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
$101B
AUM Growth
+$1.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,630
New
Increased
Reduced
Closed

Top Buys

1 +$210M
2 +$147M
3 +$140M
4
BABA icon
Alibaba
BABA
+$135M
5
C icon
Citigroup
C
+$131M

Top Sells

1 +$287M
2 +$188M
3 +$171M
4
MNST icon
Monster Beverage
MNST
+$167M
5
MA icon
Mastercard
MA
+$124M

Sector Composition

1 Healthcare 14.83%
2 Technology 14.48%
3 Financials 14.28%
4 Consumer Discretionary 9%
5 Industrials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$41K ﹤0.01%
3,630
2502
$38K ﹤0.01%
62,696
2503
$37K ﹤0.01%
12,100
2504
$31K ﹤0.01%
16,398
2505
-4,800
2506
-19,799
2507
-34,598
2508
-494,490
2509
-36,496
2510
-16,098
2511
-34,799
2512
-32,198
2513
-44,800
2514
-3,700
2515
-5,100
2516
-816,955
2517
-298,179
2518
-20,897
2519
0
2520
-614,400
2521
-4,800
2522
-6,899
2523
-4,361
2524
-194,438
2525
-6,570