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 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$162M |
| 2 |
Hain Celestial
HAIN
|
$130M |
| 3 |
Morgan Stanley
MS
|
$100M |
| 4 |
Exxon Mobil
XOM
|
$93.7M |
| 5 |
Check Point Software Technologies
CHKP
|
$91.8M |
Top Sells
| 1 |
Visa
V
|
$209M |
| 2 |
Gerdau
GGB
|
$177M |
| 3 |
Meta Platforms (Facebook)
META
|
$158M |
| 4 |
Qualcomm
QCOM
|
$139M |
| 5 |
Gilead Sciences
GILD
|
$129M |
Sector Composition
| 1 | Financials | 14.18% |
| 2 | Healthcare | 14.04% |
| 3 | Technology | 13.54% |
| 4 | Industrials | 9.9% |
| 5 | Consumer Discretionary | 9.62% |
