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Uni-President Assets Management Corp.
Lily Chang · Asset Manager · Growth
Uni-President Assets Management Corp. (UPAMC), established in 1992, is a prominent Taiwan-based asset management firm and a subsidiary of President Securities Corporation within the Uni-President Enterprises group. The company provides a comprehensive suite of investment solutions, including mutual funds, discretionary investment services, and private placement funds. UPAMC is widely recognized for its expertise in the Taiwan and Greater China equity markets, particularly within the high-growth technology and consumer sectors. As one of the largest asset managers in the region, it caters to a broad clientele ranging from retail investors to high-net-worth families and institutional entities, maintaining a significant presence in the Asian financial landscape.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +54.9% |
| YTD return | +47.1% |
| Sharpe ratio | 3.19 |
| Win rate | 65% |
| AUM | $5.1B |
| Inception | Oct 1, 2025 |
| Updated | Oct 2, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $5.1B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.upmc.com.tw |
Current Holdings
Updated on Oct 2, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| TSM | Taiwan Semiconductor Manufacturing | 34.0% | +39.8% |
| UMC | United Microelectronics | 15.9% | +23.2% |
| YAGOY | Yageo Corporation | 7.7% | 0.0% |
| ASX | ASE Industrial Holding Co Ltd ADR | 7.2% | +22.1% |
| MU | Micron Technology Inc | 5.3% | +55.4% |
| PLTR | Palantir Technologies Inc. | 3.2% | +32.8% |
| MSFT | Microsoft Corporation | 2.9% | +8.6% |
| META | Meta Platforms Inc. | 2.8% | +7.3% |
| AAPL | Apple Inc | 2.5% | +27.3% |
| NVDA | NVIDIA Corporation | 2.4% | +24.5% |
| AMZN | Amazon.com Inc | 2.3% | +7.0% |
| GOOGL | Alphabet Inc Class A | 2.0% | +32.6% |
| NFLX | Netflix Inc | 2.0% | -34.5% |
| AVGO | Broadcom Inc | 1.9% | +5.1% |
| BE | Bloom Energy Corp | 1.9% | -4.4% |
| SNDK | Sandisk Corp | 1.7% | +13.4% |
| AMD | Advanced Micro Devices Inc | 1.7% | +0.5% |
| LITE | Lumentum Holdings Inc | 1.0% | +16.3% |
| ASUUY | ASUUY | 0.9% | +0.0% |
| COHR | Coherent Inc | 0.8% | +75.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 28, 2026 | SELL | NFLX | 2.9% → 2.0% |
| Sep 28, 2026 | SELL | MU | 11.7% → 5.3% |
| Sep 28, 2026 | BUY | UMC | 3.1% → 15.9% |
| Sep 28, 2026 | SELL | NVDA | 4.0% → 2.4% |
| Sep 28, 2026 | SELL | PLTR | 2.9% → 3.2% |
Investment Style Analysis
Uni-President Assets Management Corp. is widely recognized for employing a Growth strategy. As of Oct 2, 2026, the firm oversees approximately $5.1B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Electronic Components sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 28, Uni-President Assets Management Corp. made a significant move by reducing the position in NFLX. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Uni-President Assets Management follows a disciplined investment philosophy that integrates top-down macroeconomic insights with rigorous bottom-up fundamental research. The firm focuses on identifying high-growth companies that possess sustainable competitive advantages and robust business models, specifically within the technology-driven landscape of the Asia-Pacific region. By combining long-term value-oriented strategies with active risk management, the firm seeks to navigate market volatility and generate consistent risk-adjusted returns. Their approach emphasizes the selection of industry leaders capable of delivering superior earnings growth through innovation and market penetration.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Uni-President Assets Management Corp..
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Frequently asked questions
How is the simulated portfolio for Uni-President Assets Management Corp. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Uni-President Assets Management Corp.'s largest holding?
As of the latest filing, Uni-President Assets Management Corp.'s top position is Taiwan Semiconductor Manufacturing (TSM), representing 34.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Uni-President Assets Management Corp.'s historical performance and risk profile?
Our simulation indicates a total return of +54.9% with a win rate of 65%. Notably, the portfolio maintains a Sharpe Ratio of 3.19, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Uni-President Assets Management Corp. primarily invest in?
Uni-President Assets Management Corp. has a strong preference for the Semiconductors sector, which makes up 68.4% of their disclosed assets. The portfolio also has exposure to Electronic Components, indicating a specific thematic focus.
Is Uni-President Assets Management Corp.'s portfolio concentrated or diversified?
Uni-President Assets Management Corp. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 57.6% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Uni-President Assets Management Corp. performed in 2026?
Our AI-simulated model portfolio for Uni-President Assets Management Corp. tracks a Year-to-Date (YTD) return of +47.1%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Lily Chang manage Uni-President Assets Management Corp. directly?
Yes, Lily Chang serves as the key portfolio manager for Uni-President Assets Management Corp., overseeing the investment strategy and final capital allocation decisions.