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
| Rank | Stock | Value |
|---|---|---|
| 1 |
Chubb
CB
|
+$745M |
| 2 |
Spotify
SPOT
|
+$727M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$689M |
| 4 |
Meta Platforms (Facebook)
META
|
+$680M |
| 5 |
NXP Semiconductors
NXPI
|
+$573M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Prologis
PLD
|
+$1.33B |
| 2 |
Union Pacific
UNP
|
+$1.2B |
| 3 |
Equinix
EQIX
|
+$929M |
| 4 |
Broadcom
AVGO
|
+$805M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$685M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 37.43% |
| 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 | Held Since | |
|---|---|---|---|---|---|---|---|
76
Amphenol
APH
$210B
| $1.13B | 0.24% |
16,749,534
+594,758
| +4% | +$39.8M |
2013 Q2
50 quarters
|
|
77
Palo Alto Networks
PANW
$326B
| $1.12B | 0.24% |
6,103,299
+182,863
| +3% | +$36.9M |
2013 Q2
50 quarters
|
|
|
SCHW
78
Charles Schwab
SCHW
$168B
| $1.12B | 0.24% |
11,240,065
-352,088
| -3% | -$33.4M |
2013 Q2
50 quarters
|
|
79
NetEase
NTES
$76.6B
| $1.12B | 0.24% |
8,144,927
-406,190
| -5% | -$57.7M |
2013 Q2
50 quarters
|
|
80
Applovin
APP
$93.7B
| $1.07B | 0.23% |
1,588,436
+172,177
| +12% | +$108M |
2022 Q1
15 quarters
|
|
81
Uber
UBER
$143B
| $1.07B | 0.23% |
13,078,612
+258,448
| +2% | +$23.3M |
2019 Q2
26 quarters
|
|
82
NextEra Energy
NEE
$161B
| $1.05B | 0.22% |
13,071,037
-236,279
| -2% | -$19.6M |
2013 Q2
50 quarters
|
|
83
Boston Scientific
BSX
$60.9B
| $1.04B | 0.22% |
10,936,957
-41,428
| -0.4% | -$4.06M |
2013 Q2
50 quarters
|
|
84
Chevron
CVX
$415B
| $1.04B | 0.22% |
6,836,331
-1,779,911
| -21% | -$271M |
2013 Q2
50 quarters
|
|
85
GE Vernova
GEV
$266B
| $1.01B | 0.21% |
1,545,641
-253,158
| -14% | -$154M |
2024 Q2
6 quarters
|
|
86
T-Mobile US
TMUS
$184B
| $1.01B | 0.21% |
4,958,610
+582,964
| +13% | +$124M |
2013 Q2
50 quarters
|
|
87
Eaton
ETN
$165B
| $977M | 0.21% |
3,068,606
+468,508
| +18% | +$166M |
2013 Q2
50 quarters
|
|
88
CrowdStrike
CRWD
$269B
| $940M | 0.2% |
8,023,660
+153,192
| +2% | +$19.5M |
2019 Q2
26 quarters
|
|
89
Autodesk
ADSK
$48.8B
| $935M | 0.2% |
3,159,489
-170,088
| -5% | -$51.5M |
2013 Q2
50 quarters
|
|
90
Mercado Libre
MELI
$94.1B
| $926M | 0.2% |
459,784
+12,845
| +3% | +$27M |
2013 Q2
50 quarters
|
|
91
Synopsys
SNPS
$95.4B
| $916M | 0.19% |
1,950,088
+101,632
| +5% | +$45.1M |
2013 Q2
50 quarters
|
|
92
Trane Technologies
TT
$103B
| $911M | 0.19% |
2,340,219
+7,537
| +0.3% | +$3.12M |
2013 Q2
50 quarters
|
|
93
Ecolab
ECL
$79B
| $910M | 0.19% |
3,468,013
+40,288
| +1% | +$10.7M |
2013 Q2
50 quarters
|
|
|
94
Union Pacific
UNP
$165B
| $904M | 0.19% |
3,906,144
-5,270,858
| -57% | -$1.2B |
2013 Q2
50 quarters
|
|
95
Pfizer
PFE
$159B
| $889M | 0.19% |
35,713,035
+1,517,551
| +4% | +$38.3M |
2013 Q2
50 quarters
|
|
96
McKesson
MCK
$108B
| $872M | 0.18% |
1,062,837
-126,120
| -11% | -$103M |
2013 Q2
50 quarters
|
|
97
Automatic Data Processing
ADP
$107B
| $871M | 0.18% |
3,386,321
+43,676
| +1% | +$11.6M |
2013 Q2
50 quarters
|
|
98
Philip Morris
PM
$313B
| $868M | 0.18% |
5,414,265
+66,462
| +1% | +$10.3M |
2013 Q2
50 quarters
|
|
99
Johnson Controls International
JCI
$93.3B
| $860M | 0.18% |
7,179,181
+71,296
| +1% | +$8.19M |
2013 Q2
50 quarters
|
|
100
Medtronic
MDT
$112B
| $856M | 0.18% |
8,913,417
+279,235
| +3% | +$27.1M |
2013 Q2
50 quarters
|
|
Similar funds
UBS AM's Q4 2025 Portfolio in Review
As of Q4 2025, UBS AM held 3,345 positions worth $473B, up 2.7% from $461B the previous quarter. Its ten largest holdings account for 36% of the portfolio.
UBS AM's Q4 2025 filing shows 1,074 new, 1,062 increased, 1,120 reduced and 60 closed positions. Its largest new stake was Chubb: 2,548,307 shares worth $795M. The largest sale was Prologis, an estimated $1.33B.
By sector, the portfolio is most concentrated in Technology at 37% of assets, down from 38% a quarter earlier, followed by Financials and Healthcare.
- UBS AM's largest Q4 2025 buy was Chubb: 2,548,307 shares worth $795M.
- UBS AM added most to Spotify in Q4 2025, an estimated $727M increase.
- UBS AM's biggest Q4 2025 reduction was Prologis, cutting an estimated $1.33B.
- UBS AM fully exited Kellanova in Q4 2025, selling an estimated $211M.
- UBS AM's ten largest holdings make up 36% of its $473B portfolio in Q4 2025.
- UBS AM opened 1,074 new positions and closed 60 in Q4 2025.
- UBS AM's portfolio value rose 2.7% quarter-over-quarter to $473B.
Based on UBS AM's 13F filing for Q4 2025, filed 13 Feb 2026.