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
$92.9B
AUM Growth
+$4.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,676
New
Increased
Reduced
Closed

Top Buys

1 +$379M
2 +$293M
3 +$166M
4
VZ icon
Verizon
VZ
+$153M
5
FTV icon
Fortive
FTV
+$142M

Top Sells

1 +$192M
2 +$180M
3 +$165M
4
EMC
EMC CORPORATION
EMC
+$151M
5
AMGN icon
Amgen
AMGN
+$116M

Sector Composition

1 Healthcare 15.26%
2 Technology 15.12%
3 Financials 13.08%
4 Consumer Discretionary 10.57%
5 Communication Services 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$60K ﹤0.01%
14,699
2527
$56K ﹤0.01%
119,893
2528
$54K ﹤0.01%
12,749
-45,854
2529
$48K ﹤0.01%
10,975
2530
$42K ﹤0.01%
13,082
2531
$37K ﹤0.01%
13,800
2532
$35K ﹤0.01%
22,299
2533
$27K ﹤0.01%
43
2534
-166,796
2535
-53,106
2536
-4,953
2537
-52,996
2538
-34,000
2539
-8,499
2540
-55,096
2541
-4,700
2542
-527,191
2543
-11,068
2544
-2,200
2545
-4,915
2546
-23,700
2547
-100,000
2548
-671,000
2549
-10,182
2550
-5,500