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
$223B
AUM Growth
+$16.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,780
New
Increased
Reduced
Closed

Top Buys

1 +$1.01B
2 +$922M
3 +$646M
4
TSLA icon
Tesla
TSLA
+$554M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$496M

Top Sells

1 +$1.04B
2 +$949M
3 +$313M
4
VMW
VMware, Inc
VMW
+$217M
5
NVDA icon
NVIDIA
NVDA
+$205M

Sector Composition

1 Technology 30.4%
2 Healthcare 13.37%
3 Consumer Discretionary 11.23%
4 Financials 10.99%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$10.2K ﹤0.01%
+10,300
2527
-195,664
2528
-334
2529
-132,441
2530
-8,916
2531
-39,287
2532
-30,386
2533
-51,490
2534
-16,803
2535
-14,849
2536
-32,062
2537
-10,408
2538
-39
2539
-62,308
2540
-7,173
2541
-111,482
2542
-15,649
2543
-12,356
2544
-4,203
2545
-14,662
2546
-31,078
2547
-25,699
2548
-32,488
2549
-13,799
2550
-319,818