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UBS AM

UBS AM Portfolio holdings

AUM $481B
1-Year Est. Return 26.42%
 

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
+26.42%
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 +$214M
3 +$206M
4
TJX icon
TJX Companies
TJX
+$129M
5
BWA icon
BorgWarner
BWA
+$122M

Top Sells

1 +$227M
2 +$212M
3 +$137M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$114M
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
2526
-22,798
2527
-106,051
2528
-153,800
2529
-37,900
2530
-173,750
2531
-16,299
2532
-277,200
2533
-6,437
2534
-17,100
2535
-153,300
2536
-324,261
2537
-5,400
2538
-28,538
2539
-9,367
2540
-41,497
2541
-272,100
2542
-15,498
2543
-76,000
2544
-101,200
2545
-10,100
2546
-18,597
2547
-94,500
2548
-1,985,740
2549
-435,060
2550
-10,499