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 |
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
| 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
| 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 | |
|---|---|---|---|---|---|---|
1476
WesBanco
WSBC
$3.76B
| $4.86M | ﹤0.01% |
146,128
-2,078
| -1% | -$67.2K |
|
1477
PROG Holdings
PRG
$1.81B
| $4.83M | ﹤0.01% |
163,616
+55,163
| +51% | +$1.64M |
|
1478
WisdomTree Japan Hedged Equity Fund
DXJ
$7.26B
| $4.82M | ﹤0.01% |
+33,466
| New | +$4.59M |
|
1479
Chefs' Warehouse
CHEF
$4.03B
| $4.82M | ﹤0.01% |
77,397
+1,208
| +2% | +$72.6K |
|
|
PENG
1480
Penguin Solutions Inc
PENG
$3.99B
| $4.8M | ﹤0.01% |
245,282
+134,539
| +121% | +$2.88M |
|
1481
Mercury Insurance
MCY
$5.97B
| $4.78M | ﹤0.01% |
50,869
-2,217
| -4% | -$192K |
|
1482
Huntsman Corp
HUN
$2.09B
| $4.78M | ﹤0.01% |
477,566
+1,372
| +0.3% | +$12.6K |
|
|
SNV
1483
DELISTED
Synovus
SNV
| $4.76M | ﹤0.01% |
95,073
-349,240
| -79% | -$16.8M |
|
1484
NCR Atleos
NATL
$3.37B
| $4.76M | ﹤0.01% |
124,817
+2,661
| +2% | +$99.8K |
|
|
EFOR
1485
Everforth Inc
EFOR
$702M
| $4.75M | ﹤0.01% |
98,636
+1,333
| +1% | +$61.5K |
|
1486
O-I Glass
OI
$1.3B
| $4.75M | ﹤0.01% |
321,838
-15,977
| -5% | -$211K |
|
1487
Sony
SONY
$122B
| $4.73M | ﹤0.01% |
+184,852
| New | +$5.19M |
|
1488
Scholar Rock
SRRK
$6.44B
| $4.72M | ﹤0.01% |
107,183
-2,721
| -2% | -$102K |
|
1489
Veeco
VECO
$3.54B
| $4.72M | ﹤0.01% |
165,146
-8,120
| -5% | -$241K |
|
1490
SolarEdge
SEDG
$3.38B
| $4.72M | ﹤0.01% |
163,536
-14,610
| -8% | -$509K |
|
1491
Upwork
UPWK
$1.12B
| $4.72M | ﹤0.01% |
237,950
-31,523
| -12% | -$578K |
|
1492
Knowles
KN
$3.15B
| $4.7M | ﹤0.01% |
219,457
+15,653
| +8% | +$357K |
|
1493
Ultragenyx Pharmaceutical
RARE
$3.15B
| $4.69M | ﹤0.01% |
204,107
-2,935
| -1% | -$96.5K |
|
1494
Global X MLP ETF
MLPA
$2.21B
| $4.69M | ﹤0.01% |
+96,890
| New | +$4.67M |
|
1495
Mirum Pharmaceuticals
MIRM
$7.37B
| $4.68M | ﹤0.01% |
59,201
-1,498
| -2% | -$108K |
|
1496
Nuvation Bio
NUVB
$2.05B
| $4.67M | ﹤0.01% |
521,038
+150,177
| +40% | +$930K |
|
1497
Vanguard Small-Cap ETF
VB
$79.9B
| $4.67M | ﹤0.01% |
+18,091
| New | +$4.63M |
|
1498
Remitly
RELY
$4.95B
| $4.66M | ﹤0.01% |
337,786
+65,366
| +24% | +$950K |
|
1499
Vanguard Russell 1000 ETF
VONE
$8.34B
| $4.63M | ﹤0.01% |
+14,985
| New | +$4.59M |
|
1500
Joby Aviation
JOBY
$7.76B
| $4.62M | ﹤0.01% |
350,168
+25,489
| +8% | +$391K |
|
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