UBS AM Portfolio holdings
UBS Asset Management (UBS AM), a division of UBS Group AG with origins tied to the bank’s founding in 1862, is headquartered in Zurich, Switzerland, and manages hundreds of billions in assets for institutional, intermediary, and wealth management clients globally. Specializing in a broad range of investment strategies—including equities, fixed income, multi-asset, alternatives, and sustainable investing—UBS AM leverages the firm’s extensive research capabilities and global network to deliver tailored solutions. Known for its focus on risk management and innovation, it offers products like ETFs, index funds, and private market investments, catering to diverse needs from pension funds to high-net-worth individuals. As part of UBS’s broader ecosystem, UBS AM combines Swiss precision with a commitment to ESG principles, solidifying its position as a leader in the asset management industry.
Top Buys
| 1 | +$25.7B | |
| 2 | +$2.08B | |
| 3 | +$1.61B | |
| 4 |
NetEase
NTES
|
+$1.3B |
| 5 |
Union Pacific
UNP
|
+$913M |
Top Sells
| 1 | +$7.68B | |
| 2 | +$3.82B | |
| 3 | +$2.94B | |
| 4 |
UBS Group
UBS
|
+$2.89B |
| 5 |
Tesla
TSLA
|
+$2.21B |
Sector Composition
| 1 | Technology | 37.91% |
| 2 | Financials | 12.35% |
| 3 | Consumer Discretionary | 10.52% |
| 4 | Healthcare | 9.66% |
| 5 | Communication Services | 9.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.24T
| $36.6B | 7.96% |
196,368,811
-41,153,475
|
|
||
2
Microsoft
MSFT
$3.53T
| $30.8B | 6.7% |
59,543,261
+49,618,571
|
|
||
3
Apple
AAPL
$4.12T
| $26.8B | 5.82% |
105,276,556
-15,003,927
|
|
||
4
Amazon
AMZN
$2.46T
| $15.2B | 3.3% |
69,247,324
-8,670,933
|
|
||
5
Broadcom
AVGO
$1.79T
| $11.8B | 2.55% |
35,647,634
-4,224,464
|
|
||
6
Alphabet (Google) Class A
GOOGL
$3.87T
| $10.5B | 2.29% |
43,302,985
-12,085,456
|
|
||
7
Meta Platforms (Facebook)
META
$1.58T
| $8.86B | 1.92% |
12,067,943
-2,736,892
|
|
||
|
8
Tesla
TSLA
$1.39T
| $8.8B | 1.91% |
19,798,871
-4,958,581
|
|
||
|
9
Alphabet (Google) Class C
GOOG
$3.87T
| $7.26B | 1.58% |
29,823,473
-8,844,231
|
|
||
10
JPMorgan Chase
JPM
$821B
| $5.25B | 1.14% |
16,634,269
-3,250,509
|
|
||
11
Eli Lilly
LLY
$987B
| $4.91B | 1.07% |
6,432,957
-1,438,524
|
|
||
12
Visa
V
$643B
| $4.36B | 0.95% |
12,784,775
-3,741,292
|
|
||
13
Mastercard
MA
$490B
| $3.78B | 0.82% |
6,639,944
-1,589,200
|
|
||
14
Oracle
ORCL
$555B
| $3.47B | 0.75% |
12,340,539
-2,970,541
|
|
||
15
Berkshire Hathaway Class B
BRK.B
$1.1T
| $3.3B | 0.72% |
6,563,112
-938,653
|
|
||
16
Netflix
NFLX
$444B
| $3.29B | 0.71% |
27,459,710
-3,858,890
|
|
||
17
Home Depot
HD
$347B
| $3.2B | 0.69% |
7,887,894
-3,053,828
|
|
||
18
Advanced Micro Devices
AMD
$325B
| $3.05B | 0.66% |
18,851,680
-4,452,897
|
|
||
19
Johnson & Johnson
JNJ
$499B
| $2.95B | 0.64% |
15,899,109
-3,775,060
|
|
||
20
Procter & Gamble
PG
$347B
| $2.95B | 0.64% |
19,185,539
-3,349,240
|
|
||
21
Walmart
WMT
$848B
| $2.93B | 0.64% |
28,397,212
-1,354,562
|
|
||
22
AbbVie
ABBV
$412B
| $2.91B | 0.63% |
12,581,121
-2,021,476
|
|
||
23
Costco
COST
$396B
| $2.84B | 0.62% |
3,065,325
-143,014
|
|
||
24
Palantir
PLTR
$385B
| $2.83B | 0.61% |
15,499,686
+520,693
|
|
||
25
ServiceNow
NOW
$171B
| $2.49B | 0.54% |
2,709,104
-321,087
|
|