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 | +$1.86B | |
| 2 | +$1.82B | |
| 3 | +$1.61B | |
| 4 |
Microsoft
MSFT
|
+$1.53B |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$1.35B |
Top Sells
| 1 | +$822M | |
| 2 | +$481M | |
| 3 | +$300M | |
| 4 |
EMBJ
Embraer S.A. ADS
EMBJ
|
+$284M |
| 5 |
Meta Platforms (Facebook)
META
|
+$265M |
Sector Composition
| 1 | Technology | 35.15% |
| 2 | Financials | 12.09% |
| 3 | Healthcare | 10.43% |
| 4 | Consumer Discretionary | 9.97% |
| 5 | Communication Services | 9.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Coca-Cola
KO
$359B
| $2.75B | 0.57% |
36,192,317
+4,445,012
|
|
||
27
ExxonMobil
XOM
$574B
| $2.69B | 0.56% |
15,826,213
-171,119
|
|
||
28
Procter & Gamble
PG
$342B
| $2.65B | 0.55% |
18,330,593
+661,473
|
|
||
29
Merck
MRK
$305B
| $2.46B | 0.51% |
20,414,819
+981,416
|
|
||
30
Intel
INTC
$553B
| $2.33B | 0.48% |
52,771,052
+7,461,011
|
|
||
31
Caterpillar
CAT
$439B
| $2.31B | 0.48% |
3,267,533
-276,691
|
|
||
32
Bank of America
BAC
$424B
| $2.28B | 0.47% |
46,699,224
+3,075,364
|
|
||
33
Linde
LIN
$245B
| $2.23B | 0.46% |
4,498,652
+291,278
|
|
||
34
Goldman Sachs
GS
$312B
| $2.15B | 0.45% |
2,539,185
+453,507
|
|
||
35
Oracle
ORCL
$406B
| $2.14B | 0.45% |
14,556,984
+1,079,181
|
|
||
36
Analog Devices
ADI
$193B
| $2.12B | 0.44% |
6,658,024
+1,946,255
|
|
||
37
Palantir
PLTR
$305B
| $2.09B | 0.44% |
14,310,511
+84,126
|
|
||
38
McDonald's
MCD
$195B
| $2.05B | 0.43% |
6,593,730
+1,033,693
|
|
||
39
UnitedHealth
UNH
$386B
| $2.01B | 0.42% |
7,442,890
+192,042
|
|
||
40
GE Aerospace
GE
$375B
| $1.94B | 0.4% |
6,823,783
+444,413
|
|
||
41
Prologis
PLD
$131B
| $1.87B | 0.39% |
14,135,417
+13,610,391
|
|
||
42
TJX Companies
TJX
$167B
| $1.86B | 0.39% |
11,676,713
+2,988,112
|
|
||
43
Gilead Sciences
GILD
$161B
| $1.84B | 0.38% |
13,199,103
+198,289
|
|
||
44
IBM
IBM
$271B
| $1.83B | 0.38% |
7,568,124
+302,374
|
|
||
45
Morgan Stanley
MS
$352B
| $1.81B | 0.38% |
11,017,848
+1,846,193
|
|
||
46
Verizon
VZ
$177B
| $1.81B | 0.38% |
36,097,432
+469,571
|
|
||
47
Texas Instruments
TXN
$284B
| $1.81B | 0.38% |
9,305,424
+1,765,458
|
|
||
48
PepsiCo
PEP
$188B
| $1.75B | 0.36% |
11,268,348
+1,137,984
|
|
||
49
Wells Fargo
WFC
$267B
| $1.71B | 0.36% |
21,519,158
+894,088
|
|
||
50
Amgen
AMGN
$196B
| $1.68B | 0.35% |
4,784,982
+180,963
|
|