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 | |
|---|---|---|---|---|---|---|
26
Cisco
CSCO
$302B
| $2.46B | 0.53% |
35,889,318
-4,973,815
|
|
||
27
Bank of America
BAC
$385B
| $2.4B | 0.52% |
46,516,728
+40,235,201
|
|
||
28
UnitedHealth
UNH
$294B
| $2.37B | 0.52% |
6,877,752
-1,730,837
|
|
||
29
Intuit
INTU
$182B
| $2.28B | 0.49% |
3,337,287
+1,321
|
|
||
|
30
Union Pacific
UNP
$136B
| $2.17B | 0.47% |
9,177,002
+3,861,636
|
|
||
31
Walt Disney
DIS
$184B
| $2B | 0.44% |
17,507,232
-1,582,115
|
|
||
32
Salesforce
CRM
$222B
| $2B | 0.44% |
8,453,396
-2,058,146
|
|
||
33
Caterpillar
CAT
$264B
| $1.95B | 0.42% |
4,079,115
-149,657
|
|
||
34
GE Aerospace
GE
$309B
| $1.95B | 0.42% |
6,468,901
-3,360,338
|
|
||
35
IBM
IBM
$284B
| $1.91B | 0.41% |
6,762,452
-2,069,515
|
|
||
36
Applied Materials
AMAT
$191B
| $1.87B | 0.41% |
9,129,483
+7,856,576
|
|
||
37
Goldman Sachs
GS
$240B
| $1.85B | 0.4% |
2,322,812
-190,282
|
|
||
38
Coca-Cola
KO
$311B
| $1.83B | 0.4% |
27,539,464
-9,227,880
|
|
||
39
Adobe
ADBE
$134B
| $1.82B | 0.4% |
5,171,656
-1,019,404
|
|
||
40
PepsiCo
PEP
$200B
| $1.76B | 0.38% |
12,546,006
-2,006,138
|
|
||
41
Lam Research
LRCX
$189B
| $1.71B | 0.37% |
12,742,924
-2,252,870
|
|
||
42
Qualcomm
QCOM
$175B
| $1.69B | 0.37% |
10,184,995
-2,116,498
|
|
||
43
Merck
MRK
$260B
| $1.66B | 0.36% |
19,749,865
-5,383,464
|
|
||
44
Verizon
VZ
$171B
| $1.63B | 0.35% |
37,007,524
-10,646,490
|
|
||
45
Micron Technology
MU
$252B
| $1.62B | 0.35% |
9,698,363
-652,048
|
|
||
46
Intel
INTC
$171B
| $1.6B | 0.35% |
47,755,568
-16,292,036
|
|
||
47
McDonald's
MCD
$220B
| $1.57B | 0.34% |
5,175,275
-1,744,381
|
|
||
48
American Express
AXP
$249B
| $1.57B | 0.34% |
4,723,471
-1,164,096
|
|
||
49
Linde
LIN
$191B
| $1.57B | 0.34% |
3,295,349
-1,660,778
|
|
||
50
Wells Fargo
WFC
$267B
| $1.53B | 0.33% |
18,255,810
-2,566,148
|
|