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 | +$745M | |
| 2 | +$727M | |
| 3 | +$689M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$680M |
| 5 |
NXP Semiconductors
NXPI
|
+$573M |
Top Sells
| 1 | +$1.33B | |
| 2 | +$1.2B | |
| 3 | +$929M | |
| 4 |
Broadcom
AVGO
|
+$805M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$685M |
Sector Composition
| 1 | Technology | 37.44% |
| 2 | Financials | 12.57% |
| 3 | Healthcare | 10.57% |
| 4 | Consumer Discretionary | 10.41% |
| 5 | Communication Services | 9.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Amphenol
APH
$180B
| $1.13B | 0.24% |
8,374,767
+297,379
|
|
||
77
Palo Alto Networks
PANW
$122B
| $1.12B | 0.24% |
6,103,299
+182,863
|
|
||
78
Charles Schwab
SCHW
$169B
| $1.12B | 0.24% |
11,240,065
-352,088
|
|
||
79
NetEase
NTES
$72.8B
| $1.12B | 0.24% |
8,144,927
-406,190
|
|
||
80
Applovin
APP
$147B
| $1.07B | 0.23% |
1,588,436
+172,177
|
|
||
81
Uber
UBER
$155B
| $1.07B | 0.23% |
13,078,612
+258,448
|
|
||
82
NextEra Energy
NEE
$195B
| $1.05B | 0.22% |
13,071,037
-236,279
|
|
||
83
Boston Scientific
BSX
$114B
| $1.04B | 0.22% |
10,936,957
-41,428
|
|
||
84
Chevron
CVX
$370B
| $1.04B | 0.22% |
6,836,331
-1,779,911
|
|
||
85
GE Vernova
GEV
$235B
| $1.01B | 0.21% |
1,545,641
-253,158
|
|
||
86
T-Mobile US
TMUS
$239B
| $1.01B | 0.21% |
4,958,610
+582,964
|
|
||
87
Eaton
ETN
$146B
| $977M | 0.21% |
3,068,606
+468,508
|
|
||
88
CrowdStrike
CRWD
$93.8B
| $940M | 0.2% |
2,005,915
+38,298
|
|
||
89
Autodesk
ADSK
$52.1B
| $935M | 0.2% |
3,159,489
-170,088
|
|
||
90
Mercado Libre
MELI
$89.1B
| $926M | 0.2% |
459,784
+12,845
|
|
||
91
Synopsys
SNPS
$79.2B
| $916M | 0.19% |
1,950,088
+101,632
|
|
||
92
Trane Technologies
TT
$102B
| $911M | 0.19% |
2,340,219
+7,537
|
|
||
93
Ecolab
ECL
$86.9B
| $910M | 0.19% |
3,468,013
+40,288
|
|
||
94
Union Pacific
UNP
$157B
| $904M | 0.19% |
3,906,144
-5,270,858
|
|
||
95
Pfizer
PFE
$157B
| $889M | 0.19% |
35,713,035
+1,517,551
|
|
||
96
McKesson
MCK
$121B
| $872M | 0.18% |
1,062,837
-126,120
|
|
||
97
Automatic Data Processing
ADP
$86.3B
| $871M | 0.18% |
3,386,321
+43,676
|
|
||
98
Philip Morris
PM
$291B
| $868M | 0.18% |
5,414,265
+66,462
|
|
||
99
Johnson Controls International
JCI
$88.3B
| $860M | 0.18% |
7,179,181
+71,296
|
|
||
100
Medtronic
MDT
$125B
| $856M | 0.18% |
8,913,417
+279,235
|
|