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

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$429B
Signature - Title
Barry J. Mullen - COMPLIANCE HEAD, UBS AM BUSINESS UNIT OF UBS AM AMERICAS LLC
Location
Chicago, IL
Summary
This page shows a list of all the recent 13F filings made by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC reported 2654 stock holdings with total value $429B as of Q4 2024. Top holdings included NVDA, AAPL, MSFT, AMZN, and TSLA.
Holdings Value

List of Other Managers Reporting for UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC:

Name Holdings Value Location File Number
LAZARD ASSET MANAGEMENT LLC $68.4B New York, NY 028-10469
GQG Partners LLC $67.4B Ft. Lauderdale, FL 028-17876
Artisan Partners Limited Partnership $64.9B Milwaukee, WI 028-13578
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $43.4B Los Angeles, CA 028-05792
JACOBS LEVY EQUITY MANAGEMENT, INC $28.3B Florham Park, NJ 028-03059
BROWN BROTHERS HARRIMAN & CO $14.3B New York, NY 028-00408
RIVERBRIDGE PARTNERS LLC $6.23B Minneapolis, MN 028-05655
ARGA Investment Management, LP $3.06B Stamford, CT 028-15430
RWC ASSET ADVISORS (US) LLC $501M Miami, FL 028-19400
KETTLE HILL CAPITAL MANAGEMENT, LLC $460M New York, NY 028-17689
PCJ Investment Counsel Ltd. $296M Toronto, Ontario, Canada 028-12690
Fulcrum Asset Management LLP $0 London, United Kingdom 028-20335
Aviva Investors Americas LLC Chicago, IL 028-20645
J.P. Morgan Investment Management Inc. New York, NY 028-11937
Neuberger Berman Investment Advisers LLC New York, NY 028-17085
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 2,654 $429B +$44.6B -$10.6B +$34.1B NVDA, AAPL, MSFT, AMZN, TSLA 13F-HR 2/14/2025, 11:30 AM
Q3 2024 2,799 $389B +$40.7B -$12.8B +$27.9B MSFT, NVDA, AAPL, AMZN, META 13F-HR 11/14/2024, 07:30 AM
Q2 2024 2,794 $349B +$99.8B -$24.7B +$75.1B MSFT, NVDA, AAPL, AMZN, GOOGL 13F-HR 8/13/2024, 09:17 PM
Q1 2024 2,504 $281B +$14.2B -$9.06B +$5.15B MSFT, AAPL, NVDA, AMZN, GOOGL 13F-HR 5/15/2024, 04:16 PM
Q4 2023 2,533 $254B +$11.2B -$6.76B +$4.48B MSFT, AAPL, AMZN, NVDA, GOOGL 13F-HR 2/14/2024, 11:51 AM
Q3 2023 2,576 $223B MSFT, AAPL, NVDA, AMZN, GOOGL 13F-HR 11/13/2023, 02:13 PM
Q2 2023 2,108 $178B AAPL, MSFT, GOOGL, GOOG, UNH 13F-HR 8/11/2023, 02:21 PM
Q1 2023 2,675 $206B +$11.4B -$7.36B +$4.04B AAPL, MSFT, AMZN, NVDA, GOOGL 13F-HR 5/15/2023, 02:58 PM
Q4 2022 2,515 $189B +$8.55B -$4.83B +$3.72B MSFT, AAPL, AMZN, UNH, GOOGL 13F-HR 2/14/2023, 03:24 PM
Q3 2022 2,737 $178B +$14.3B -$8.62B +$5.64B AAPL, MSFT, AMZN, TSLA, GOOGL 13F-HR 11/14/2022, 12:56 PM
Q2 2022 2,686 $191B +$12.1B -$7.88B +$4.18B AAPL, MSFT, AMZN, GOOGL, UNH 13F-HR 8/12/2022, 04:13 PM
Q1 2022 2,777 $233B +$10.1B -$12.2B -$2.05B AAPL, MSFT, AMZN, GOOGL, TSLA 13F-HR 5/16/2022, 10:36 AM
Q4 2021 2,837 $261B +$19B -$19.6B -$527M MSFT, AAPL, AMZN, GOOGL, TSLA 13F-HR 2/14/2022, 02:49 PM
Q3 2021 7 $5.31M $0 $0 CMPR, CVAC, NBR, GAN, SFL New Holdings 12/14/2021, 05:01 PM
Q3 2021 2,747 $241B +$20.3B -$8.06B +$12.2B MSFT, AAPL, AMZN, GOOGL, META 13F-HR 11/15/2021, 02:14 PM
