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 | |
|---|---|---|---|---|---|---|
51
Salesforce
CRM
$134B
| $1.66B | 0.34% |
8,871,303
+476,196
|
|
||
52
KLA
KLAC
$302B
| $1.63B | 0.34% |
11,050,070
+1,368,900
|
|
||
53
Welltower
WELL
$163B
| $1.62B | 0.34% |
8,170,874
+8,148,400
|
|
||
54
GE Vernova
GEV
$294B
| $1.61B | 0.33% |
1,843,864
+298,223
|
|
||
55
RTX Corp
RTX
$264B
| $1.6B | 0.33% |
8,282,583
+1,564,983
|
|
||
56
American Express
AXP
$239B
| $1.59B | 0.33% |
5,247,405
+440,851
|
|
||
57
Walt Disney
DIS
$166B
| $1.58B | 0.33% |
16,353,399
-562,217
|
|
||
58
AT&T
T
$147B
| $1.57B | 0.33% |
54,279,596
+3,903,959
|
|
||
59
Qualcomm
QCOM
$199B
| $1.56B | 0.32% |
12,113,406
+518,099
|
|
||
60
Intuitive Surgical
ISRG
$144B
| $1.53B | 0.32% |
3,316,258
+377,795
|
|
||
61
ServiceNow
NOW
$111B
| $1.49B | 0.31% |
14,275,465
+270,555
|
|
||
62
NextEra Energy
NEE
$183B
| $1.43B | 0.3% |
15,406,260
+2,335,223
|
|
||
63
Eaton
ETN
$159B
| $1.39B | 0.29% |
3,897,640
+829,034
|
|
||
64
TSMC
TSM
$2.26T
| $1.39B | 0.29% |
4,100,390
+3,689,825
|
|
||
65
Bristol-Myers Squibb
BMY
$118B
| $1.38B | 0.29% |
22,719,320
+1,281,734
|
|
||
66
Vertex Pharmaceuticals
VRTX
$123B
| $1.37B | 0.28% |
3,057,396
+56,618
|
|
||
67
Abbott
ABT
$164B
| $1.36B | 0.28% |
13,198,740
+2,139,846
|
|
||
68
Intuit
INTU
$75.1B
| $1.35B | 0.28% |
3,118,514
-27,803
|
|
||
69
Blackrock
BLK
$161B
| $1.34B | 0.28% |
1,397,411
+182,785
|
|
||
70
Chevron
CVX
$350B
| $1.32B | 0.27% |
6,361,047
-475,284
|
|
||
71
Lowe's Companies
LOW
$119B
| $1.31B | 0.27% |
5,537,824
+508,159
|
|
||
72
Arista Networks
ANET
$236B
| $1.3B | 0.27% |
10,620,742
+1,091,855
|
|
||
73
Palo Alto Networks
PANW
$265B
| $1.29B | 0.27% |
8,072,960
+1,969,661
|
|
||
74
Citigroup
C
$241B
| $1.28B | 0.27% |
11,257,851
-145,592
|
|
||
75
Capital One
COF
$124B
| $1.27B | 0.26% |
6,935,991
+124,812
|
|