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 | |
|---|---|---|---|---|---|---|
76
Union Pacific
UNP
$133B
| $1.09B | 0.28% | 4,601,068 -367,590 | -7% | -$86.8M |
|
77
Ameriprise Financial
AMP
$48.5B
| $1.09B | 0.28% | 2,244,788 +796,925 | +55% | +$386M |
|
78
T-Mobile US
TMUS
$284B
| $1.08B | 0.28% | 4,050,797 +169,562 | +4% | +$45.2M |
|
79
Mercado Libre
MELI
$125B
| $1.07B | 0.28% | 550,433 +96,283 | +21% | +$188M |
|
|
80
Pinduoduo
PDD
$171B
| $1.06B | 0.27% | 8,985,969 +8,086,620 | +899% | +$957M |
|
81
Fiserv
FI
$75.1B
| $1.02B | 0.26% | 4,616,269 -572 | -0% | -$126K |
|
82
Equinix
EQIX
$76.9B
| $1.01B | 0.26% | 1,243,446 +95,887 | +8% | +$78.2M |
|
83
NextEra Energy, Inc.
NEE
$148B
| $1.01B | 0.26% | 14,248,326 +1,326,605 | +10% | +$94M |
|
84
Charles Schwab
SCHW
$174B
| $1B | 0.26% | 12,833,440 +1,179,756 | +10% | +$92.4M |
|
85
Palantir
PLTR
$372B
| $985M | 0.25% | 11,668,082 +1,135,841 | +11% | +$95.9M |
|
86
Pfizer
PFE
$141B
| $980M | 0.25% | 38,690,692 -711,927 | -2% | -$18M |
|
87
CrowdStrike
CRWD
$106B
| $977M | 0.25% | 2,771,424 +955,529 | +53% | +$337M |
|
88
Lam Research
LRCX
$127B
| $973M | 0.25% | 13,380,053 -194,638 | -1% | -$14.2M |
|
89
Ecolab
ECL
$78.6B
| $965M | 0.25% | 3,805,952 +145,902 | +4% | +$37M |
|
90
Philip Morris
PM
$260B
| $951M | 0.24% | 5,992,023 -217,353 | -4% | -$34.5M |
|
91
Citigroup
C
$178B
| $921M | 0.24% | 12,978,393 +480,581 | +4% | +$34.1M |
|
92
Uber
UBER
$196B
| $905M | 0.23% | 12,420,690 +401,188 | +3% | +$29.2M |
|
93
Autodesk
ADSK
$67.3B
| $904M | 0.23% | 3,454,264 +400,514 | +13% | +$105M |
|
94
McKesson
MCK
$85.4B
| $865M | 0.22% | 1,284,881 +181,831 | +16% | +$122M |
|
95
Micron Technology
MU
$133B
| $860M | 0.22% | 9,896,308 -850,972 | -8% | -$73.9M |
|
96
Deere & Co
DE
$129B
| $852M | 0.22% | 1,815,817 +35,075 | +2% | +$16.5M |
|
97
RTX Corp
RTX
$212B
| $845M | 0.22% | 6,379,460 +321,350 | +5% | +$42.6M |
|
98
Chubb
CB
$110B
| $841M | 0.22% | 2,784,053 +30,334 | +1% | +$9.16M |
|
99
Capital One
COF
$145B
| $839M | 0.21% | 4,677,128 +1,454,595 | +45% | +$261M |
|
100
Cigna
CI
$80.3B
| $812M | 0.21% | 2,466,906 -28,686 | -1% | -$9.44M |
|