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 | |
|---|---|---|---|---|---|---|
51
Exxon Mobil
XOM
$484B
| $1.53B | 0.33% |
13,531,922
-3,162,111
|
|
||
52
Texas Instruments
TXN
$146B
| $1.52B | 0.33% |
8,248,685
-2,473,894
|
|
||
53
Booking.com
BKNG
$159B
| $1.47B | 0.32% |
271,769
-86,734
|
|
||
54
Capital One
COF
$136B
| $1.46B | 0.32% |
6,867,199
-901,194
|
|
||
55
Progressive
PGR
$133B
| $1.45B | 0.31% |
5,856,899
-1,337,208
|
|
||
56
Morgan Stanley
MS
$262B
| $1.44B | 0.31% |
9,088,183
-2,102,541
|
|
||
57
Gilead Sciences
GILD
$158B
| $1.44B | 0.31% |
12,988,515
-3,594,563
|
|
||
58
Intuitive Surgical
ISRG
$204B
| $1.42B | 0.31% |
3,166,171
-266,948
|
|
||
59
AT&T
T
$183B
| $1.41B | 0.31% |
49,893,316
-9,432,442
|
|
||
60
Abbott
ABT
$223B
| $1.4B | 0.3% |
10,456,479
-2,292,683
|
|
||
61
S&P Global
SPGI
$150B
| $1.35B | 0.29% |
2,772,837
-667,751
|
|
||
62
Arista Networks
ANET
$158B
| $1.35B | 0.29% |
9,241,502
-1,675,942
|
|
||
63
Chevron
CVX
$298B
| $1.34B | 0.29% |
8,616,242
+196,895
|
|
||
64
Cadence Design Systems
CDNS
$82.7B
| $1.33B | 0.29% |
3,784,318
-830,525
|
|
||
65
Accenture
ACN
$155B
| $1.31B | 0.29% |
5,330,058
-1,608,813
|
|
||
|
66
NetEase
NTES
$88.9B
| $1.3B | 0.28% |
8,551,117
+8,538,717
|
|
||
67
Blackrock
BLK
$160B
| $1.29B | 0.28% |
1,105,880
-285,582
|
|
||
68
Amgen
AMGN
$182B
| $1.28B | 0.28% |
4,549,298
-733,141
|
|
||
69
Prologis
PLD
$119B
| $1.28B | 0.28% |
11,173,238
-2,111,740
|
|
||
70
Uber
UBER
$174B
| $1.26B | 0.27% |
12,820,164
-1,267,470
|
|
||
71
Citigroup
C
$181B
| $1.22B | 0.27% |
12,042,271
-2,291,950
|
|
||
72
Palo Alto Networks
PANW
$129B
| $1.21B | 0.26% |
5,920,436
-1,497,345
|
|
||
73
TJX Companies
TJX
$170B
| $1.19B | 0.26% |
8,241,439
-2,462,643
|
|
||
74
Thermo Fisher Scientific
TMO
$224B
| $1.17B | 0.25% |
2,415,003
-658,040
|
|
||
75
Analog Devices
ADI
$122B
| $1.17B | 0.25% |
4,745,031
-971,113
|
|