UBS AM, a distinct business unit of UBS Asset Management Americas LLC, discloses its U.S. equity and fund holdings every quarter through SEC Form 13F filings. This profile tracks those portfolio moves quarter by quarter, building an ongoing record of where the manager has opened new stakes, added to existing ones, or trimmed exposure over time. Each update below reflects the newest 13F snapshot as it becomes available.
Moves During the Quarter Ending 2026-03-31
During the quarter ending 2026-03-31, UBS AM opened three new positions: Dimensional ETF Trust ($42,754,044), J P Morgan Exchange Traded F ($49,820,366), and AstraZeneca PLC (AZN) ($89,321,924). The rest of the quarter’s activity centered on adding to existing holdings rather than reducing them.
Notable increases included RTX Corporation (RTX), up 163% from $229,948,754 to $604,514,650, and Vanguard Star Fds, which grew 1891% from $1,869,177 to $37,212,515. Republic Svcs Inc rose 238% ($40,442,602 to $136,848,076), Vanguard Tax-Managed Fds climbed 482% ($6,958,783 to $40,479,208), and VanEck ETF Trust increased 354% ($18,834,347 to $85,514,591). Vanguard Specialized Funds gained 189% ($16,916,247 to $48,940,559) and CSX Corp (CSX) rose 129% ($45,503,465 to $104,027,391).
Other additions during the quarter included Chevron Corporation (CVX), up 50% to $235,447,648; GE Vernova Inc (GEV), up 65% to $222,478,642; Cheniere Energy Inc (LNG), up 151% to $59,564,629; CME Group Inc (CME), up 87% to $112,902,854; and Vanguard Intl Equity Index F, up 108% to $107,255,956. Eli Lilly & Co (LLY) remained the largest position mentioned this quarter, increasing 33% to $1,182,373,533. The Cigna Group grew 78% to $69,152,270, Lam Research Corp (LRCX) rose 31% to $234,896,736, Caterpillar Inc (CAT) added 29% to $255,300,646, and Goldman Sachs Group Inc (GS) increased 25% to $254,802,036.
How to Read This 13F Snapshot
Form 13F filings report a quarterly snapshot of reportable holdings rather than exact trade dates, so all figures above reflect positions as of the quarter ending 2026-03-31, not specific transaction days. Percentage changes compare the prior quarter’s reported value to the current one. As with any institutional holdings tracker, this data shows portfolio composition at a point in time and is intended for informational tracking purposes only, not as guidance on individual investment decisions. Future quarterly filings will be added to this profile as they are disclosed, keeping this page a running history of UBS AM’s reported institutional positioning.
Related ticker coverage
- AZN — all coverage →
- CME — all coverage →
- CSX — all coverage →
- GEV — all coverage →
- LRCX — all coverage →
- RTX — all coverage →
- CAT — all coverage →
- GS — all coverage →
- LLY — all coverage →
- LNG — all coverage →
- CVX — all coverage →
Source: SEC Form 13F filings. This page updates every quarter.