Q2 2021 2,752 $234B +$11.9B -$20.4B -$8.47B MSFT, AAPL, AMZN, GOOGL, META 13F-HR 8/16/2021, 05:23 PM
Q1 2021 2,599 $226B +$13.5B -$8.69B +$4.79B MSFT, AAPL, AMZN, BABA, GOOGL 13F-HR 5/13/2021, 06:20 PM
Q4 2020 2,550 $213B +$18.4B -$10.4B +$7.99B MSFT, AAPL, AMZN, BABA, TAL Restatement 3/1/2021, 03:41 PM
Q3 2020 2,484 $186B +$19.1B -$5.38B +$13.7B MSFT, AAPL, AMZN, BABA, TAL 13F-HR 11/13/2020, 09:48 AM
Q2 2020 2,463 $164B +$8.65B -$12.5B -$3.8B MSFT, AAPL, AMZN, BABA, TAL 13F-HR 8/14/2020, 02:39 PM
Q1 2020 2,461 $139B +$11.1B -$2.36B +$8.78B MSFT, BABA, AAPL, AMZN, TAL 13F-HR 5/14/2020, 07:01 PM
Q4 2019 2,535 $163B +$9.68B -$5.05B +$4.63B MSFT, BABA, AAPL, AMZN, TAL 13F-HR 2/14/2020, 01:12 PM
Q3 2019 2,883 $148B +$12.2B -$3.51B +$8.71B MSFT, BABA, AAPL, AMZN, META 13F-HR 11/14/2019, 02:58 PM
Q2 2019 2,854 $140B +$7.64B -$6.2B +$1.44B MSFT, BABA, AAPL, AMZN, META 13F-HR 8/14/2019, 06:01 PM
Q1 2019 2,790 $135B +$7.5B -$4.9B +$2.6B MSFT, BABA, AAPL, AMZN, META 13F-HR 5/14/2019, 04:01 PM
Q4 2018 2,768 $116B +$6.38B -$3.97B +$2.41B MSFT, AAPL, AMZN, BABA, JNJ 13F-HR 2/13/2019, 01:36 PM
Q3 2018 2,762 $135B +$4.6B -$6.82B -$2.22B MSFT, AAPL, AMZN, BABA, META 13F-HR 11/13/2018, 05:11 PM
Q2 2018 2,778 $130B +$7.19B -$5.67B +$1.51B MSFT, AAPL, AMZN, BABA, META 13F-HR 8/14/2018, 04:26 PM
Q1 2018 2,652 $127B +$13.8B -$3.31B +$10.5B MSFT, AAPL, BABA, AMZN, META 13F-HR 5/14/2018, 02:53 PM
Q4 2017 2,572 $118B +$7.19B -$4.06B +$3.12B AAPL, MSFT, BABA, META, AMZN 13F-HR 2/9/2018, 02:00 PM
Q3 2017 2,532 $110B +$6.96B -$3.46B +$3.49B AAPL, MSFT, BABA, META, AMZN 13F-HR 11/13/2017, 11:52 AM
Q2 2017 2,530 $103B +$6.84B -$3.96B +$2.88B AAPL, MSFT, META, AMZN, BABA 13F-HR 8/11/2017, 11:06 AM
Q1 2017 2,457 $98.1B +$8.99B -$4.51B +$4.48B AAPL, MSFT, META, AMZN, BABA 13F-HR 5/4/2017, 01:07 PM
Q4 2016 2,441 $88.2B +$4.7B -$9.07B -$4.37B MSFT, AAPL, META, AMZN, GOOGL Restatement 3/9/2017, 02:07 PM
Q3 2016 2,590 $92.8B +$6.1B -$4.47B +$1.63B MSFT, AAPL, META, AMZN, GOOGL 13F-HR 11/4/2016, 01:20 PM
Q2 2016 2,596 $88.1B +$5.83B -$3.67B +$2.17B MSFT, AAPL, META, JNJ, AMZN Restatement 11/29/2016, 03:56 PM
Q1 2016 2,612 $86B +$5.36B -$5.04B +$320M AAPL, MSFT, META, GOOGL, AMZN 13F-HR 5/12/2016, 03:29 PM
Q4 2015 2,681 $87.4B +$6.6B -$11.5B -$4.91B AAPL, MSFT, META, GOOGL, AMZN 13F-HR 2/11/2016, 04:40 PM
Q3 2015 2,651 $90.3B +$5.87B -$8.27B -$2.4B AAPL, MSFT, META, XOM, AMZN 13F-HR 10/29/2015, 05:00 PM
Q2 2015 2,690 $104B +$6.77B -$4.18B +$2.59B AAPL, MSFT, XOM, META, GILD 13F-HR 8/12/2015, 01:48 PM
Q1 2015 2,619 $104B +$6.02B -$6.77B -$743M AAPL, MSFT, XOM, JNJ, WFC 13F-HR 5/4/2015, 02:21 PM
Q4 2014 2,611 $105B +$5.95B -$4.22B +$1.73B AAPL, MSFT, XOM, JNJ, WFC 13F-HR 2/2/2015, 12:47 PM
Q3 2014 2,559 $101B +$5.48B -$3.14B +$2.34B AAPL, XOM, MSFT, JNJ, GEXXXX 13F-HR 10/28/2014, 11:21 AM
Q2 2014 2,555 $99B +$9.93B -$4.09B +$5.85B AAPL, XOM, MSFT, WFC, JNJ 13F-HR 8/13/2014, 12:12 PM
Q1 2014 2,572 $91.8B +$9.09B -$3.09B +$6B AAPL, XOM, MSFT, WFC, JNJ 13F-HR 5/22/2014, 06:05 PM
Q4 2013 2,533 $87.4B AAPL, GOOGLXXXX, XOM, GEXXXX, MSFT 13F-HR 1/31/2014, 02:50 PM