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 | |
|---|---|---|---|---|---|---|
|
1
NVIDIA
NVDA
$4.25T
| $27B | 6.29% | 200,898,191 +20,494,402 | +11% | +$2.75B |
|
|
2
Apple
AAPL
$3.45T
| $26.2B | 6.11% | 104,706,358 +13,137,968 | +14% | +$3.29B |
|
|
3
Microsoft
MSFT
$3.77T
| $25.3B | 5.89% | 59,961,337 +5,370,546 | +10% | +$2.26B |
|
|
4
Amazon
AMZN
$2.44T
| $14.5B | 3.38% | 65,975,984 +8,142,030 | +14% | +$1.79B |
|
5
Tesla
TSLA
$1.08T
| $9.91B | 2.31% | 24,536,519 +158,697 | +0.7% | +$64.1M |
|
6
Broadcom
AVGO
$1.4T
| $7.98B | 1.86% | 34,401,379 +581,704 | +2% | +$135M |
|
|
7
Alphabet (Google) Class A
GOOGL
$2.57T
| $7.46B | 1.74% | 39,391,619 -1,066,231 | -3% | -$202M |
|
8
Meta Platforms (Facebook)
META
$1.86T
| $7.03B | 1.64% | 12,007,308 +280,357 | +2% | +$164M |
|
|
9
Alphabet (Google) Class C
GOOG
$2.58T
| $6.49B | 1.51% | 34,103,417 +769,335 | +2% | +$147M |
|
10
Eli Lilly
LLY
$657B
| $5.47B | 1.28% | 7,084,880 +969,376 | +16% | +$748M |
|
|
11
UnitedHealth
UNH
$281B
| $4.35B | 1.01% | 8,592,718 +2,301,010 | +37% | +$1.16B |
|
12
Visa
V
$683B
| $4.21B | 0.98% | 13,321,754 +1,723,785 | +15% | +$545M |
|
13
JPMorgan Chase
JPM
$829B
| $4.21B | 0.98% | 17,550,491 +2,465,572 | +16% | +$591M |
|
14
Mastercard
MA
$538B
| $3.7B | 0.86% | 7,033,571 +724,887 | +11% | +$382M |
|
15
Home Depot
HD
$405B
| $3.3B | 0.77% | 8,472,212 +441,729 | +6% | +$172M |
|
16
Costco
COST
$418B
| $3.01B | 0.7% | 3,284,152 +209,087 | +7% | +$192M |
|
17
Salesforce
CRM
$245B
| $2.89B | 0.68% | 8,658,132 +602,445 | +7% | +$201M |
|
18
Berkshire Hathaway Class B
BRK.B
$1.09T
| $2.84B | 0.66% | 6,273,433 +89,993 | +1% | +$40.8M |
|
19
ServiceNow
NOW
$190B
| $2.81B | 0.66% | 2,654,825 +87,876 | +3% | +$93.2M |
|
20
Procter & Gamble
PG
$368B
| $2.73B | 0.64% | 16,274,563 +2,224,912 | +16% | +$373M |
|
21
Advanced Micro Devices
AMD
$264B
| $2.59B | 0.6% | 21,401,436 +1,929,225 | +10% | +$233M |
|
22
Netflix
NFLX
$513B
| $2.41B | 0.56% | 2,708,743 -98,485 | -4% | -$87.8M |
|
23
Adobe
ADBE
$151B
| $2.38B | 0.55% | 5,341,695 +600,146 | +13% | +$267M |
|
24
Walmart
WMT
$774B
| $2.34B | 0.55% | 25,917,346 +2,643,413 | +11% | +$239M |
|
25
Oracle
ORCL
$635B
| $2.3B | 0.54% | 13,825,360 +2,350,448 | +20% | +$392M |
|