UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC
CHICAGO IL
Investment Advisor
Hedge Fund
UBS AM, A Distinct Business Unit OF UBS Asset Management Americas is based out of Chicago. UBS AM, A Distinct Business Unit OF UBS Asset Management Americas is a hedge fund with 353642 clients and discretionary assets under management (AUM) of $458,089,953,127 (Form ADV from 2024-12-18). Their last reported 13F filing for Q1 2025 included $390,540,811,931 in managed 13F securities
and a top 10 holdings concentration of 23.54%. UBS AM, A Distinct Business Unit OF UBS Asset Management Americas's largest holding is Microsoft Corporation with shares held of 62,267,822. Whalewisdom has at least 116 13F filings, and 429 13G filings
Investment Strategy
UBS AM employs various investment strategies depending on the client, investment discipline, and guidelines. These strategies are used by teams like Active Equities, Active Fixed Income, Active Multi-Asset, Portfolio Engineering & Trading, and Partnership Solutions. The strategies are based on long-term, fundamental analysis, but can be adjusted based on client guidelines and market conditions. They can be relative return strategies, managed against an index, or non-relative return strategies, focused on risk/return without an index.
Additionally, UBS AM may use quantitative, passive or indexed, active-indexed, and enhanced index strategies. Indexed strategies replicate an index's performance, active-indexed strategies actively allocate to markets and select passive securities, and enhanced index strategies aim to outperform an index while controlling risk. The Partnership Solutions group offers tailored solutions including investment program design, customized mandates, and advisory services, using methods like capital market assumptions and strategic asset allocation modeling.
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Other Contact Information
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2025-03-31
Top Buys (13F)
| Name | % Change |
|---|---|
| BRK.B Berkshire Hathaway I | 0.31% |
| V VISA Inc | 0.3% |
| PDD PDD Holdings Inc | 0.25% |
| META Meta Platforms Inc | 0.21% |
| BABA Alibaba Group Holdin | 0.2% |
2025-03-31
Top Sells (13F)
| Name | % Change |
|---|---|
| AAPL Apple Inc | 5.35% |
| AMZN Amazon.com Inc | 2.94% |
| TSLA Tesla Inc | 0.75% |
| BAC Bank Of America Corp | 0.4% |
| AMAT Applied Materials In | 0.29% |
2025-03-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| MSFT Microsoft Corporatio | 5.99% |
| NVDA NVIDIA Corp | 5.74% |
| META Meta Platforms Inc | 1.85% |
| GOOGL Alphabet Inc. Class | 1.74% |
| TSLA Tesla Inc | 1.56% |
All or part of UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC 13F disclosures were filed
under a combined 13F through
CALAMOS ADVISORS LLC
for 2025-03-31
for 2025-03-31
2025-03-31
13F Activity
| Market Value | $391b, Prior: $429b |
| Inflows (Outflows) as % of Total MV | (-4.1828)% |
| New Purchases | 109 stocks |
| Added To | 1792 stocks |
| Sold out of | 125 stocks |
| Reduced holdings in | 652 stocks |
| Top 10 Holdings % | 23.54% |
| Turnover %[1] | 8.47% |
| Turnover Alt %[2] | 7.32% |
| Time Held Top 20 | 21.75 quarters |
| Time Held Top 10 | 16.7 quarters |
| Time Held All | 32.64 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2025-03-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2025-03-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31