UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC reported 3,798 stock positions worth $480.9 billion. Its top holding was Nvidia (NVDA) at 7.2% of the portfolio, followed by Apple (AAPL, 5.6%) and Microsoft (MSFT, 4.9%). Compared with Q4 2025, it opened 584 new positions, sold out of 65, added to 2,429 and reduced 716. The biggest buy was Prologis (PLD, shares +2592%) and the biggest sale Tesla (TSLA, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0000861177
- Portfolio Value
- $480.9B (Q1 2026)
- SEC Filing
- 0000861177-26-000003 ↗ filed May 13, 2026
Holdings Value
Holdings 3,798 stocks · $480.9B
| NVDA Nvidia Corp. | 7.22% | 198,975,239 | $34.7B | Add +1.6% |
| AAPL Apple Inc. | 5.57% | 105,510,753 | $26.8B | Add +0.0% |
| MSFT Microsoft Corp. | 4.91% | 63,832,188 | $23.6B | Add +6.1% |
| AMZN Amazon.com Inc. | 3.20% | 73,870,444 | $15.4B | Add +5.8% |
| GOOGL Alphabet Inc. Class A | 2.70% | 45,196,290 | $13.0B | Add +10.5% |
| AVGO Broadcom Inc. | 2.51% | 39,039,932 | $12.1B | Add +16.9% |
| GOOG Alphabet Inc. Class C | 1.82% | 30,549,271 | $8.8B | Reduce -1.6% |
| TSLA Tesla Inc. | 1.53% | 19,749,768 | $7.3B | Reduce -2.3% |
| META Meta Platforms Inc. Class A | 1.51% | 12,673,154 | $7.3B | Reduce -3.2% |
| LLY Eli Lilly & Co. | 1.35% | 7,072,021 | $6.5B | Add +8.8% |
| JPM JPMorgan Chase & Co. | 1.14% | 18,698,779 | $5.5B | Add +14.0% |
| JNJ Johnson & Johnson | 1.00% | 19,628,113 | $4.8B | Add +13.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.88% | 8,845,528 | $4.2B | Add +11.3% |
| V Visa Inc. Class A | 0.87% | 13,911,572 | $4.2B | Add +9.0% |
| AMD Advanced Micro Devices | 0.81% | 19,192,764 | $3.9B | Add +3.0% |
| MA Mastercard Inc. Class A | 0.74% | 7,094,726 | $3.5B | Add +7.3% |
| AMAT Applied Materials Inc. | 0.71% | 9,997,208 | $3.4B | Reduce -6.5% |
| WMT Walmart Inc. | 0.70% | 27,078,705 | $3.4B | Add +3.0% |
| CSCO Cisco Systems Inc. | 0.68% | 42,307,035 | $3.3B | Add +18.0% |
| NFLX Netflix Inc. | 0.68% | 33,858,121 | $3.3B | Add +5.9% |
| MU Micron Technology Inc. | 0.67% | 9,594,813 | $3.2B | Add +8.4% |
| HD Home Depot Inc. | 0.65% | 9,468,579 | $3.1B | Add +17.8% |
| ABBV Abbvie Inc. | 0.64% | 14,161,606 | $3.1B | Add +9.6% |
| COST Costco Wholesale Corp. | 0.60% | 2,907,419 | $2.9B | Add +5.5% |
| LRCX Lam Research Corp. | 0.60% | 13,424,016 | $2.9B | Add +5.4% |
| KO The Coca-Cola Co. | 0.57% | 36,192,317 | $2.8B | Add +14.0% |
| XOM Exxon Mobil Corp. | 0.56% | 15,826,213 | $2.7B | Reduce -1.1% |
| PG The Procter & Gamble Co. | 0.55% | 18,330,593 | $2.6B | Add +3.7% |
| MRK Merck & Co. Inc. | 0.51% | 20,414,819 | $2.5B | Add +5.0% |
| INTC Intel Corp. | 0.48% | 52,771,052 | $2.3B | Add +16.5% |
| CAT Caterpillar Inc. | 0.48% | 3,267,533 | $2.3B | Reduce -7.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.47% | 46,699,224 | $2.3B | Add +7.0% |
| LIN Linde PLC | 0.46% | 4,498,652 | $2.2B | Add +6.9% |
