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
2501
-12,441
2502
-6,695
2503
-77,234
2504
-744,980
2505
-32,962
2506
-309,431
2507
-24,450
2508
-146,470
2509
$0 ﹤0.01%
6,039,177
-442,377
2510
-1,664
2511
-29,745
2512
-2,289,699
2513
-67,800
2514
-37,297
2515
-13,157
2516
-65,719
2517
-48,467
2518
-273,445
2519
-85,842
2520
-84,035
2521
-140,675
2522
-1,340,411
2523
-58,062
2524
-136,641
2525
-67,951