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 |
Pinduoduo
PDD
|
$957M |
| 2 |
Microsoft
MSFT
|
$866M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$692M |
| 4 |
NVIDIA
NVDA
|
$639M |
| 5 |
Alibaba
BABA
|
$522M |
Top Sells
| 1 |
Apple
AAPL
|
$20.3B |
| 2 |
Amazon
AMZN
|
$10.9B |
| 3 |
Bank of America
BAC
|
$1.64B |
| 4 |
Applied Materials
AMAT
|
$1.09B |
| 5 |
Prologis
PLD
|
$1.03B |
Sector Composition
| 1 | Technology | 29.67% |
| 2 | Financials | 14.84% |
| 3 | Healthcare | 13.16% |
| 4 | Communication Services | 8.88% |
| 5 | Consumer Discretionary | 8.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Coca-Cola
KO
$297B
| $2.21B | 0.57% | 30,889,415 +1,794,561 | +6% | +$129M |
|
27
Advanced Micro Devices
AMD
$264B
| $2.19B | 0.56% | 21,363,923 -37,513 | -0.2% | -$3.85M |
|
28
IBM
IBM
$227B
| $2.15B | 0.55% | 8,636,725 +524,633 | +6% | +$130M |
|
29
Adobe
ADBE
$151B
| $2.1B | 0.54% | 5,468,383 +126,688 | +2% | +$48.6M |
|
30
Oracle
ORCL
$635B
| $1.94B | 0.5% | 13,884,524 +59,164 | +0.4% | +$8.27M |
|
31
Accenture
ACN
$162B
| $1.92B | 0.49% | 6,163,393 +126,548 | +2% | +$39.5M |
|
32
Verizon
VZ
$186B
| $1.9B | 0.49% | 41,993,829 +3,100,342 | +8% | +$141M |
|
33
Merck
MRK
$210B
| $1.86B | 0.48% | 20,737,477 -810,281 | -4% | -$72.7M |
|
34
Walt Disney
DIS
$213B
| $1.83B | 0.47% | 18,509,924 +1,642,907 | +10% | +$162M |
|
35
Intuit
INTU
$186B
| $1.82B | 0.47% | 2,971,073 -100,948 | -3% | -$62M |
|
36
Progressive
PGR
$145B
| $1.81B | 0.46% | 6,380,134 +396,567 | +7% | +$112M |
|
37
PepsiCo
PEP
$204B
| $1.73B | 0.44% | 11,525,812 +208,292 | +2% | +$31.2M |
|
|
38
Amazon
AMZN
$2.44T
| $1.68B | 0.43% | 8,838,022 -57,137,962 | -87% | -$10.9B |
|
39
Intuitive Surgical
ISRG
$170B
| $1.68B | 0.43% | 3,393,951 +566,979 | +20% | +$281M |
|
40
Exxon Mobil
XOM
$487B
| $1.67B | 0.43% | 14,021,729 +658,585 | +5% | +$78.3M |
|
41
S&P Global
SPGI
$167B
| $1.62B | 0.41% | 3,186,250 +114,843 | +4% | +$58.4M |
|
42
McDonald's
MCD
$224B
| $1.61B | 0.41% | 5,142,473 +123,454 | +2% | +$38.6M |
|
43
Qualcomm
QCOM
$173B
| $1.6B | 0.41% | 10,422,341 +641,654 | +7% | +$98.6M |
|
44
AT&T
T
$209B
| $1.56B | 0.4% | 55,216,190 +1,783,363 | +3% | +$50.4M |
|
45
Gilead Sciences
GILD
$140B
| $1.54B | 0.39% | 13,755,481 +1,520,809 | +12% | +$170M |
|
46
GE Aerospace
GE
$292B
| $1.54B | 0.39% | 7,676,180 +491,207 | +7% | +$98.3M |
|
47
Texas Instruments
TXN
$184B
| $1.5B | 0.39% | 8,371,422 +308,818 | +4% | +$55.5M |
|
48
Linde
LIN
$224B
| $1.47B | 0.38% | 3,166,295 -194,105 | -6% | -$90.4M |
|
49
Amgen
AMGN
$155B
| $1.45B | 0.37% | 4,652,342 -475,986 | -9% | -$148M |
|
50
Chevron
CVX
$324B
| $1.42B | 0.36% | 8,497,288 +573,072 | +7% | +$95.9M |
|