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 | |
|---|---|---|---|---|---|---|
|
PSIX
2276
Power Solutions International
PSIX
$742M
| $615K | ﹤0.01% |
10,767
+7,767
| +259% | +$554K |
|
2277
Ribbon Communications
RBBN
$402M
| $612K | ﹤0.01% |
212,624
-5,762
| -3% | -$18.6K |
|
2278
Atlanta Braves Holdings Series A
BATRA
$3.69B
| $612K | ﹤0.01% |
14,403
+146
| +1% | +$6.28K |
|
2279
Vanguard Mid-Cap Growth ETF
VOT
$19.5B
| $611K | ﹤0.01% |
+2,189
| New | +$626K |
|
2280
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.2B
| $610K | ﹤0.01% |
+13,031
| New | +$613K |
|
2281
Hagerty
HGTY
$1.27B
| $608K | ﹤0.01% |
45,216
| – | – |
|
2282
Krispy Kreme
DNUT
$598M
| $607K | ﹤0.01% |
151,030
+11,120
| +8% | +$44K |
|
2283
RUM Group Inc
RUM
$1.64B
| $602K | ﹤0.01% |
95,201
+124
| +0.1% | +$850 |
|
2284
iShares MSCI World ETF
URTH
$8.08B
| $596K | ﹤0.01% |
+3,207
| New | +$590K |
|
|
NXDR
2285
Nextdoor Holdings
NXDR
$908M
| $590K | ﹤0.01% |
280,747
| – | – |
|
2286
Central Garden & Pet Co
CENT
$2.7B
| $589K | ﹤0.01% |
18,314
+150
| +0.8% | +$4.79K |
|
2287
Richtech Robotics
RR
$362M
| $587K | ﹤0.01% |
+181,600
| New | +$803K |
|
2288
Aehr Test Systems
AEHR
$2.14B
| $586K | ﹤0.01% |
+29,002
| New | +$701K |
|
|
BOW
2289
Bowhead Specialty Holdings
BOW
$1.04B
| $583K | ﹤0.01% |
20,441
+11
| +0.1% | +$292 |
|
2290
Aveanna Healthcare
AVAH
$2.11B
| $582K | ﹤0.01% |
71,254
+21,904
| +44% | +$198K |
|
2291
Weave Communications
WEAV
$579M
| $580K | ﹤0.01% |
76,471
+10,948
| +17% | +$72.7K |
|
2292
Carnival Corporation Ltd
CCL
$36.4B
| $578K | ﹤0.01% |
18,937
-4,181,203
| -100% | -$117M |
|
2293
MGP Ingredients
MGPI
$374M
| $578K | ﹤0.01% |
23,783
| – | – |
|
2294
Anavex Life Sciences
AVXL
$218M
| $577K | ﹤0.01% |
162,124
+71
| +0% | +$435 |
|
|
MIAX
2295
Miami International Holdings
MIAX
$4.1B
| $577K | ﹤0.01% |
+13,000
| New | +$580K |
|
2296
Atlanticus Holdings
ATLC
$1.46B
| $575K | ﹤0.01% |
8,586
+19
| +0.2% | +$1.12K |
|
2297
Vanguard Total Corporate Bond ETF
VTC
$1.73B
| $568K | ﹤0.01% |
+7,311
| New | +$572K |
|
2298
Shutterstock
SSTK
$303M
| $567K | ﹤0.01% |
29,686
+63
| +0.2% | +$1.35K |
|
|
DQ
2299
Daqo New Energy
DQ
$787M
| $566K | ﹤0.01% |
+19,190
| New | +$586K |
|
2300
Groupon
GRPN
$894M
| $566K | ﹤0.01% |
32,126
+1,486
| +5% | +$28K |
|
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