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 | |
|---|---|---|---|---|---|---|
51
Morgan Stanley
MS
$264B
| $1.63B | 0.34% |
9,171,655
+83,472
|
|
||
52
Gilead Sciences
GILD
$185B
| $1.6B | 0.34% |
13,000,814
+12,299
|
|
||
53
Amgen
AMGN
$209B
| $1.51B | 0.32% |
4,604,019
+54,721
|
|
||
54
PepsiCo
PEP
$232B
| $1.45B | 0.31% |
10,130,364
-2,415,642
|
|
||
55
S&P Global
SPGI
$132B
| $1.45B | 0.31% |
2,778,491
+5,654
|
|
||
56
Verizon
VZ
$211B
| $1.45B | 0.31% |
35,627,861
-1,379,663
|
|
||
57
Accenture
ACN
$128B
| $1.45B | 0.31% |
5,393,818
+63,760
|
|
||
58
Thermo Fisher Scientific
TMO
$196B
| $1.41B | 0.3% |
2,428,731
+13,728
|
|
||
59
Abbott
ABT
$202B
| $1.39B | 0.29% |
11,058,894
+602,415
|
|
||
60
Vertex Pharmaceuticals
VRTX
$126B
| $1.36B | 0.29% |
3,000,778
+113,661
|
|
||
61
TJX Companies
TJX
$180B
| $1.33B | 0.28% |
8,688,601
+447,162
|
|
||
62
Citigroup
C
$193B
| $1.33B | 0.28% |
11,403,443
-638,828
|
|
||
63
Booking.com
BKNG
$134B
| $1.32B | 0.28% |
246,147
-25,622
|
|
||
64
Texas Instruments
TXN
$193B
| $1.31B | 0.28% |
7,539,966
-708,719
|
|
||
65
Blackrock
BLK
$165B
| $1.3B | 0.27% |
1,214,626
+108,746
|
|
||
66
Progressive
PGR
$125B
| $1.29B | 0.27% |
5,682,248
-174,651
|
|
||
67
Analog Devices
ADI
$174B
| $1.28B | 0.27% |
4,711,769
-33,262
|
|
||
68
AT&T
T
$196B
| $1.25B | 0.26% |
50,375,637
+482,321
|
|
||
69
Arista Networks
ANET
$168B
| $1.25B | 0.26% |
9,528,887
+287,385
|
|
||
70
RTX Corp
RTX
$272B
| $1.23B | 0.26% |
6,717,600
+931,189
|
|
||
71
Lowe's Companies
LOW
$148B
| $1.21B | 0.26% |
5,029,665
+411,154
|
|
||
72
KLA
KLAC
$200B
| $1.18B | 0.25% |
968,117
-15,387
|
|
||
73
Cadence Design Systems
CDNS
$82B
| $1.16B | 0.25% |
3,708,027
-76,291
|
|
||
74
Bristol-Myers Squibb
BMY
$127B
| $1.16B | 0.24% |
21,437,586
-351,360
|
|
||
75
Danaher
DHR
$149B
| $1.15B | 0.24% |
5,011,650
-23,253
|
|