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 | +$1.86B | |
| 2 | +$1.82B | |
| 3 | +$1.61B | |
| 4 |
Microsoft
MSFT
|
+$1.53B |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$1.35B |
Top Sells
| 1 | +$822M | |
| 2 | +$481M | |
| 3 | +$300M | |
| 4 |
EMBJ
Embraer S.A. ADS
EMBJ
|
+$284M |
| 5 |
Meta Platforms (Facebook)
META
|
+$265M |
Sector Composition
| 1 | Technology | 35.15% |
| 2 | Financials | 12.09% |
| 3 | Healthcare | 10.43% |
| 4 | Consumer Discretionary | 9.97% |
| 5 | Communication Services | 9.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Pinduoduo
PDD
$121B
| $877M | 0.18% |
8,583,003
+8,582,611
|
|
||
102
Synopsys
SNPS
$85.4B
| $870M | 0.18% |
2,194,613
+244,525
|
|
||
103
Mercado Libre
MELI
$94.2B
| $856M | 0.18% |
494,945
+35,161
|
|
||
104
Honeywell
HON
$72.1B
| $852M | 0.18% |
3,767,345
+62,812
|
|
||
105
Cummins
CMI
$93.9B
| $851M | 0.18% |
1,581,160
+149,383
|
|
||
106
Newmont
NEM
$102B
| $848M | 0.18% |
7,836,761
-196,505
|
|
||
107
O'Reilly Automotive
ORLY
$71.6B
| $848M | 0.18% |
9,187,752
+1,540,825
|
|
||
108
Boston Scientific
BSX
$66.2B
| $848M | 0.18% |
13,513,771
+2,576,814
|
|
||
109
T-Mobile US
TMUS
$203B
| $847M | 0.18% |
4,032,597
-926,013
|
|
||
110
Medtronic
MDT
$107B
| $843M | 0.18% |
9,733,748
+820,331
|
|
||
111
Automatic Data Processing
ADP
$96.6B
| $838M | 0.17% |
4,122,071
+735,750
|
|
||
112
CME Group
CME
$86.9B
| $826M | 0.17% |
2,798,262
+220,213
|
|
||
113
Intercontinental Exchange
ICE
$76.5B
| $825M | 0.17% |
5,245,252
+522,950
|
|
||
114
Travelers Companies
TRV
$72B
| $795M | 0.17% |
2,724,193
+314,556
|
|
||
115
ConocoPhillips
COP
$133B
| $787M | 0.16% |
5,965,797
+723,670
|
|
||
116
Western Digital
WDC
$201B
| $785M | 0.16% |
2,902,748
+93,339
|
|
||
117
McKesson
MCK
$94.4B
| $773M | 0.16% |
892,826
-170,011
|
|
||
118
CrowdStrike
CRWD
$190B
| $765M | 0.16% |
7,834,404
-189,256
|
|
||
119
Corning
GLW
$164B
| $752M | 0.16% |
5,532,094
+419,676
|
|
||
120
Autodesk
ADSK
$43.9B
| $751M | 0.16% |
3,135,528
-23,961
|
|
||
121
Marvell Technology
MRVL
$207B
| $750M | 0.16% |
7,575,372
-593,138
|
|
||
122
American Tower
AMT
$78.6B
| $749M | 0.16% |
4,339,494
+84,767
|
|
||
123
PNC Financial Services
PNC
$101B
| $743M | 0.15% |
3,568,674
+349,972
|
|
||
124
Elevance Health
ELV
$90.6B
| $737M | 0.15% |
2,518,615
+170,844
|
|
||
125
Stryker
SYK
$127B
| $726M | 0.15% |
2,208,201
+340,581
|
|