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 | |
|---|---|---|---|---|---|---|
1251
Beam Therapeutics
BEAM
$2.18B
| $9.82M | ﹤0.01% |
395,920
-5,366
| -1% | -$133K |
|
1252
Innospec
IOSP
$2.08B
| $9.8M | ﹤0.01% |
89,018
+12,825
| +17% | +$1.41M |
|
|
QXO
1253
QXO Inc
QXO
$14.3B
| $9.8M | ﹤0.01% |
+616,131
| New | +$9.8M |
|
1254
Chewy
CHWY
$14.9B
| $9.77M | ﹤0.01% |
291,837
+54,381
| +23% | +$1.82M |
|
1255
Evolent Health
EVH
$1.08B
| $9.75M | ﹤0.01% |
866,501
-497,797
| -36% | -$5.6M |
|
1256
Walker & Dunlop
WD
$2.97B
| $9.75M | ﹤0.01% |
100,260
+14,647
| +17% | +$1.42M |
|
1257
Marathon Digital Holdings
MARA
$5.82B
| $9.72M | ﹤0.01% |
579,408
+145,953
| +34% | +$2.45M |
|
1258
PotlatchDeltic
PCH
$3.3B
| $9.7M | ﹤0.01% |
247,146
-61,800
| -20% | -$2.43M |
|
1259
PJT Partners
PJT
$4.54B
| $9.67M | ﹤0.01% |
61,282
+9,794
| +19% | +$1.55M |
|
1260
Avidity Biosciences
RNA
$5.28B
| $9.67M | ﹤0.01% |
332,389
-16,452
| -5% | -$478K |
|
1261
Artisan Partners
APAM
$3.32B
| $9.65M | ﹤0.01% |
224,254
+15,266
| +7% | +$657K |
|
1262
PennyMac Financial
PFSI
$6.43B
| $9.65M | ﹤0.01% |
94,448
-1,876
| -2% | -$192K |
|
1263
WD-40
WDFC
$2.88B
| $9.62M | ﹤0.01% |
39,636
+3,425
| +9% | +$831K |
|
1264
EnerSys
ENS
$4.02B
| $9.62M | ﹤0.01% |
104,033
+10,634
| +11% | +$983K |
|
1265
Portland General Electric
POR
$4.65B
| $9.59M | ﹤0.01% |
219,841
-15,368
| -7% | -$670K |
|
1266
BlackLine
BL
$3.41B
| $9.57M | ﹤0.01% |
157,535
+38,463
| +32% | +$2.34M |
|
1267
SiTime
SITM
$6.72B
| $9.52M | ﹤0.01% |
44,389
+7,475
| +20% | +$1.6M |
|
1268
Resideo Technologies
REZI
$5.46B
| $9.52M | ﹤0.01% |
412,895
+55,392
| +15% | +$1.28M |
|
1269
Envista
NVST
$3.59B
| $9.5M | ﹤0.01% |
492,736
+67,234
| +16% | +$1.3M |
|
1270
TEGNA Inc
TGNA
$3.38B
| $9.48M | ﹤0.01% |
518,578
+72,397
| +16% | +$1.32M |
|
1271
Globant
GLOB
$2.58B
| $9.45M | ﹤0.01% |
44,068
-9,748
| -18% | -$2.09M |
|
1272
Brink's
BCO
$4.9B
| $9.44M | ﹤0.01% |
101,745
+16,449
| +19% | +$1.53M |
|
1273
Brighthouse Financial
BHF
$2.79B
| $9.41M | ﹤0.01% |
195,895
+14,316
| +8% | +$688K |
|
1274
Columbia Sportswear
COLM
$3.05B
| $9.39M | ﹤0.01% |
111,931
+4,829
| +5% | +$405K |
|
1275
Bread Financial
BFH
$2.98B
| $9.35M | ﹤0.01% |
153,209
+27,434
| +22% | +$1.68M |
|