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 | |
|---|---|---|---|---|---|---|
76
Alcon
ALC
$39.5B
| $1.01B | 0.24% | 11,954,822 -95,066 | -0.8% | -$8.07M |
|
77
Lam Research
LRCX
$127B
| $980M | 0.23% | 13,574,691 +13,365,317 | +6,383% | +$965M |
|
78
Boston Scientific
BSX
$156B
| $968M | 0.23% | 10,839,362 +1,709,461 | +19% | +$153M |
|
79
Welltower
WELL
$113B
| $962M | 0.22% | 7,632,705 +712,279 | +10% | +$89.8M |
|
80
Arista Networks
ANET
$172B
| $955M | 0.22% | 8,641,326 +6,357,753 | +278% | +$703M |
|
81
Fiserv
FI
$75.1B
| $948M | 0.22% | 4,616,841 +384,564 | +9% | +$79M |
|
82
Vertex Pharmaceuticals
VRTX
$100B
| $938M | 0.22% | 2,329,219 -112,249 | -5% | -$45.2M |
|
83
NextEra Energy, Inc.
NEE
$148B
| $926M | 0.22% | 12,921,721 +1,707,933 | +15% | +$122M |
|
84
Micron Technology
MU
$133B
| $904M | 0.21% | 10,747,280 -578,944 | -5% | -$48.7M |
|
85
Autodesk
ADSK
$67.3B
| $903M | 0.21% | 3,053,750 +667,763 | +28% | +$197M |
|
86
Citigroup
C
$178B
| $880M | 0.21% | 12,497,812 +1,794,597 | +17% | +$126M |
|
87
Elevance Health
ELV
$71.8B
| $868M | 0.2% | 2,352,163 +199,550 | +9% | +$73.6M |
|
88
Charles Schwab
SCHW
$174B
| $862M | 0.2% | 11,653,684 +2,511,082 | +27% | +$186M |
|
89
Ecolab
ECL
$78.6B
| $858M | 0.2% | 3,660,050 -182,064 | -5% | -$42.7M |
|
90
T-Mobile US
TMUS
$284B
| $857M | 0.2% | 3,881,235 +423,993 | +12% | +$93.6M |
|
91
Trane Technologies
TT
$92.5B
| $857M | 0.2% | 2,319,287 +177,206 | +8% | +$65.5M |
|
92
Digital Realty Trust
DLR
$57.2B
| $855M | 0.2% | 4,819,606 +492,692 | +11% | +$87.4M |
|
93
Take-Two Interactive
TTWO
$43B
| $833M | 0.19% | 4,527,759 +287,194 | +7% | +$52.9M |
|
94
Apollo Global Management
APO
$77.9B
| $812M | 0.19% | 4,917,629 -751,506 | -13% | -$124M |
|
95
Marvell Technology
MRVL
$54.2B
| $811M | 0.19% | 7,340,202 +75,429 | +1% | +$8.33M |
|
96
Eaton
ETN
$136B
| $798M | 0.19% | 2,405,287 +131,602 | +6% | +$43.7M |
|
97
American Tower
AMT
$95.5B
| $797M | 0.19% | 4,344,577 +233,242 | +6% | +$42.8M |
|
98
Palantir
PLTR
$372B
| $797M | 0.19% | 10,532,241 +344,127 | +3% | +$26M |
|
99
Nike
NKE
$114B
| $779M | 0.18% | 10,293,935 -876,451 | -8% | -$66.3M |
|
100
Mercado Libre
MELI
$125B
| $772M | 0.18% | 454,150 +57,806 | +15% | +$98.3M |
|