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UBS AM

UBS AM Portfolio holdings

AUM $481B
1-Year Est. Return 26.42%
 

UBS Asset Management (UBS AM), a division of UBS Group AG with origins tied to the bank’s founding in 1862, is headquartered in Zurich, Switzerland, and manages hundreds of billions in assets for institutional, intermediary, and wealth management clients globally. Specializing in a broad range of investment strategies—including equities, fixed income, multi-asset, alternatives, and sustainable investing—UBS AM leverages the firm’s extensive research capabilities and global network to deliver tailored solutions. Known for its focus on risk management and innovation, it offers products like ETFs, index funds, and private market investments, catering to diverse needs from pension funds to high-net-worth individuals. As part of UBS’s broader ecosystem, UBS AM combines Swiss precision with a commitment to ESG principles, solidifying its position as a leader in the asset management industry.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$87.5B
AUM Growth
+$6.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,643
New
Increased
Reduced
Closed

Top Buys

1 +$188M
2 +$182M
3 +$141M
4
AXP icon
American Express
AXP
+$138M
5
CMCSA icon
Comcast
CMCSA
+$116M

Top Sells

1 +$331M
2 +$303M
3 +$204M
4
GILD icon
Gilead Sciences
GILD
+$157M
5
AAPL icon
Apple
AAPL
+$150M

Sector Composition

1 Financials 14.6%
2 Healthcare 13.9%
3 Technology 13.4%
4 Industrials 10.1%
5 Consumer Discretionary 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
-10,329
2477
-510,900
2478
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2479
-76,494
2480
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2481
-54,800
2482
-85,686
2483
-288,310
2484
-56,064
2485
-14,100
2486
-5,999
2487
-14,399
2488
-14,299
2489
-18,399
2490
-7,100
2491
-10,072
2492
-448
2493
-23,595
2494
-17,399
2495
-593
2496
-274,306
2497
-3,300
2498
-12,305
2499
-14,199
2500
-1,477