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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
$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
-9,299
2527
-9,699
2528
-8,098
2529
-8,100
2530
-3,900
2531
-699,540
2532
-556,865
2533
-691,197
2534
-44,602
2535
-202,403
2536
-154,316
2537
-15,500
2538
-19,799
2539
-34,598
2540
-494,490
2541
-36,496
2542
-16,098
2543
-34,799
2544
-32,198
2545
-14,745
2546
-44,800
2547
-3,700
2548
-5,100
2549
-816,955
2550
-298,179