| GS Goldman Sachs Group Inc. | 0.45% | 2,539,185 | $2.1B | Add +21.7% |
| ORCL Oracle Corp. | 0.45% | 14,556,984 | $2.1B | Add +8.0% |
| ADI Analog Devices Inc. | 0.44% | 6,658,024 | $2.1B | Add +41.3% |
| PLTR Palantir Technologies Inc. Class A | 0.44% | 14,310,511 | $2.1B | Add +0.6% |
| MCD McDonald's Corp. | 0.43% | 6,593,730 | $2.0B | Add +18.6% |
| UNH Unitedhealth Group Inc. | 0.42% | 7,442,890 | $2.0B | Add +2.6% |
| GE General Electric filed as GE AEROSPACE | 0.40% | 6,823,783 | $1.9B | Add +7.0% |
| PLD Prologis Inc. | 0.39% | 14,135,417 | $1.9B | Add +2592.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.39% | 11,676,713 | $1.9B | Add +34.4% |
| GILD Gilead Sciences Inc. | 0.38% | 13,199,103 | $1.8B | Add +1.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.38% | 7,568,124 | $1.8B | Add +4.2% |
| MS Morgan Stanley | 0.38% | 11,017,848 | $1.8B | Add +20.1% |
| VZ Verizon Communications Inc. | 0.38% | 36,097,432 | $1.8B | Add +1.3% |
| TXN Texas Instruments Inc. | 0.38% | 9,305,424 | $1.8B | Add +23.4% |
| PEP Pepsico Inc. | 0.36% | 11,268,348 | $1.7B | Add +11.2% |
| WFC Wells Fargo & Co. | 0.36% | 21,519,158 | $1.7B | Add +4.3% |
| AMGN Amgen Inc. | 0.35% | 4,784,982 | $1.7B | Add +3.9% |
| CRM Salesforce Inc. | 0.34% | 8,871,303 | $1.7B | Add +5.7% |
| KLAC KLA Corp. | 0.34% | 1,105,007 | $1.6B | Add +14.1% |
| WELL Welltower Inc. | 0.34% | 8,170,874 | $1.6B | Add +36257.0% |
| GEV GE Vernova Inc. | 0.33% | 1,843,864 | $1.6B | Add +19.3% |
| RTX RTX Corp. | 0.33% | 8,282,583 | $1.6B | Add +23.3% |
| AXP American Express Co. | 0.33% | 5,247,405 | $1.6B | Add +9.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.33% | 16,353,399 | $1.6B | Reduce -3.3% |
| T AT&T Inc. | 0.33% | 54,279,596 | $1.6B | Add +7.8% |
| QCOM Qualcomm Inc. | 0.32% | 12,113,406 | $1.6B | Add +4.5% |
| ISRG Intuitive Surgical Inc. | 0.32% | 3,316,258 | $1.5B | Add +12.9% |
| NOW ServiceNow Inc. | 0.31% | 14,275,465 | $1.5B | Add +1.9% |
| NEE Nextera Energy Inc. | 0.30% | 15,406,260 | $1.4B | Add +17.9% |
| ETN Eaton Corp. PLC | 0.29% | 3,897,640 | $1.4B | Add +27.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.29% | 4,100,390 | $1.4B | Add +898.7% |
| BMY Bristol-Myers Squibb Co. | 0.29% | 22,719,320 | $1.4B | Add +6.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.28% | 3,057,396 | $1.4B | Add +1.9% |
| ABT Abbott Laboratories | 0.28% | 13,198,740 | $1.4B | Add +19.4% |
| INTU Intuit Inc. | 0.28% | 3,118,514 | $1.3B | Reduce -0.9% |
| BLK BlackRock Inc. | 0.28% | 1,397,411 | $1.3B | Add +15.1% |
| CVX Chevron Corp. | 0.27% | 6,361,047 | $1.3B | Reduce -7.0% |
| LOW Lowe's Cos Inc. | 0.27% | 5,537,824 | $1.3B | Add +10.1% |
| ANET Arista Networks Inc. | 0.27% | 10,620,742 | $1.3B | Add +11.5% |
| PANW Palo Alto Networks Inc. | 0.27% | 8,072,960 | $1.3B | Add +32.3% |
| C Citigroup Inc. | 0.27% | 11,257,851 | $1.3B | Reduce -1.3% |
