As part of the recent 13F filing, the Swiss Bank UBS recently disclosed its participations in US stocks. These positions form the most important part of the US portfolio of Zurich Bank.
Institutional investors who manage assets of more than $ 100 million are legally obliged to report their own investments to the US stock exchange supervision. This disclosure takes place using the publicly visible 13F form. The major Swiss bank UBS, the deposit value of which amounts to around $ 541.09 billion in the final quarter of the past year, is subject to this reporting obligation and regularly informs about its US investments.
In the following ranking, the ten largest US stock participations in UBS are listed in the fourth quarter of 2024, sorted according to their percentage in the overall portfolio. Options and funds in which the company invested during the reporting period were not taken into account. The date of the data is December 31, 2024.
Editor finance.net
11th place: the ranking
Investors who manage assets of over $ 100 million are legally obliged to disclose their held positions to the US stock exchange supervision. This is done via the publicly accessible 13F form. The UBS, with a deposit value of around $ 541.09 billion, is also subject to this reporting obligation and regularly informs about its US investments. In the following, the ten largest US shares in the major Swiss bank are listed in the fourth quarter of 2024, ordered according to their percentage deposit share. Options and funds were not taken into account in this overview. The data of the data is December 31, 2024.
Source: sec.gov, picture: 360b / Shutterstock.com
10th place: Alphabet C share
As in the previous quarter, the top 10 UBS investments are initiated with the C-shares of Google mother Alphabet. In the fourth quarter of 2024, the Swiss bank separated from 264,670 (-1.19 percent) share of proportion of the Internet giant. The remaining 21,943,994 papers had a value of around 4.18 billion US dollars on the cut-off date and thus corresponded to 0.77 percent of the total portfolio.
Source: sec.gov, Image: JPStock / Shutterstock.com
9th place: UBS
On the other hand, the UBS’s own papers are relegated to two places in the portfolio. Here, too, the company countered shares: the UBS separated from 1,880,167 (-1.21 percent) of its own shares. This included 153,584,812 shares in the large bank’s portfolio. On December 31, 2024, the participation had a value of around $ 4.66 billion, making up 0.86 percent of the total depot.
Source: sec.gov, picture: Simon Zenger / Shutterstock.com
8th place: JPmorgan
Meanwhile, the shares of US competitor JPmorgan are about a place upwards. Here the UBS increased and expanded its investment by 852,409 shares (+4.46 percent). Overall, the participation rose to 19,961,287 papers that were worth around $ 4.78 billion and corresponds to 0.88 percent of the total depot.
Source: sec.gov, Image: TK Kurikawa / Shutterstock.com
7th place: Meta Platforms
From 5th place in the previous quarter to 7th place in the fourth quarter, it was possible for Facebook mother Meta. During the reporting period, UBS increased in meta shares by 277,825 papers (+2.91 percent) to 9,832,349 shares. With a value of around $ 5.76 billion, this corresponds to 1.06 percent of the total portfolio.
Source: Sec.Gov, Image: Valeriya Zankovych / Shutterstock.com
6th place: Alphabet A-share
Alphabet’s A shares are still located in sixth place. After a purchase of 957,935 (+3.22 percent) other papers, UBS holds a total of 30,717,652 shares in the Google Group. With a value of around $ 5.81 billion, these correspond $ 1.07 percent of the total portfolio.
Source: sec.gov, Image: Fenixx666 / Shutterstock.com
5th place: Broadcom
For Broadcom, eighth place in Q3 is fifth in Q4 among the largest stock investments in UBS. The US hold-headed company has been in the UBS portfolio since 2009. Swiss bank increased its participation in the last quarter of 2024 by 696,909 papers (+2.69 percent). The total of 26,637,735 shares had a value of around $ 6.18 billion ($ 1.14 percent of the depot) on the cut-off date.
Source: sec.gov, picture: Ken Wolter / Shutterstock.com
4th place: Amazon
The Amazon shares remain in fourth place in depot ranking after a purchase of 847,572 papers (+2.31 percent). By the cut-off date, the major Swiss bank thus passed its bundle of stocks to 37,463,181 papers with a value of $ 8.22 billion. In the overall depot, this made a share of 1.52 percent.
Source: sec.gov, Image: Sundry Photography / Shutterstock.com
3rd place: Nvidia
Once again unchanged in third place, the investment is presented to AI giant Nvidia. UBS expanded its position here to a total of 100,215,636 shares by 3,225,772 papers (3.33 percent). On December 31, 2024, the participation had a value of $ 13.46 billion and corresponded to a share of 2.49 percent in the total depot.
Source: sec.gov, Image: Konstantin Savusia / Shutterstock.com
2nd place: Microsoft
Meanwhile, the participation in the Tech giant Microsoft has dropped around a place. After it had made the bundle of stocks to first place in Q3, it ranges in Q4 with a share increase of 1,901,702 papers (+5.88 percent) to 34,264.202 shares only for 2nd place. As of the number of investments, the value of the investment is $ 14.67 percent in the total portfolio.
Source: sec.gov, Image: Volodymyr Kyrylyuk / Shutterstock.com
1st place: Apple
The biggest US participation in the major bank’s depot is the I concentration of Apple, which was able to rise around a place in the ranking. In the fourth quarter, UBS expanded its position by 1,770,074 papers (+2.99 percent). The total of 60,933,369 shares that were owned by the bank in the past quarter took 2.82 percent of the stock participations and had a value of $ 15.26 billion at the end of December.
Source: sec.gov, Image: Marek Szandurski / Shutterstock.com
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