UBS AM

UBS AM Portfolio holdings

AUM $461B
1-Year Est. Return 27.37%
 

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
+27.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99B
AUM Growth
+$5.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,663
New
Increased
Reduced
Closed

Top Buys

1 +$234M
2 +$220M
3 +$200M
4
BWA icon
BorgWarner
BWA
+$127M
5
HAL icon
Halliburton
HAL
+$122M

Top Sells

1 +$246M
2 +$226M
3 +$140M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$118M
5
FCX icon
Freeport-McMoran
FCX
+$112M

Sector Composition

1 Healthcare 14.05%
2 Technology 13.96%
3 Financials 13.95%
4 Industrials 9.12%
5 Energy 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$45K ﹤0.01%
12,100
2502
$44K ﹤0.01%
44,800
-33,996
2503
-545
2504
-26,398
2505
-5,800
2506
-49,097
2507
-11,268
2508
-19,068
2509
-15,928
2510
-121,931
2511
-3,401,438
2512
-1,123,066
2513
-42,921
2514
-97,800
2515
-18,600
2516
-24,715
2517
-2,650
2518
-3,107
2519
-7,650
2520
-7,800
2521
-26,698
2522
-5,700
2523
-5,600
2524
-17,098
2525
-15,117