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 | |
|---|---|---|---|---|---|---|
76
Lowe's Companies
LOW
$133B
| $1.16B | 0.25% |
4,618,511
-1,297,552
|
|
||
77
Vertex Pharmaceuticals
VRTX
$109B
| $1.13B | 0.25% |
2,887,117
-180,356
|
|
||
78
Charles Schwab
SCHW
$161B
| $1.11B | 0.24% |
11,592,153
-2,751,635
|
|
||
79
GE Vernova
GEV
$155B
| $1.11B | 0.24% |
1,798,799
-135,257
|
|
||
80
Boston Scientific
BSX
$150B
| $1.07B | 0.23% |
10,978,385
-1,771,685
|
|
||
81
KLA
KLAC
$149B
| $1.06B | 0.23% |
983,504
-171,837
|
|
||
82
Autodesk
ADSK
$63.3B
| $1.06B | 0.23% |
3,329,577
-620,636
|
|
||
83
T-Mobile US
TMUS
$231B
| $1.05B | 0.23% |
4,375,646
-689,757
|
|
||
84
Mercado Libre
MELI
$103B
| $1.04B | 0.23% |
446,939
-143,325
|
|
||
85
Alibaba
BABA
$378B
| $1.03B | 0.22% |
5,762,261
+772,642
|
|
||
86
Applovin
APP
$185B
| $1.02B | 0.22% |
1,416,259
-188,288
|
|
||
87
NextEra Energy
NEE
$176B
| $1B | 0.22% |
13,307,316
-2,738,208
|
|
||
88
Amphenol
APH
$168B
| $1,000M | 0.22% |
8,077,388
-1,299,178
|
|
||
89
Danaher
DHR
$162B
| $998M | 0.22% |
5,034,903
-1,329,760
|
|
||
90
Trane Technologies
TT
$92.4B
| $984M | 0.21% |
2,332,682
-424,568
|
|
||
91
Bristol-Myers Squibb
BMY
$99.7B
| $983M | 0.21% |
21,788,946
-3,420,584
|
|
||
92
Automatic Data Processing
ADP
$104B
| $981M | 0.21% |
3,342,645
-875,110
|
|
||
93
Eaton
ETN
$130B
| $973M | 0.21% |
2,600,098
-429,606
|
|
||
94
RTX Corp
RTX
$232B
| $968M | 0.21% |
5,786,411
-1,200,679
|
|
||
95
CrowdStrike
CRWD
$128B
| $965M | 0.21% |
1,967,617
-340,693
|
|
||
96
Ecolab
ECL
$77.9B
| $939M | 0.2% |
3,427,725
-597,300
|
|
||
97
Equinix
EQIX
$74.3B
| $929M | 0.2% |
1,186,497
+953,001
|
|
||
98
McKesson
MCK
$110B
| $919M | 0.2% |
1,188,957
-105,275
|
|
||
99
Marsh & McLennan
MMC
$89B
| $916M | 0.2% |
4,543,833
-1,163,107
|
|
||
100
Synopsys
SNPS
$74.5B
| $912M | 0.2% |
1,848,456
-76,900
|
|