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 | |
|---|---|---|---|---|---|---|
1651
ArcBest
ARCB
$1.63B
| $4.53M | ﹤0.01% |
48,495
-68,177
| -58% | -$6.36M |
|
1652
Integra LifeSciences
IART
$1.21B
| $4.51M | ﹤0.01% |
198,642
+28,457
| +17% | +$645K |
|
1653
Avis
CAR
$5.48B
| $4.5M | ﹤0.01% |
55,777
+4,286
| +8% | +$345K |
|
1654
Greif
GEF
$3.56B
| $4.49M | ﹤0.01% |
73,454
+8,877
| +14% | +$543K |
|
1655
Geron
GERN
$823M
| $4.49M | ﹤0.01% |
1,267,176
+246,433
| +24% | +$872K |
|
1656
Trustmark
TRMK
$2.41B
| $4.48M | ﹤0.01% |
126,552
+19,482
| +18% | +$689K |
|
1657
Highwoods Properties
HIW
$3.46B
| $4.47M | ﹤0.01% |
146,259
-739,282
| -83% | -$22.6M |
|
1658
Wolverine World Wide
WWW
$2.53B
| $4.46M | ﹤0.01% |
200,818
+16,710
| +9% | +$371K |
|
1659
Lifestance Health
LFST
$2.03B
| $4.45M | ﹤0.01% |
604,321
+87,502
| +17% | +$645K |
|
1660
Albany International
AIN
$1.78B
| $4.45M | ﹤0.01% |
55,640
+9,492
| +21% | +$759K |
|
1661
Legend Biotech
LEGN
$6.35B
| $4.44M | ﹤0.01% |
136,438
+36,181
| +36% | +$1.18M |
|
1662
Knowles
KN
$1.87B
| $4.44M | ﹤0.01% |
222,730
+22,315
| +11% | +$445K |
|
1663
QuantumScape
QS
$5.15B
| $4.44M | ﹤0.01% |
855,166
-324,836
| -28% | -$1.69M |
|
1664
Schneider National
SNDR
$4.21B
| $4.43M | ﹤0.01% |
151,253
+20,779
| +16% | +$608K |
|
1665
Veeco
VECO
$1.55B
| $4.42M | ﹤0.01% |
164,871
+24,154
| +17% | +$647K |
|
1666
Riot Platforms
RIOT
$6.05B
| $4.42M | ﹤0.01% |
432,466
+19,383
| +5% | +$198K |
|
1667
WesBanco
WSBC
$3.06B
| $4.4M | ﹤0.01% |
135,226
+16,354
| +14% | +$532K |
|
1668
Leonardo DRS
DRS
$11.1B
| $4.39M | ﹤0.01% |
135,762
+31,185
| +30% | +$1.01M |
|
1669
TTM Technologies
TTMI
$5.12B
| $4.38M | ﹤0.01% |
176,872
+44,833
| +34% | +$1.11M |
|
1670
Dillards
DDS
$8.94B
| $4.37M | ﹤0.01% |
10,132
+2,155
| +27% | +$930K |
|
1671
Freedom Holding
FRHC
$10.2B
| $4.35M | ﹤0.01% |
33,297
-2,042
| -6% | -$267K |
|
1672
AvePoint
AVPT
$3.36B
| $4.34M | ﹤0.01% |
263,084
+30,399
| +13% | +$502K |
|
|
IBTX
1673
DELISTED
Independent Bank Group, Inc.
IBTX
| $4.34M | ﹤0.01% |
71,562
-17,548
| -20% | -$1.06M |
|
1674
Klaviyo
KVYO
$9.35B
| $4.34M | ﹤0.01% |
105,178
+45,523
| +76% | +$1.88M |
|
1675
Alkami Technology
ALKT
$2.63B
| $4.33M | ﹤0.01% |
117,939
+32,617
| +38% | +$1.2M |
|