UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Annual return '25
+45.2%
SPY '25
+17.7%
Alpha
+27.5ptsvs SPY
Invested
$481.4B
Holdings
3,803
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 100.0% (214.98M → 27.8k shares)
7.2%
02
$AAPL
APPLE INC
Q1 2026: Sold 100.0% (107.90M → 5.2k shares)
5.6%
03
$MSFT
MICROSOFT CORP
Q1 2026: Sold 100.0% (68.57M → 9.2k shares)
4.9%
04
$AMZN
AMAZON COM INC
Q1 2026: Sold 100.0% (91.15M → 8.2k shares)
3.2%
05
$GOOGL
ALPHABET INC
Q1 2026: Sold 100.0% (42.99M → 7.3k shares)
2.7%
06
$AVGO
BROADCOM INC
Q1 2026: Sold 100.0% (21.41M → 6.5k shares)
2.5%
07
$GOOG
ALPHABET INC
Q1 2026: Sold 100.0% (33.12M → 1.3k shares)
1.8%
08
$TSLA
TESLA INC
Q1 2026: Sold 100.0% (33.61M → 50 shares)
1.5%
09
$META
META PLATFORMS INC
Q1 2026: Sold 100.0% (25.05M → 140 shares)
1.5%
10
$LLY
ELI LILLY & CO
Q1 2026: Sold 100.0% (9.07M → 556 shares)
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 04:34 UTC.