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 | |
|---|---|---|---|---|---|---|
1826
Enovix
ENVX
$1.1B
| $2.32M | ﹤0.01% |
316,920
+9,426
| +3% | +$91.3K |
|
1827
Bank First Corp
BFC
$1.64B
| $2.31M | ﹤0.01% |
18,973
+1,831
| +11% | +$233K |
|
1828
National Bank Holdings
NBHC
$2.02B
| $2.31M | ﹤0.01% |
60,668
+252
| +0.4% | +$9.49K |
|
1829
Peoples Bancorp
PEBO
$1.37B
| $2.3M | ﹤0.01% |
76,684
-3,113
| -4% | -$92.5K |
|
1830
Invesco Preferred ETF
PGX
$3.9B
| $2.3M | ﹤0.01% |
+204,352
| New | +$2.33M |
|
1831
Atour Lifestyle Holdings
ATAT
$4.22B
| $2.29M | ﹤0.01% |
58,152
+8,700
| +18% | +$341K |
|
1832
Avanos Medical
AVNS
$1.17B
| $2.28M | ﹤0.01% |
203,257
-12,087
| -6% | -$138K |
|
1833
FIGS
FIGS
$1.62B
| $2.28M | ﹤0.01% |
200,855
+800
| +0.4% | +$7.49K |
|
|
AD
1834
Array Digital Infrastructure
AD
$2.95B
| $2.27M | ﹤0.01% |
42,399
-929
| -2% | -$45.8K |
|
1835
JPMorgan BetaBuilders Japan ETF
BBJP
$17.7B
| $2.27M | ﹤0.01% |
+34,470
| New | +$2.34M |
|
1836
Herbalife
HLF
$1.27B
| $2.27M | ﹤0.01% |
175,969
-14,675
| -8% | -$155K |
|
|
UCTT
1837
Ultra Clean Holdings
UCTT
$4.65B
| $2.27M | ﹤0.01% |
89,437
+1,655
| +2% | +$44K |
|
1838
Astec Industries
ASTE
$1.29B
| $2.25M | ﹤0.01% |
52,019
-935
| -2% | -$42.7K |
|
1839
STAAR Surgical
STAA
$1.36B
| $2.25M | ﹤0.01% |
97,526
-30,875
| -24% | -$796K |
|
|
JBS
1840
JBS N.V.
JBS
$38.9B
| $2.25M | ﹤0.01% |
+155,726
| New | +$2.14M |
|
1841
Clear Channel Outdoor Holdings
CCO
$1.23B
| $2.24M | ﹤0.01% |
1,015,473
+199,239
| +24% | +$370K |
|
1842
nLIGHT
LASR
$4.03B
| $2.24M | ﹤0.01% |
59,673
+15,335
| +35% | +$512K |
|
1843
Northern Oil and Gas
NOG
$2.19B
| $2.23M | ﹤0.01% |
103,956
+731
| +0.7% | +$16.4K |
|
1844
HDFC Bank
HDB
$133B
| $2.23M | ﹤0.01% |
61,044
-7,883,359
| -99% | -$284M |
|
1845
American Superconductor
AMSC
$1.72B
| $2.22M | ﹤0.01% |
77,207
-5,430
| -7% | -$235K |
|
1846
Upbound Group
UPBD
$1.23B
| $2.22M | ﹤0.01% |
126,297
+16,482
| +15% | +$319K |
|
1847
ODDITY Tech
ODD
$754M
| $2.21M | ﹤0.01% |
+55,025
| New | +$2.49M |
|
|
EFC
1848
Ellington Financial
EFC
$1.71B
| $2.21M | ﹤0.01% |
162,798
+10,258
| +7% | +$140K |
|
1849
British American Tobacco
BTI
$126B
| $2.21M | ﹤0.01% |
38,991
-862,520
| -96% | -$47.1M |
|
1850
Revolve Group
RVLV
$1.75B
| $2.18M | ﹤0.01% |
72,235
+10,615
| +17% | +$256K |
|
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