| COF Capital One Financial Corp. | 0.26% | 6,935,991 | $1.3B | Add +1.8% |
| PGR Progressive Corp. | 0.26% | 6,373,879 | $1.3B | Add +12.2% |
| SPGI S&P Global Inc. | 0.26% | 2,963,591 | $1.3B | Add +6.7% |
| UNP Union Pacific Corp. | 0.26% | 5,183,497 | $1.3B | Add +32.7% |
| ADBE Adobe Inc. | 0.25% | 5,026,552 | $1.2B | Reduce -1.1% |
| TMO Thermo Fisher Scientific Inc. | 0.25% | 2,449,697 | $1.2B | Add +0.9% |
| TT Trane Technologies PLC | 0.24% | 2,822,174 | $1.2B | Add +20.6% |
| APH Amphenol Corp. Class A | 0.24% | 9,287,216 | $1.2B | Add +10.9% |
| ACN Accenture PLC Class A | 0.24% | 5,821,349 | $1.2B | Add +7.9% |
| SCHW Schwab (charles) Corp. | 0.23% | 11,875,673 | $1.1B | Add +5.7% |
| CB Chubb Ltd. | 0.23% | 3,409,843 | $1.1B | Add +33.8% |
| JCI Johnson Controls Internation | 0.21% | 7,853,923 | $1.0B | Add +9.4% |
| DE Deere & Co. | 0.21% | 1,822,773 | $1.0B | Add +10.0% |
| DHR Danaher Corp. | 0.21% | 5,225,861 | $990.8M | Add +4.3% |
| UBER Uber Technologies Inc. | 0.21% | 13,718,043 | $986.7M | Add +4.9% |
| BKNG Booking Holdings Inc. | 0.20% | 232,407 | $978.5M | Reduce -5.6% |
| PFE Pfizer Inc. | 0.20% | 34,522,932 | $969.4M | Reduce -3.3% |
| ECL Ecolab Inc. | 0.20% | 3,565,713 | $948.6M | Add +2.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.19% | 10,245,000 | $927.5M | Add +254.2% |
| CDNS Cadence Design SYS Inc. | 0.19% | 3,336,718 | $927.2M | Reduce -10.0% |
| PM Philip Morris International | 0.19% | 5,577,426 | $922.2M | Add +3.0% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.19% | 7,627,134 | $904.8M | Add +8.3% |
| NTES Netease Inc.-ADR | 0.19% | 8,075,956 | $904.0M | Reduce -0.8% |
| PH Parker Hannifin Corp. | 0.19% | 1,007,775 | $902.2M | Add +12.3% |
| MRSH Marsh & McLennan Cos | 0.19% | 5,182,517 | $898.9M | Add +14.0% |
| CMCSA Comcast Corp. Class A | 0.19% | 31,207,937 | $896.0M | Add +10.6% |
Other holdings (9): bonds, preferreds, convertibles and warrants · $97.4M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BURLINGTON STORES INC (BURL 1.25 12/15/27) | NOTE 1.250%12/1 · principal | 31,000,000 | $51.1M | No change |
| BLACKSTONE MORTGAGE TR (BXMT 5.5 03/15/27) | NOTE 5.500% 3/1 · principal | 22,500,000 | $22.3M | No change |
| ALIBABA GROUP HOLDING (BABA 0.5 06/01/31) | NOTE 0.500% 6/0 · principal | 10,000,000 | $13.9M | New |
| WOLFSPEED INC (WOLF 2.5 06/15/31) | NOTE 2.500% 6/1 · principal | 4,293,000 | $6.1M | New |
| AFFIRM HOLDINGS INC (AFRM 0 11/15/26) | NOTE 11/1 · principal | 3,440,000 | $3.3M | Reduce -11.3% |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 300 | $347K | New |
| ASPSW Altisource Portfolio - 30 | *W EXP 04/30/203 | 552,154 | $210K | No change |
| ASPSZ Altisource Portfolio - 29C | *W EXP 04/02/202 | 552,154 | $110K | No change |
| BNAIW Brand Engagement Netwo -CW27 | *W EXP 03/14/202 | 26,666 | $7K | No change |
Total filed on the 13F, all lines: $481.0B.
