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 |
Apple
AAPL
|
$3.29B |
| 2 |
NVIDIA
NVDA
|
$2.75B |
| 3 |
Microsoft
MSFT
|
$2.26B |
| 4 |
Amazon
AMZN
|
$1.79B |
| 5 |
UnitedHealth
UNH
|
$1.16B |
Top Sells
| 1 |
Pinduoduo
PDD
|
$1.19B |
| 2 |
Amphenol
APH
|
$415M |
| 3 |
Iron Mountain
IRM
|
$288M |
| 4 |
HDFC Bank
HDB
|
$211M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$202M |
Sector Composition
| 1 | Technology | 34.77% |
| 2 | Financials | 12.98% |
| 3 | Consumer Discretionary | 11.47% |
| 4 | Healthcare | 10.94% |
| 5 | Communication Services | 8.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Wells Fargo
WFC
$263B
| $1.36B | 0.32% |
19,413,661
-706,871
| -4% | -$49.7M |
|
52
Amgen
AMGN
$155B
| $1.34B | 0.31% |
5,128,328
+685,785
| +15% | +$179M |
|
53
Cadence Design Systems
CDNS
$95.5B
| $1.33B | 0.31% |
4,416,269
+427,418
| +11% | +$128M |
|
54
Comcast
CMCSA
$125B
| $1.33B | 0.31% |
35,356,027
+4,991,891
| +16% | +$187M |
|
55
Danaher
DHR
$147B
| $1.3B | 0.3% |
5,677,032
+579,046
| +11% | +$133M |
|
56
Intel
INTC
$107B
| $1.27B | 0.3% |
63,263,339
+4,793,927
| +8% | +$96.1M |
|
57
Bristol-Myers Squibb
BMY
$96B
| $1.26B | 0.29% |
22,271,742
+3,196,919
| +17% | +$181M |
|
58
Thermo Fisher Scientific
TMO
$186B
| $1.26B | 0.29% |
2,420,949
+257,462
| +12% | +$134M |
|
59
Lowe's Companies
LOW
$145B
| $1.24B | 0.29% |
5,035,630
+323,371
| +7% | +$79.8M |
|
60
TJX Companies
TJX
$152B
| $1.23B | 0.29% |
10,187,824
+1,005,260
| +11% | +$121M |
|
61
AT&T
T
$209B
| $1.22B | 0.28% |
53,432,827
+12,881,578
| +32% | +$293M |
|
62
Abbott
ABT
$231B
| $1.21B | 0.28% |
10,666,060
+1,432,127
| +16% | +$162M |
|
63
GE Aerospace
GE
$292B
| $1.2B | 0.28% |
7,184,973
+628,458
| +10% | +$105M |
|
64
Morgan Stanley
MS
$240B
| $1.16B | 0.27% |
9,210,293
+756,116
| +9% | +$95.1M |
|
65
Chevron
CVX
$324B
| $1.15B | 0.27% |
7,924,216
+133,360
| +2% | +$19.3M |
|
66
Union Pacific
UNP
$133B
| $1.13B | 0.26% |
4,968,658
+1,294,643
| +35% | +$295M |
|
67
Gilead Sciences
GILD
$140B
| $1.13B | 0.26% |
12,234,672
+1,605,730
| +15% | +$148M |
|
68
Prologis
PLD
$106B
| $1.13B | 0.26% |
10,648,872
+505,318
| +5% | +$53.4M |
|
69
Goldman Sachs
GS
$226B
| $1.12B | 0.26% |
1,963,836
+256,204
| +15% | +$147M |
|
70
Blackrock
BLK
$175B
| $1.12B | 0.26% |
1,095,241
+876,836
| +401% | +$899M |
|
71
Marsh & McLennan
MMC
$101B
| $1.11B | 0.26% |
5,218,488
+609,602
| +13% | +$129M |
|
72
Automatic Data Processing
ADP
$123B
| $1.1B | 0.26% |
3,771,011
+532,485
| +16% | +$156M |
|
73
Palo Alto Networks
PANW
$127B
| $1.08B | 0.25% |
5,951,283
+3,212,718
| +117% | +$585M |
|
74
Equinix
EQIX
$76.9B
| $1.08B | 0.25% |
1,147,559
+65,104
| +6% | +$61.4M |
|
75
Pfizer
PFE
$141B
| $1.05B | 0.24% |
39,402,619
+1,333,740
| +4% | +$35.4M |
|