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
$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
-106,051
2527
-153,800
2528
-37,900
2529
-173,750
2530
-16,299
2531
-277,200
2532
-6,437
2533
-17,100
2534
-153,300
2535
-324,261
2536
-5,400
2537
-28,538
2538
-9,367
2539
-41,497
2540
-272,100
2541
-15,498
2542
-76,000
2543
-101,200
2544
-10,100
2545
-18,597
2546
-94,500
2547
-1,985,740
2548
-435,060
2549
-10,499
2550
-7,899