Portfolio Sells Q4 2025 → Q1 2026
| TSLA Tesla Inc. | Reduce -2.3% | 1.53% | −0.40 |
| META Meta Platforms Inc. Class A | Reduce -3.2% | 1.51% | −0.32 |
| GOOG Alphabet Inc. Class C | Reduce -1.6% | 1.82% | −0.24 |
| INTU Intuit Inc. | Reduce -0.9% | 0.28% | −0.16 |
| DLR Digital Realty Trust Inc. | Reduce -99.4% | 0.00% | −0.16 |
| ADBE Adobe Inc. | Reduce -1.1% | 0.25% | −0.12 |
| AZO AutoZone Inc. | Reduce -99.1% | 0.00% | −0.10 |
| DIS The Walt Disney Co. | Reduce -3.3% | 0.33% | −0.08 |
| BKNG Booking Holdings Inc. | Reduce -5.6% | 0.20% | −0.08 |
| TEAM Atlassian Corp. Class A | Reduce -12.6% | 0.03% | −0.06 |
| EXR Extra Space Storage Inc. | Reduce -99.6% | 0.00% | −0.06 |
| EMBJ Embraer SA-Spon ADR | Reduce -100.0% | 0.00% | −0.06 |
| CDNS Cadence Design SYS Inc. | Reduce -10.0% | 0.19% | −0.05 |
| NTES Netease Inc.-ADR | Reduce -0.8% | 0.19% | −0.05 |
| MDB Mongodb Inc. | Reduce -6.1% | 0.06% | −0.05 |
| TAL Tal Education Group- ADR | Reduce -100.0% | 0.00% | −0.05 |
| ADSK Autodesk Inc. | Reduce -0.8% | 0.16% | −0.04 |
| FICO Fair Isaac Corp. | Reduce -0.8% | 0.07% | −0.04 |
| BX Blackstone Inc. | Reduce -1.8% | 0.10% | −0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -2.4% | 0.16% | −0.04 |
| HOOD Robinhood Markets Inc. Class A | Reduce -1.4% | 0.06% | −0.04 |
| SPOT Spotify Technology SA | Reduce -7.8% | 0.12% | −0.04 |
| TMUS T-Mobile US Inc. | Reduce -18.7% | 0.18% | −0.04 |
| DT Dynatrace Inc. | Reduce -40.2% | 0.04% | −0.04 |
| MAA Mid-America Apartment Comm | Reduce -99.4% | 0.00% | −0.03 |
| BABA Alibaba Group Holding-SP ADR | Reduce -3.8% | 0.14% | −0.03 |
| TRMB Trimble Inc. | Reduce -27.9% | 0.05% | −0.03 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −0.03 |
| DOCU Docusign Inc. | Reduce -41.7% | 0.02% | −0.03 |
| CEG Constellation Energy | Reduce -1.5% | 0.09% | −0.03 |
| SYF Synchrony Financial | Reduce -12.5% | 0.06% | −0.03 |
| MCO Moody's Corp. | Reduce -1.0% | 0.13% | −0.03 |
| VEEV Veeva Systems Inc. Class A | Reduce -10.1% | 0.06% | −0.02 |
| HUM Humana Inc. | Reduce -7.6% | 0.04% | −0.02 |
| TTWO Take-Two Interactive Softwre | Reduce -6.8% | 0.06% | −0.02 |
| MCK McKesson Corp. | Reduce -16.0% | 0.16% | −0.02 |
| HUBS HubSpot Inc. | Reduce -9.9% | 0.03% | −0.02 |
| GLPI Gaming and Leisure Propertie | Reduce -99.9% | 0.00% | −0.02 |
| CRH CRH PLC | Reduce -2.9% | 0.09% | −0.02 |
