UBS Asset Management Americas Inc.
UBS Asset Management Americas Inc is the US-based arm of UBS Asset Management, which is part of UBS Group AG, a leading Swiss multinational investment bank and financial services company. The firm’s headquarters are at 787 Seventh Avenue, New York, NY. UBS Asset Management provides comprehensive asset management solutions for corporate, institutional, and individual investors, offering active and index investment funds, ETFs, and tailored solutions across asset classes. Globally, UBS was founded in Switzerland in 1862 and operates with more than 70,000 employees, with a significant footprint in the Americas. The Americas division serves pension funds, sovereign institutions, charities, corporations, insurance companies, financial intermediaries, and high-net-worth individuals.
Investment Strategy
UBS Asset Management employs a global, diversified approach, offering a broad spectrum of active and passive investment management strategies. Its philosophy integrates fundamental and quantitative research, risk management, and tailored solutions to address evolving client objectives. The firm emphasizes long-term value creation and sustainability, offering equity, fixed income, multi-asset, real estate, and alternative investments. UBS is a leading provider of index and ETF products, as well as specialized active strategies, focusing on both institutional and individual client needs globally.
Top Holdings
Equity Positions (2,567)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 7.60% | $37.53B | 237,522,286 | $61.23 | $157.99 | +$15.11B |
A AAPL | APPLE INC | 5.00% | $24.68B | 120,280,483 | $194.21 | $205.17 | +$21.71B |
A AMZN | AMAZON COM INC | 3.46% | $17.09B | 77,918,257 | $206.36 | $219.39 | +$15.41B |
A AVGO | BROADCOM INC | 2.22% | $10.99B | 39,872,098 | $108.92 | $275.65 | +$5.09B |
M META | META PLATFORMS INC | 2.21% | $10.93B | 14,804,835 | $304.19 | $738.09 | +$3.70B |