UBS AM

UBS AM Portfolio holdings

AUM $473B
1-Year Est. Return 27.09%
 

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
+27.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254B
AUM Growth
+$31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,652
New
Increased
Reduced
Closed

Top Buys

1 +$494M
2 +$466M
3 +$299M
4
AMZN icon
Amazon
AMZN
+$285M
5
AMD icon
Advanced Micro Devices
AMD
+$256M

Top Sells

1 +$510M
2 +$430M
3 +$315M
4
INTC icon
Intel
INTC
+$227M
5
SPLK
Splunk Inc
SPLK
+$169M

Sector Composition

1 Technology 31.22%
2 Healthcare 12.65%
3 Consumer Discretionary 11.43%
4 Financials 11.23%
5 Communication Services 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
-25,831
2502
-4,103
2503
-240,608
2504
-178,816
2505
-9,240
2506
-78,726
2507
-2,440
2508
-61,761
2509
-13,488
2510
-263,821
2511
-59,684
2512
-23,834
2513
-173,854
2514
-46,223
2515
-61,991
2516
-59,256
2517
-80,489
2518
-248,207
2519
-13,754
2520
-1,067
2521
-12,492
2522
-27,378
2523
-11,212
2524
-93,127
2525
-13,436