| FISV Fiserv Inc. | Reduce -14.5% | 0.05% | −0.02 |
| FIS Fidelity National Info Serv | Reduce -5.7% | 0.04% | −0.02 |
| MNST Monster Beverage Corp. | Reduce -12.0% | 0.08% | −0.02 |
| NKE Nike Inc. Class B | Reduce -1.1% | 0.08% | −0.02 |
| CVNA Carvana Co. | Reduce -0.4% | 0.05% | −0.02 |
| MTD Mettler-Toledo International | Reduce -11.5% | 0.06% | −0.02 |
| EL Estee Lauder Companies Class A | Reduce -2.0% | 0.03% | −0.02 |
| C Citigroup Inc. | Reduce -1.3% | 0.27% | −0.02 |
| CVS CVS Health Corp. | Reduce -0.2% | 0.12% | −0.02 |
| DAY Dayforce Inc. | Sold out | 0.00% | −0.02 |
| TME Tencent Music Entertainm-ADR | Reduce -100.0% | 0.00% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| PLD Prologis Inc. | Add +2592.3% | 0.39% | +0.37 |
| WELL Welltower Inc. | Add +36257.0% | 0.34% | +0.34 |
| TSM Taiwan Semiconductor-SP ADR | Add +898.7% | 0.29% | +0.26 |
| JNJ Johnson & Johnson | Add +13.6% | 1.00% | +0.24 |
| PDD PDD Holdings Inc. | Add +2189441.6% | 0.18% | +0.18 |
| ADI Analog Devices Inc. | Add +41.3% | 0.44% | +0.17 |
| MU Micron Technology Inc. | Add +8.4% | 0.67% | +0.14 |
| IEFA iShares Core MSCI Eafe ETF | Add +254.2% | 0.19% | +0.14 |
| LRCX Lam Research Corp. | Add +5.4% | 0.60% | +0.14 |
| INTC Intel Corp. | Add +16.5% | 0.48% | +0.13 |
| GEV GE Vernova Inc. | Add +19.3% | 0.33% | +0.12 |
| TJX TJX Companies Inc. | Add +34.4% | 0.39% | +0.11 |
| KO The Coca-Cola Co. | Add +14.0% | 0.57% | +0.10 |
| VONV Vanguard Russell 1000 Value | Add +394.7% | 0.13% | +0.10 |
| COST Costco Wholesale Corp. | Add +5.5% | 0.60% | +0.10 |
| TXN Texas Instruments Inc. | Add +23.4% | 0.38% | +0.10 |
| CSCO Cisco Systems Inc. | Add +18.0% | 0.68% | +0.10 |
| VONG Vanguard Russell 1000 Growth | Add +411.6% | 0.12% | +0.09 |
| PSA Public Storage | Add +224553.3% | 0.09% | +0.09 |
| KLAC KLA Corp. | Add +14.1% | 0.34% | +0.09 |
| USIG iShares Broad Usd Investment | Add +268.4% | 0.12% | +0.09 |
| LIN Linde PLC | Add +6.9% | 0.46% | +0.08 |
| ETN Eaton Corp. PLC | Add +27.0% | 0.29% | +0.08 |
| WMT Walmart Inc. | Add +3.0% | 0.70% | +0.08 |
| MRK Merck & Co. Inc. | Add +5.0% | 0.51% | +0.08 |
| NEE Nextera Energy Inc. | Add +17.9% | 0.30% | +0.08 |
| RTX RTX Corp. | Add +23.3% | 0.33% | +0.07 |
| UNP Union Pacific Corp. | Add +32.7% | 0.26% | +0.07 |
