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 | |
|---|---|---|---|---|---|---|
51
Wells Fargo
WFC
$263B
| $1.41B | 0.36% | 19,671,211 +257,550 | +1% | +$18.5M |
|
52
Caterpillar
CAT
$196B
| $1.39B | 0.36% | 4,204,445 +264,054 | +7% | +$87.1M |
|
53
Abbott
ABT
$231B
| $1.39B | 0.35% | 10,443,759 -222,301 | -2% | -$29.5M |
|
54
Bristol-Myers Squibb
BMY
$96B
| $1.38B | 0.35% | 22,626,044 +354,302 | +2% | +$21.6M |
|
55
American Express
AXP
$231B
| $1.37B | 0.35% | 5,093,807 +78,538 | +2% | +$21.1M |
|
56
Thermo Fisher Scientific
TMO
$186B
| $1.37B | 0.35% | 2,750,923 +329,974 | +14% | +$164M |
|
57
Intel
INTC
$107B
| $1.34B | 0.34% | 59,205,468 -4,057,871 | -6% | -$92.2M |
|
58
Marsh & McLennan
MMC
$101B
| $1.26B | 0.32% | 5,180,922 -37,566 | -0.7% | -$9.17M |
|
59
Booking.com
BKNG
$181B
| $1.26B | 0.32% | 273,482 -8,151 | -3% | -$37.6M |
|
60
Welltower
WELL
$113B
| $1.25B | 0.32% | 8,164,840 +532,135 | +7% | +$81.5M |
|
61
Vertex Pharmaceuticals
VRTX
$100B
| $1.24B | 0.32% | 2,559,476 +230,257 | +10% | +$112M |
|
62
TJX Companies
TJX
$152B
| $1.21B | 0.31% | 9,917,519 -270,305 | -3% | -$32.9M |
|
63
Cadence Design Systems
CDNS
$95.5B
| $1.2B | 0.31% | 4,729,026 +312,757 | +7% | +$79.5M |
|
64
Comcast
CMCSA
$125B
| $1.19B | 0.3% | 32,184,008 -3,172,019 | -9% | -$117M |
|
65
Palo Alto Networks
PANW
$127B
| $1.18B | 0.3% | 6,902,048 +950,765 | +16% | +$162M |
|
66
Automatic Data Processing
ADP
$123B
| $1.18B | 0.3% | 3,848,307 +77,296 | +2% | +$23.6M |
|
67
Elevance Health
ELV
$71.8B
| $1.16B | 0.3% | 2,676,203 +324,040 | +14% | +$141M |
|
68
Blackrock
BLK
$175B
| $1.14B | 0.29% | 1,206,935 +111,694 | +10% | +$106M |
|
69
Boston Scientific
BSX
$156B
| $1.14B | 0.29% | 11,299,942 +460,580 | +4% | +$46.5M |
|
70
Goldman Sachs
GS
$226B
| $1.14B | 0.29% | 2,084,108 +120,272 | +6% | +$65.7M |
|
|
71
Alibaba
BABA
$322B
| $1.13B | 0.29% | 8,557,495 +3,947,460 | +86% | +$522M |
|
72
Morgan Stanley
MS
$240B
| $1.13B | 0.29% | 9,652,910 +442,617 | +5% | +$51.6M |
|
73
Lowe's Companies
LOW
$145B
| $1.12B | 0.29% | 4,789,416 -246,214 | -5% | -$57.4M |
|
74
Danaher
DHR
$147B
| $1.12B | 0.29% | 5,447,964 -229,068 | -4% | -$47M |
|
75
Alcon
ALC
$39.5B
| $1.11B | 0.29% | 11,726,307 -228,515 | -2% | -$21.7M |
|