UBS Asset Management Americas Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
UBS Asset Management Americas Inc
CRD #106838
SEC #801-34910
CIK #0000861177
AUM $192.2 BB (88% Disc, 76% US, 2020-06-30)
Employees 362 (49% Investors, 33% Brokers)
Phone212-821-3000
Address1285 Avenue of The Americas
New York, NY 10019
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram]
Total AUM ($BB)
200160120804001999200620132021
Sector Form 13F Holdings Cap ($TT) Value ($TT)
MSFT 0.7 2.0
AMZN 0.7 1.7
AAPL 0.7 1.1
FB 0.4 1.0
GOOG 0.7 0.7
ALSN 0.0 0.6
PG 0.2 0.6
TAL 0.0 0.5
PYPL 0.1 0.5
MA 0.2 0.5
View All
Holdings by Sector ($TT)
40322416802012201520182021
Type Form D Funds Date Sold ($MM) AUM ($MM)
LF Select Cay Government Institutional Fund Ltd 2017-01-03 40.2
LF Select Cay Government Preferred Fund Ltd 2017-01-03 58.3
HF Samurai Active Allocation Fund 2016-08-23 47,491.5
Other Golden State Matterhorn LLC 2016-03-30 0.1
RE 1 North Equity Healthcare Long/Short Master Fund Ltd [2014-03-31] 32.5 52.2
LF Select Cay Prime Institutional Fund Ltd 2012-07-11 576.3
LF Select Cay Prime Preferred Fund Ltd 2012-07-11 59.9
LF Select Cay Treasury Institutional Fund Ltd 2012-07-11 180.2
LF Select Cay Treasury Preferred Fund Ltd 2012-07-11 1,711.9
PE UBS International Infrastructure Fund 2012-02-23 1,618.1
View All
Form D Directors # Filings # Firms 2011 - 2021
William Walmsley 107
Cassandra Powell 51
UBS Global Asset Management Americas Inc 1
UBS Asset Management Americas Inc 1
EDGAR Form CIK 2011 - 2021
13F-HR [0000861177]
SC 13G [0000861177]
Form 13D/13G Filer Form 13D/13G Subject Filed
UBS Asset Management Americas Inc Liberty Media Corp [2019-02-13]
UBS Asset Management Americas Inc Iconix Brand Group Inc [2018-04-10]
UBS Asset Management Americas Inc Ironwood Pharmaceuticals Inc [2018-02-13]
UBS Asset Management Americas Inc New Oriental Education & Technology Group Inc [2017-05-03]
UBS Asset Management Americas Inc Heartware International Inc [2016-02-16]
UBS Asset Management Americas Inc Regulus Therapeutics Inc [2016-02-16]
UBS Asset Management Americas Inc ServiceSource International Inc [2016-02-16]
UBS Asset Management Americas Inc Changyoucom Ltd [2016-02-16]
UBS Global Asset Management Americas Inc Lexicon Pharmaceuticals Inc [2015-10-14]
UBS Global Asset Management Americas Inc Chimerix Inc [2015-10-14]
View All
Related Firms State AUM ($BB)
UBS Financial Services Inc
NJ 591.4
UBS Asset Management Americas Inc
NY 192.2
UBS Hedge Fund Solutions LLC
CT 36.8
UBS OConnor LLC
IL 9.4
UBS Fund Advisor LLC
NY 7.4
UBS Swiss Financial Advisers AG
4.9
UBS Realty Investors LLC
CT 3.7
UBS Farmland Investors LLC
CT 0.0
Comparable Firms State AUM ($BB)
Guggenheim Partners Investment Management LLC
CA 200.3
DWS Investment Management Americas Inc
NY 187.7
JP Morgan Private Investments Inc
NY 173.5
Oaktree Capital Management LP
CA 99.4
Credit Suisse Asset Management LLC
NY 73.8
Brown Advisory LLC
MD 64.0
PineBridge Investments LLC
NY 48.0
Hudson Americas LP
TX 41.6
Hall Capital Partners LLC
CA 41.6
Iconiq Capital LLC
CA 39.6
Terms | Privacy | Guide
tony@aum13f.com