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China Universal Asset Management Co. LTD.

CIK:0001906594
Asset Manager
$37B AUM
477 holdings
Shanghai, China
Founded:2005
121 employees
Latest filing:Jun 30, 2025

China Universal Asset Management Co., Ltd. (China Universal, CUAM) is a leading Chinese asset management company founded in February 2005 and headquartered in Shanghai, China. It offers a wide range of investment management solutions, including mutual funds, outbound and inbound cross-border funds, advisory services, e-commerce, and segregated account services. The firm manages funds for retail, institutional, and high-net-worth clients and has subsidiaries in Hong Kong and Beijing, with presence in other major Chinese cities. It is one of the fastest-growing and most respected asset managers in China and employs approximately 121-130 professionals.

Investment Strategy

China Universal Asset Management specializes in China-related investment management, aiming to outperform through outstanding investment expertise, client service, innovation, and thought leadership. The firm offers mutual funds across equity, fixed income, and money market classes. CUAM also participates in QDII (Qualified Domestic Institutional Investor), QFII (Qualified Foreign Institutional Investor), and RQFII (RMB Qualified Foreign Institutional Investor) programs, providing both domestic and international investors with access to Chinese and overseas assets. Their focus is on disciplined research-driven investment processes and customized solutions for retail, institutional, and high-net-worth clients.

Latest 13F Filing Activity

China Universal Asset Management Co. LTD. filed their most recent 13F report on Jun 30, 2025 disclosing 475 equity positions with a total 13F market value of $1B. The fund increased holdings in Nvidia Corp., Broadcom Inc., Microsoft Corp. among other positions. China Universal Asset Management Co. LTD. reduced exposure to Apple Inc., Visa Inc-class A Shares, Vertex Pharmaceuticals Inc. among others.

Top Buys
N
NVDANVIDIA CORP
+$12.6M
A
AVGOBROADCOM INC
+$9.7M
M
MSFTMICROSOFT CORP
+$8.5M
G
GLDSPDR GOLD SHARES
+$6.7M
N
NFLXNETFLIX INC
+$5.5M
Top Sells
A
AAPLAPPLE INC
-$22.9M
V
VVISA INC-CLASS A SHARES
-$4.6M
V
VRTXVERTEX PHARMACEUTICALS INC
-$4.0M
P
PGPROCTER & GAMBLE CO/THE
-$3.9M
F
FIFISERV INC
-$3.7M

Top Holdings

M
MSFTMICROSOFT CORP
+6.6%$70.1M
N
NVDANVIDIA CORP
+6.3%$66.8M
A
AMZNAMAZON.COM INC
+5.0%$52.9M
A
AAPLAPPLE INC
+4.6%$48.9M
A
AVGOBROADCOM INC
+3.5%$37.7M

Equity Positions (475)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
MICROSOFT CORP6.60%$70.1M140,995$381.66$497.41+$8.5M
NVIDIA CORP6.28%$66.8M422,674$68.77$157.99+$12.6M
AMAZON.COM INC4.97%$52.9M240,923$161.07$219.39-$665.9K
APPLE INC4.61%$48.9M238,557$217.28$205.17-$22.9M
BROADCOM INC3.55%$37.7M136,754$122.98$275.65+$9.7M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+15.8%
SERVICES-PREPACKAGED SOFTWARE
+13.4%
PHARMACEUTICAL PREPARATIONS
+11.8%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+10.4%
COMMODITY CONTRACTS BROKERS & DEALERS
+6.6%