 461202103

0.78%2.97M$1.8B

↓ -3.3%−101K shares

—Estimate pending for this holding

—

Progressive CorpCUSIP 743315103

0.77%6.38M$1.8B

↑ +6.6%+397K shares

—Estimate pending for this holding

—

Pepsico IncCUSIP 713448108

0.74%11.53M$1.7B

↑ +1.8%+208K shares

—Estimate pending for this holding

—

AMZN.BAAmazon.Com Inc

0.72%8.84M$1.7B

↓ -86.6%−57.14M shares

—Estimate pending for this holding

—

Intuitive Surgical IncCUSIP 46120E602

0.72%3.39M$1.7B

↑ +20.1%+567K shares

—Estimate pending for this holding

—

Exxon Mobil CorpCUSIP 30231G102

0.71%14.02M$1.7B

↑ +4.9%+659K shares

—Estimate pending for this holding

—

S&P Global IncCUSIP 78409V104

0.69%3.19M$1.6B

↑ +3.7%+115K shares

—Estimate pending for this holding

—

MCDMcdonald'S Corp

0.69%5.14M$1.6B

↑ +2.5%+123K shares

—Estimate pending for this holding

—

Qualcomm IncCUSIP 747525103

0.68%10.42M$1.6B

↑ +6.6%+642K shares

—Estimate pending for this holding

—

At&T IncCUSIP 00206R102

0.67%55.22M$1.6B

↑ +3.3%+1.78M shares

—Estimate pending for this holding

—

Gilead Sciences IncCUSIP 375558103

0.66%13.76M$1.5B

↑ +12.4%+1.52M shares

—Estimate pending for this holding

—

General ElectricCUSIP 369604301

0.66%7.68M$1.5B

↑ +6.8%+491K shares

—Estimate pending for this holding

—

TEXAS INSTRS INCCUSIP 882508104

0.64%8.37M$1.5B

↑ +3.8%+309K shares

—Estimate pending for this holding

—

LINLINDE PLC

0.63%3.17M$1.5B

↓ -5.8%−194K shares

—Estimate pending for this holding

—

Amgen IncCUSIP 031162100

0.62%4.65M$1.4B

↓ -9.3%−476K shares

—Estimate pending for this holding

—

Chevron CorpCUSIP 166764100

0.61%8.50M$1.4B

↑ +7.2%+573K shares

—Estimate pending for this holding

—

Methodology13F filings report quarter-end positions, not trade fills. Estimated entry prices reconstruct rolling cost basis from share changes and Yahoo quarter-average closes. Performance is a derived prior-book return, not licensed fund NAV. Options and unresolved CUSIPs are excluded from estimates.