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 | |
|---|---|---|---|---|---|---|
1426
Urban Outfitters
URBN
$6.33B
| $7.09M | ﹤0.01% |
129,114
+19,551
| +18% | +$1.07M |
|
|
1427
HDFC Bank
HDB
$180B
| $7.03M | ﹤0.01% |
110,070
-3,308,258
| -97% | -$211M |
|
1428
EchoStar
SATS
$22.2B
| $7.02M | ﹤0.01% |
306,727
+84,829
| +38% | +$1.94M |
|
1429
Sensient Technologies
SXT
$4.51B
| $7.01M | ﹤0.01% |
98,371
+15,745
| +19% | +$1.12M |
|
1430
Aspen Aerogels
ASPN
$560M
| $6.99M | ﹤0.01% |
588,395
+188,861
| +47% | +$2.24M |
|
1431
Mirion Technologies
MIR
$4.92B
| $6.97M | ﹤0.01% |
399,610
+106,773
| +36% | +$1.86M |
|
1432
Eastern Bankshares
EBC
$3.37B
| $6.95M | ﹤0.01% |
402,624
+86,041
| +27% | +$1.48M |
|
|
ECG
1433
Everus Construction Group, Inc.
ECG
$3.96B
| $6.94M | ﹤0.01% |
+105,529
| New | +$6.94M |
|
1434
Laureate Education
LAUR
$4.09B
| $6.94M | ﹤0.01% |
379,277
+91,145
| +32% | +$1.67M |
|
1435
Hess Midstream
HESM
$5.18B
| $6.92M | ﹤0.01% |
186,947
-14,159
| -7% | -$524K |
|
1436
Immunovant
IMVT
$2.93B
| $6.92M | ﹤0.01% |
279,252
-31,578
| -10% | -$782K |
|
1437
Cavco Industries
CVCO
$4.28B
| $6.91M | ﹤0.01% |
15,492
+2,802
| +22% | +$1.25M |
|
1438
Veracyte
VCYT
$2.42B
| $6.91M | ﹤0.01% |
174,463
+30,059
| +21% | +$1.19M |
|
1439
TriNet
TNET
$3.3B
| $6.91M | ﹤0.01% |
76,105
+15,963
| +27% | +$1.45M |
|
|
BWIN
1440
Baldwin Insurance Group
BWIN
$2.21B
| $6.89M | ﹤0.01% |
177,875
+32,688
| +23% | +$1.27M |
|
1441
Patterson-UTI
PTEN
$2.14B
| $6.89M | ﹤0.01% |
834,275
+73,184
| +10% | +$605K |
|
1442
Hilton Grand Vacations
HGV
$3.99B
| $6.88M | ﹤0.01% |
176,665
+33,931
| +24% | +$1.32M |
|
1443
Palomar
PLMR
$3.18B
| $6.85M | ﹤0.01% |
64,907
+14,965
| +30% | +$1.58M |
|
1444
MGE Energy Inc
MGEE
$3.05B
| $6.85M | ﹤0.01% |
72,893
+567
| +0.8% | +$53.3K |
|
1445
NBT Bancorp
NBTB
$2.26B
| $6.82M | ﹤0.01% |
142,895
+17,225
| +14% | +$823K |
|
1446
Dorman Products
DORM
$4.86B
| $6.82M | ﹤0.01% |
52,664
+8,494
| +19% | +$1.1M |
|
1447
RXO
RXO
$2.74B
| $6.81M | ﹤0.01% |
285,504
+37,916
| +15% | +$904K |
|
1448
Apellis Pharmaceuticals
APLS
$3.29B
| $6.79M | ﹤0.01% |
212,887
+21,822
| +11% | +$696K |
|
1449
Banc of California
BANC
$2.65B
| $6.77M | ﹤0.01% |
437,593
+91,225
| +26% | +$1.41M |
|
1450
StoneX
SNEX
$5.02B
| $6.77M | ﹤0.01% |
103,578
+20,421
| +25% | +$1.33M |
|