| VZ Verizon Communications Inc. | Add +1.3% | 0.38% | +0.07 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +232.8% | 0.10% | +0.07 |
| AVGO Broadcom Inc. | Add +16.9% | 2.51% | +0.07 |
| MCD McDonald's Corp. | Add +18.6% | 0.43% | +0.07 |
| CB Chubb Ltd. | Add +33.8% | 0.23% | +0.06 |
| T AT&T Inc. | Add +7.8% | 0.33% | +0.06 |
| HD Home Depot Inc. | Add +17.8% | 0.65% | +0.06 |
| GLW Corning Inc. | Add +8.2% | 0.16% | +0.06 |
| WDC Western Digital Corp. | Add +3.3% | 0.16% | +0.06 |
| COP Conocophillips | Add +13.8% | 0.16% | +0.06 |
| GS Goldman Sachs Group Inc. | Add +21.7% | 0.45% | +0.06 |
| IEMG iShares Core MSCI Emerging | Add +310.7% | 0.08% | +0.06 |
| TER Teradyne Inc. | Add +25.3% | 0.12% | +0.06 |
| PEP Pepsico Inc. | Add +11.2% | 0.36% | +0.06 |
| MBB iShares MBS ETF | Add +197.9% | 0.08% | +0.06 |
| TT Trane Technologies PLC | Add +20.6% | 0.24% | +0.05 |
| DE Deere & Co. | Add +10.0% | 0.21% | +0.05 |
| SCHB Schwab US Broad Market ETF | Add +300.7% | 0.06% | +0.05 |
| GILD Gilead Sciences Inc. | Add +1.5% | 0.38% | +0.05 |
| SNDK Sandisk Corp. | Add +44.1% | 0.06% | +0.04 |
| VRT Vertiv Holdings Co. Class A | Add +5.7% | 0.12% | +0.04 |
| NFLX Netflix Inc. | Add +5.9% | 0.68% | +0.04 |
Notes & Other Activity Q4 2025 → Q1 2026
| ALIBABA GROUP HOLDING (BABA 0.5 06/01/31) | NOTE 0.500% 6/0 · principal | New | 10,000,000 | $13.9M |
| WOLFSPEED INC (WOLF 2.5 06/15/31) | NOTE 2.500% 6/1 · principal | New | 4,293,000 | $6.1M |
| AFFIRM HOLDINGS INC (AFRM 0 11/15/26) | NOTE 11/1 · principal | Reduce -11.3% | 3,440,000 | $3.3M |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | New | 300 | $347K |
| SPWRW Sunpower Inc.-CW27 | *W EXP 07/31/202 | Sold out | 250 | $60before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 3,678 | $548.7B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q1 2026 | 3,798 | $480.9B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q4 2025 | 3,278 | $472.9B | NVDA, MSFT, AAPL, AMZN, GOOGL |
| Q3 2025 | 2,265 | $460.5B | NVDA, MSFT, AAPL, AMZN, AVGO |
| Q2 2025 | 2,599 | $494.0B | NVDA, AAPL, AMZN, AVGO, META |
| Q1 2025 | 2,624 | $390.5B | MSFT, NVDA, META, GOOGL, TSLA |
| Q4 2024 | 2,614 | $428.7B | NVDA, AAPL, MSFT, AMZN, TSLA |
| Q3 2024 | 2,705 | $389.0B | MSFT, NVDA, AAPL, AMZN, META |
| Q2 2024 | 2,701 | $348.4B | MSFT, NVDA, AAPL, AMZN, GOOGL |
| Q1 2024 | 2,455 | $279.8B | MSFT, AAPL, NVDA, AMZN, GOOGL |