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
| Rank | Stock | Value |
|---|---|---|
| 1 |
Chubb
CB
|
+$745M |
| 2 |
Spotify
SPOT
|
+$727M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$689M |
| 4 |
Meta Platforms (Facebook)
META
|
+$680M |
| 5 |
NXP Semiconductors
NXPI
|
+$573M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Prologis
PLD
|
+$1.33B |
| 2 |
Union Pacific
UNP
|
+$1.2B |
| 3 |
Equinix
EQIX
|
+$929M |
| 4 |
Broadcom
AVGO
|
+$805M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$685M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 37.43% |
| 2 | Financials | 12.57% |
| 3 | Healthcare | 10.57% |
| 4 | Consumer Discretionary | 10.41% |
| 5 | Communication Services | 9.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1826
Enovix
ENVX
$1.05B
| $2.32M | ﹤0.01% |
316,920
+9,426
| +3% | +$91.3K |
|
1827
Bank First Corp
BFC
$1.74B
| $2.31M | ﹤0.01% |
18,973
+1,831
| +11% | +$233K |
|
1828
National Bank Holdings
NBHC
$1.92B
| $2.31M | ﹤0.01% |
60,668
+252
| +0.4% | +$9.49K |
|
1829
Peoples Bancorp
PEBO
$1.47B
| $2.3M | ﹤0.01% |
76,684
-3,113
| -4% | -$92.5K |
|
1830
Invesco Preferred ETF
PGX
$3.76B
| $2.3M | ﹤0.01% |
+204,352
| New | +$2.33M |
|
1831
Atour Lifestyle Holdings
ATAT
$4.63B
| $2.29M | ﹤0.01% |
58,152
+8,700
| +18% | +$341K |
|
|
AVNS
1832
DELISTED
Avanos Medical
AVNS
| $2.28M | ﹤0.01% |
203,257
-12,087
| -6% | -$138K |
|
1833
FIGS
FIGS
$2.37B
| $2.28M | ﹤0.01% |
200,855
+800
| +0.4% | +$7.49K |
|
|
AD
1834
Array Digital Infrastructure
AD
$3.01B
| $2.27M | ﹤0.01% |
42,399
-929
| -2% | -$45.8K |
|
1835
JPMorgan BetaBuilders Japan ETF
BBJP
$18.8B
| $2.27M | ﹤0.01% |
+34,470
| New | +$2.34M |
|
1836
Herbalife
HLF
$1.23B
| $2.27M | ﹤0.01% |
175,969
-14,675
| -8% | -$155K |
|
|
UCTT
1837
Ultra Clean Holdings
UCTT
$3.9B
| $2.27M | ﹤0.01% |
89,437
+1,655
| +2% | +$44K |
|
1838
Astec Industries
ASTE
$989M
| $2.25M | ﹤0.01% |
52,019
-935
| -2% | -$42.7K |
|
1839
STAAR Surgical
STAA
$1.24B
| $2.25M | ﹤0.01% |
97,526
-30,875
| -24% | -$796K |
|
|
JBS
1840
JBS N.V.
JBS
$42.8B
| $2.25M | ﹤0.01% |
+155,726
| New | +$2.14M |
|
1841
Clear Channel Outdoor Holdings
CCO
$1.23B
| $2.24M | ﹤0.01% |
1,015,473
+199,239
| +24% | +$370K |
|
1842
nLIGHT
LASR
$2.84B
| $2.24M | ﹤0.01% |
59,673
+15,335
| +35% | +$512K |
|
1843
Northern Oil and Gas
NOG
$2.58B
| $2.23M | ﹤0.01% |
103,956
+731
| +0.7% | +$16.4K |
|
1844
HDFC Bank
HDB
$120B
| $2.23M | ﹤0.01% |
61,044
-7,883,359
| -99% | -$284M |
|
1845
American Superconductor
AMSC
$1.56B
| $2.22M | ﹤0.01% |
77,207
-5,430
| -7% | -$235K |
|
1846
Upbound Group
UPBD
$1.11B
| $2.22M | ﹤0.01% |
126,297
+16,482
| +15% | +$319K |
|
1847
ODDITY Tech
ODD
$576M
| $2.21M | ﹤0.01% |
+55,025
| New | +$2.49M |
|
|
EFC
1848
Ellington Financial
EFC
$1.74B
| $2.21M | ﹤0.01% |
162,798
+10,258
| +7% | +$140K |
|
1849
British American Tobacco
BTI
$122B
| $2.21M | ﹤0.01% |
38,991
-862,520
| -96% | -$47.1M |
|
1850
Revolve Group
RVLV
$1.69B
| $2.18M | ﹤0.01% |
72,235
+10,615
| +17% | +$256K |
|
Similar funds
UBS AM's Q4 2025 Portfolio in Review
As of Q4 2025, UBS AM held 3,345 positions worth $473B, up 2.7% from $461B the previous quarter. Its ten largest holdings account for 36% of the portfolio.
UBS AM's Q4 2025 filing shows 1,074 new, 1,062 increased, 1,120 reduced and 60 closed positions. Its largest new stake was Chubb: 2,548,307 shares worth $795M. The largest sale was Prologis, an estimated $1.33B.
By sector, the portfolio is most concentrated in Technology at 37% of assets, down from 38% a quarter earlier, followed by Financials and Healthcare.
- UBS AM's largest Q4 2025 buy was Chubb: 2,548,307 shares worth $795M.
- UBS AM added most to Spotify in Q4 2025, an estimated $727M increase.
- UBS AM's biggest Q4 2025 reduction was Prologis, cutting an estimated $1.33B.
- UBS AM fully exited Kellanova in Q4 2025, selling an estimated $211M.
- UBS AM's ten largest holdings make up 36% of its $473B portfolio in Q4 2025.
- UBS AM opened 1,074 new positions and closed 60 in Q4 2025.
- UBS AM's portfolio value rose 2.7% quarter-over-quarter to $473B.
Based on UBS AM's 13F filing for Q4 2025, filed 13 Feb 2026.