How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to UBS AM, a distinct business unit of UBS ASSET AME

13F Portfolio OverlapQ1 2026UBS AM, a distinct business unit of UBS ASSET AME portfolio →

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Most similar hedge funds by 13F overlap

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME is an institutional investor managing $481.0B across 3,807 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to UBS AM, a distinct business unit of UBS ASSET AME are ProShare Advisors, BDF-GESTION, ING GROEP NV, with shared positions in $AMD, $AMAT, $MU, $LRCX, $INTC, $KO. The full ranking of 25 similar funds is below.

#1ProShare Advisors LLCActive

Some overlap · 10 shared positions

$AMD $AMAT $MU $LRCX $INTC $KO

$67.5B

1,865 positions

#2BDF-GESTIONActive

Some overlap · 10 shared positions

$AMAT $MU $AMD $LRCX $KO $BAC

$749M

144 positions

#3ING GROEP NVPassive

Some overlap · 10 shared positions

$AMD $MU $LRCX $AMAT $BAC $LIN

$16.4B

503 positions

#4AmundiPassive

Some overlap · 10 shared positions

$AMD $AMAT $LRCX $MU $BAC $INTC

$367.1B

2,033 positions

#5Sumitomo Mitsui Trust Holdings, Inc.Active

Some overlap · 10 shared positions

$AMD $MU $BAC $KO $LIN $PLTR

$154.5B

1,047 positions

#6Lombard Odier Asset Management (Switzerland) SAPassive

Some overlap · 9 shared positions

$MU $AMD $AMAT $LRCX $KO $INTC

$2.6B

452 positions

#7Siemens Fonds Invest GmbHPassive

Some overlap · 9 shared positions

$MU $AMD $LRCX $AMAT $KO $BAC

$1.7B

548 positions

#8Income Insurance LtdPassive

Some overlap · 9 shared positions

$AMD $MU $KO $LRCX $AMAT $BAC

$147M

164 positions

#9Wahed Invest LLCPassive

Some overlap · 8 shared positions

$AMD $AMAT $MU $LRCX $KO $INTC

$770M

225 positions

#10Avanza Fonder ABActive

Some overlap · 8 shared positions

$AMD $AMAT $MU $LRCX $KO $BAC

$3.6B

484 positions

#11National Pension ServiceActive

Some overlap · 9 shared positions

$MU $AMD $LRCX $KO $AMAT $BAC

$131.7B

562 positions

#12SHELTON CAPITAL MANAGEMENTPassive

Some overlap · 8 shared positions

$AMD $AMAT $MU $LRCX $INTC $BAC

$4.6B

717 positions

#13Alpha Family TrustPassive

Some overlap · 8 shared positions

$AMD $AMAT $MU $LRCX $INTC $KO

$206M

203 positions

#14PFA Pension, ForsikringsaktieselskabActive

Some overlap · 9 shared positions

$MU $LRCX $AMD $KO $AMAT $BAC

$33.2B

381 positions

#15OFI INVEST ASSET MANAGEMENTActive

Some overlap · 8 shared positions

$AMD $AMAT $MU $LRCX $INTC $BAC

$7.6B

347 positions

#16Swiss National BankPassive

Some overlap · 10 shared positions

$MU $AMD $KO $AMAT $LRCX $PLTR

$173.8B

2,301 positions

#17STF Management LP

Some overlap · 8 shared positions

$AMD $AMAT $MU $LRCX $INTC $LIN

$107M

101 positions

#18PROFUND ADVISORS LLCPassive

Some overlap · 8 shared positions

$AMD $AMAT $MU $LRCX $INTC $LIN

$2.7B

1,092 positions

#19GF FUND MANAGEMENT CO. LTD.Active

Some overlap · 8 shared positions

$AMD $AMAT $MU $LRCX $INTC $LIN

$6.0B

624 positions

#20NEOS Investment Management LLCActive

Some overlap · 8 shared positions

$AMD $AMAT $MU $LRCX $INTC $LIN

$19.8B

575 positions

#21China Universal Asset Management Co., Ltd.Passive

Some overlap · 8 shared positions

$AMD $AMAT $MU $LRCX $INTC $LIN

$1.3B

502 positions

#22Supplemental Annuity Collective Trust of NJPassive

Some overlap · 9 shared positions

$MU $AMD $KO $AMAT $LRCX $BAC

$355M

297 positions

#23Invesco Ltd.Passive

Some overlap · 10 shared positions

$MU $LRCX $AMAT $AMD $BAC $PLTR

$653.3B

3,739 positions

#24111 CapitalPassive

Some overlap · 8 shared positions

$AMD $AMAT $MU $LRCX $INTC $LIN

$406M

328 positions

#25Eagle Wealth Advisors LLCPassive

Some overlap · 8 shared positions

$AMD $AMAT $MU $LRCX $INTC $LIN

$108M

98 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.