Latest UG Investment Advisers Ltd. Stock Portfolio
UG Investment Advisers Ltd. Performance:
2025 Q4: 1.29%YTD: 47.78%2024: 16.54%
Performance for 2025 Q4 is 1.29%, and YTD is 47.78%, and 2024 is 16.54%.
About UG Investment Advisers Ltd. and 13F Hedge Fund Stock Holdings
UG Investment Advisers Ltd. is a hedge fund based in Taiwan, Republic Of China. On 2026-01-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, UG Investment Advisers Ltd. reported an equity portfolio of $434 Millions as of 31 Dec, 2025.
The top stock holdings of UG Investment Advisers Ltd. are BABA, MU, QCOM. The fund has invested 45.9% of it's portfolio in ALIBABA GROUP HLDG LTD and 20.7% of portfolio in MICRON TECHNOLOGY INC.
The fund managers got completely rid off VANGUARD SCOTTSDALE FDS (BNDW), APPLE INC (AAPL) and HEWLETT PACKARD ENTERPRISE C (HPE) stocks. They significantly reduced their stock positions in KE HLDGS INC (BEKE), AMKOR TECHNOLOGY INC (AMKR) and QUALCOMM INC (QCOM). UG Investment Advisers Ltd. opened new stock positions in PROSHARES TR II (BOIL). The fund showed a lot of confidence in some stocks as they added substantially to BROADCOM INC (AVGO) and NVIDIA CORPORATION (NVDA).
The top stock holdings of UG Investment Advisers Ltd. are BABA, MU, QCOM. The fund has invested 45.9% of it's portfolio in ALIBABA GROUP HLDG LTD and 20.7% of portfolio in MICRON TECHNOLOGY INC.
The fund managers got completely rid off VANGUARD SCOTTSDALE FDS (BNDW), APPLE INC (AAPL) and HEWLETT PACKARD ENTERPRISE C (HPE) stocks. They significantly reduced their stock positions in KE HLDGS INC (BEKE), AMKOR TECHNOLOGY INC (AMKR) and QUALCOMM INC (QCOM). UG Investment Advisers Ltd. opened new stock positions in PROSHARES TR II (BOIL). The fund showed a lot of confidence in some stocks as they added substantially to BROADCOM INC (AVGO) and NVIDIA CORPORATION (NVDA).
UG Investment Advisers Ltd. Annual Return Estimates Vs S&P 500
Our best estimate is that UG Investment Advisers Ltd. made a return of 1.29% in the last quarter. In trailing 12 months, it's portfolio return was 47.78%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| proshares tr ii | 2,641,330 |
New stocks bought by UG Investment Advisers Ltd.
Additions
| Ticker | % Inc. |
|---|---|
| broadcom inc | 68.76 |
| nvidia corporation | 17.13 |
Additions to existing portfolio by UG Investment Advisers Ltd.
Reductions
| Ticker | % Reduced |
|---|---|
| ke hldgs inc | -100 |
| amkor technology inc | -59.95 |
| qualcomm inc | -50.6 |
| micron technology inc | -43.67 |
| alibaba group hldg ltd | -12.67 |
UG Investment Advisers Ltd. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| vanguard scottsdale fds | -13,719,700 |
| hewlett packard enterprise c | -4,031,840 |
| apple inc | -4,449,400 |
UG Investment Advisers Ltd. got rid off the above stocks
Sector Distribution
UG Investment Advisers Ltd. has about 52.5% of it's holdings in Others sector.
- Others
- Technology
| Sector | % |
|---|---|
| Others | 52.5 |
| Technology | 47.5 |
Market Cap. Distribution
UG Investment Advisers Ltd. has about 46.8% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- LARGE-CAP
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 52.5 |
| LARGE-CAP | 42.9 |
| MEGA-CAP | 3.9 |
Stocks belong to which Index?
About 46.8% of the stocks held by UG Investment Advisers Ltd. either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 52.5 |
| S&P 500 | 46.8 |
UG Investment Advisers Ltd. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of UG Investment Advisers Ltd.
UG Investment Advisers Ltd. has 8 stocks in it's portfolio. BABA proved to be the most loss making stock for the portfolio. MU was the most profitable stock for UG Investment Advisers Ltd. last quarter.
Last Reported on: 28 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMKR | amkor technology inc | 0.65 | 70,989 | 2,802,640 | reduced | -59.95 | ||
| AVGO | broadcom inc | 1.14 | 14,265 | 4,937,120 | added | 68.76 | ||
| BABA | alibaba group hldg ltd | 45.91 | 1,359,360 | 199,255,000 | reduced | -12.67 | ||
| BABA | alibaba group hldg ltd | 6.27 | 17,440,000 | 27,228,700 | unchanged | 0.00 | ||
| BEKE | ke hldgs inc | 0.00 | 54.00 | 851 | reduced | -100 | ||
| BNDW | vanguard scottsdale fds | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BOIL | proshares tr ii | 0.61 | 103,016 | 2,641,330 | new | |||
| HPE | hewlett packard enterprise c | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| JD | jd.com inc | 4.85 | 21,000,000 | 21,058,000 | unchanged | 0.00 | ||
| MU | micron technology inc | 20.72 | 315,023 | 89,910,700 | reduced | -43.67 | ||
| NVDA | nvidia corporation | 2.34 | 54,483 | 10,161,100 | added | 17.13 | ||
| QCOM | qualcomm inc | 17.30 | 438,981 | 75,087,700 | reduced | -50.6 | ||
| SMCI | super micro computer inc | 0.21 | 1,000,000 | 900,030 | unchanged | 0.00 | ||