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 | +$745M | |
| 2 | +$727M | |
| 3 | +$689M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$680M |
| 5 |
NXP Semiconductors
NXPI
|
+$573M |
Top Sells
| 1 | +$1.33B | |
| 2 | +$1.2B | |
| 3 | +$929M | |
| 4 |
Broadcom
AVGO
|
+$805M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$685M |
Sector Composition
| 1 | Technology | 37.44% |
| 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 | |
|---|---|---|---|---|---|---|
26
Micron Technology
MU
$464B
| $2.53B | 0.53% |
8,847,074
-851,289
|
|
||
27
Bank of America
BAC
$359B
| $2.4B | 0.51% |
43,623,860
-2,892,868
|
|
||
28
UnitedHealth
UNH
$266B
| $2.39B | 0.51% |
7,250,848
+373,096
|
|
||
29
Costco
COST
$449B
| $2.38B | 0.5% |
2,756,886
-308,439
|
|
||
30
Salesforce
CRM
$183B
| $2.22B | 0.47% |
8,395,107
-58,289
|
|
||
31
Coca-Cola
KO
$351B
| $2.22B | 0.47% |
31,747,305
+4,207,841
|
|
||
32
Lam Research
LRCX
$292B
| $2.18B | 0.46% |
12,732,387
-10,537
|
|
||
33
IBM
IBM
$225B
| $2.15B | 0.46% |
7,265,750
+503,298
|
|
||
34
ServiceNow
NOW
$113B
| $2.15B | 0.45% |
14,004,910
+459,390
|
|
||
35
Intuit
INTU
$114B
| $2.08B | 0.44% |
3,146,317
-190,970
|
|
||
36
Merck
MRK
$306B
| $2.05B | 0.43% |
19,433,403
-316,462
|
|
||
37
Caterpillar
CAT
$346B
| $2.03B | 0.43% |
3,544,224
-534,891
|
|
||
38
Qualcomm
QCOM
$152B
| $1.98B | 0.42% |
11,595,307
+1,410,312
|
|
||
39
GE Aerospace
GE
$359B
| $1.97B | 0.42% |
6,379,370
-89,531
|
|
||
40
Exxon Mobil
XOM
$635B
| $1.93B | 0.41% |
15,997,332
+2,465,410
|
|
||
41
Walt Disney
DIS
$188B
| $1.92B | 0.41% |
16,915,616
-591,616
|
|
||
42
Wells Fargo
WFC
$251B
| $1.92B | 0.41% |
20,625,070
+2,369,260
|
|
||
43
Goldman Sachs
GS
$258B
| $1.83B | 0.39% |
2,085,678
-237,134
|
|
||
44
Linde
LIN
$235B
| $1.79B | 0.38% |
4,207,374
+912,025
|
|
||
45
Adobe
ADBE
$108B
| $1.78B | 0.38% |
5,083,365
-88,291
|
|
||
46
American Express
AXP
$212B
| $1.78B | 0.38% |
4,806,554
+83,083
|
|
||
47
McDonald's
MCD
$243B
| $1.7B | 0.36% |
5,560,037
+384,762
|
|
||
48
Intel
INTC
$228B
| $1.67B | 0.35% |
45,310,041
-2,445,527
|
|
||
49
Intuitive Surgical
ISRG
$179B
| $1.66B | 0.35% |
2,938,463
-227,708
|
|
||
50
Capital One
COF
$122B
| $1.65B | 0.35% |
6,811,179
-56,020
|
|