UBS Asset Management Americas Inc

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UBS Asset Management Americas Inc
CRD #106838
SEC #801-34910
CIK #861177
AUM $179.4 BB (88% Disc, 70% US)
Employees389 (50% Investors, 23% Brokers)
Phone212-821-3000
Address1285 Avenue of The Americas
New York, NY 10019
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($BB)
180144108723602000200620132020
Sector Holding Cap ($MM) Value ($MM)
BABA467,660.01,510,134.7
MSFT865,660.01,480,308.7
AAPL843,560.01,377,438.2
AMZN820,610.01,099,075.6
MSFT865,660.01,086,028.1
TAL20,440.0918,093.6
JNJ369,000.0650,670.6
AMZN820,610.0648,501.1
AAPL843,560.0590,225.7
GOOG817,370.0530,293.4
View All
Holdings by Sector ($)
14352511482086115574102870502012201420172020
Type Private Fund Form D Sold ($MM) AUM ($MM)
RE 1 North Equity Healthcare Long/Short Master Fund Ltd [2013-11-14] 32.5 52.2
Other Golden State Matterhorn LLC 0.1
HF Samurai Active Allocation Fund 47,491.5
LF Select Cay Government Institutional Fund Ltd 40.2
LF Select Cay Government Preferred Fund Ltd 92.8
LF Select Cay Prime Institutional Fund Ltd 82.5
LF Select Cay Prime Preferred Fund Ltd 27.3
LF Select Cay Treasury Institutional Fund Ltd 473.5
LF Select Cay Treasury Preferred Fund Ltd 3,544.5
PE UBS International Infrastructure Fund 1,618.1
View All
Fund Directors # Filings # Firms 2011 - 2020
William Walmsley 41 13
Cassandra Powell 13 7
UBS Asset Management Americas Inc 1 1
UBS Global Asset Management Americas Inc 1 1
Related Firms State AUM ($BB)
UBS Financial Services Inc
NJ 496.0
UBS Asset Management Americas Inc
NY 179.4
UBS Hedge Fund Solutions LLC
CT 38.0
UBS OConnor LLC
IL 8.3
UBS Fund Advisor LLC
NY 6.4
UBS Swiss Financial Advisers AG
4.1
UBS Realty Investors LLC
CT 3.6
UBS Farmland Investors LLC
CT 0.0
Comparable Firms State AUM ($BB)
Guggenheim Partners Investment Management LLC
CA 189.9
DWS Investment Management Americas Inc
NY 178.4
JP Morgan Private Investments Inc
NY 134.8
Oaktree Capital Management LP
CA 101.3
Stifel Nicolaus & Company Incorporated
MO 74.6
Credit Suisse Asset Management LLC
NY 71.5
Brown Advisory LLC
MD 47.6
PineBridge Investments LLC
NY 42.0
Hudson Americas LP
TX 39.8
Aberdeen Standard Investments Inc
PA 39.4
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