UBS AM

UBS AM Portfolio holdings

AUM $473B
1-Year Est. Return 27.08%
 

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
+27.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$281B
AUM Growth
+$27.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,599
New
Increased
Reduced
Closed

Top Buys

1 +$4.07B
2 +$2.25B
3 +$252M
4
NVDA icon
NVIDIA
NVDA
+$242M
5
AMD icon
Advanced Micro Devices
AMD
+$242M

Top Sells

1 +$274M
2 +$207M
3 +$204M
4
HD icon
Home Depot
HD
+$203M
5
QCOM icon
Qualcomm
QCOM
+$200M

Sector Composition

1 Technology 31.71%
2 Healthcare 12.08%
3 Financials 11.18%
4 Consumer Discretionary 10.43%
5 Communication Services 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
-71,342
2477
-12,753
2478
-877,100
2479
-9,308
2480
-75,476
2481
-17,279
2482
-4,300
2483
-59,200
2484
-868,852
2485
-119,295
2486
-756
2487
-36,512
2488
-12,108
2489
-11,381
2490
-114,241
2491
-37,071
2492
-35,773
2493
-39,875
2494
-81,331
2495
-14,752
2496
-136,708
2497
-99,546
2498
-44,200
2499
-52,548
2500
-11,000