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
$93.7B
AUM Growth
+$6.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,631
New
Increased
Reduced
Closed

Top Buys

1 +$268M
2 +$237M
3 +$184M
4
ALTR
Altera Corp
ALTR
+$159M
5
LYB icon
LyondellBasell Industries
LYB
+$159M

Top Sells

1 +$178M
2 +$176M
3 +$129M
4
UNP icon
Union Pacific
UNP
+$127M
5
RCL icon
Royal Caribbean
RCL
+$117M

Sector Composition

1 Financials 14.47%
2 Healthcare 14.45%
3 Technology 13.25%
4 Industrials 9.52%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
-47,296
2527
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2528
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2529
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2530
-5,633
2531
-5,917
2532
-361,044
2533
-808,359
2534
-85,400
2535
0
2536
-8,599
2537
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2538
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2539
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2540
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2541
-20,000
2542
-3,040
2543
-76,200
2544
-30,200
2545
-8,100
2546
-313,699
2547
-313,700
2548
-7,899
2549
-20,097
2550
-38,098