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
$101B
AUM Growth
+$1.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,630
New
Increased
Reduced
Closed

Top Buys

1 +$204M
2 +$163M
3 +$141M
4
BABA icon
Alibaba
BABA
+$137M
5
FCX icon
Freeport-McMoran
FCX
+$130M

Top Sells

1 +$196M
2 +$163M
3 +$144M
4
MA icon
Mastercard
MA
+$128M
5
PG icon
Procter & Gamble
PG
+$119M

Sector Composition

1 Healthcare 14.83%
2 Technology 14.48%
3 Financials 14.28%
4 Consumer Discretionary 9%
5 Industrials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
-85,325
2527
-103,489
2528
-3,700
2529
-3,110
2530
-496,000
2531
-7,999
2532
-9,699
2533
-160,800
2534
-4,200
2535
-63,300
2536
0
2537
-8,599
2538
-19,070
2539
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2540
-4,500
2541
-3,800
2542
-4,100
2543
-211,862
2544
-7,500
2545
-9,799
2546
-8,200
2547
-691,197
2548
-44,602
2549
-202,403
2550
-154,316