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United American Securities Inc. (d/b/a Uas Asset Management)

CIK:0001349353
Investment Adviser
$450M AUM
15 holdings
New York, NY, United States
Founded:1987
6 employees
Latest filing:Jun 30, 2025

UAS Asset Management (United American Securities Inc., d/b/a UAS Asset Management) is an independent, privately held investment adviser headquartered in New York, NY. Founded in 1987 by Shahin and Bahman Mossavar-Rahmani, the firm serves individual clients, extended families, foundations, trusts, pension plans, and institutions. With a focus on long-term stewardship and personalized client service, UAS emphasizes human-scale operations and tailored portfolio management. The firm employs approximately 6 professionals and has provided trusted investment advice for over 35 years.

Investment Strategy

UAS Asset Management pursues a long-term, patient investment approach anchored in core principles that favor companies likely to enhance their intrinsic value through various market cycles. The firm's philosophy resembles a marathon: preparing for inevitable market volatility by maintaining discipline and selectivity. UAS manages portfolios across retirement, individual, institutional, and alternative investment accounts, aiming to secure enduring results and superior personal service, with principals directly overseeing each portfolio and regularly consulting with clients.

Latest 13F Filing Activity

United American Securities Inc. (d/b/a Uas Asset Management) filed their most recent 13F report on Jun 30, 2025 disclosing 15 equity positions with a total 13F market value of $463M. The fund increased holdings in Microsoft Corp., Amazon Com Inc., Uber Technologies Inc. among other positions. United American Securities Inc. (d/b/a Uas Asset Management) reduced exposure to Taiwan Semiconductor MFG LTD, Berkshire Hathaway Inc. Del, Chubb Limited among others.

Top Buys
M
MSFTMICROSOFT CORP
+$17.2M
A
AMZNAMAZON COM INC
+$15.7M
U
UBERUBER TECHNOLOGIES INC
+$14.8M
G
GOOGLALPHABET INC
+$12.9M
M
METAMETA PLATFORMS INC
+$9.1M
Top Sells
T
TSMTAIWAN SEMICONDUCTOR MFG LTD
-$13.9M
B
BRK-BBERKSHIRE HATHAWAY INC DEL
-$12.6M
C
CBCHUBB LIMITED
-$7.2M
J
JNJJOHNSON & JOHNSON
+$3.4M
A
ABNBAIRBNB INC
+$2.7M

Top Holdings

B
BRK-BBERKSHIRE HATHAWAY INC DEL
+33.5%$155.3M
A
AMZNAMAZON COM INC
+20.1%$93.2M
M
MSFTMICROSOFT CORP
+13.3%$61.7M
C
COSTCOSTCO WHOLESALE CORP NEW
+8.7%$40.5M
M
METAMETA PLATFORMS INC
+7.1%$33.0M

Equity Positions (15)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
BERKSHIRE HATHAWAY INC DEL33.50%$155.3M319,643$206.31$485.77-$12.6M
AMAZON COM INC20.10%$93.2M424,723$152.41$219.39+$15.7M
MICROSOFT CORP13.30%$61.7M123,970$201.38$497.41+$17.2M
COSTCO WHOLESALE CORP NEW8.74%$40.5M40,933$586.48$989.94-$583.3K
META PLATFORMS INC7.11%$33.0M44,652$521.02$738.09+$9.1M

Industry Allocation

FIRE, MARINE & CASUALTY INSURANCE
+33.7%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+15.3%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+14.4%
SERVICES-PREPACKAGED SOFTWARE
+13.3%
RETAIL-VARIETY STORES
+7.5%