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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
$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
2551
-7,899
2552
-3,100
2553
-8,200
2554
-7,999
2555
-140,500
2556
-98,357
2557
-1,040
2558
-73,074
2559
-8,799
2560
-15,999
2561
-100,761
2562
-11,900
2563
-43,600
2564
-44,997
2565
-292,500
2566
-43,400
2567
-42,200
2568
-12,200
2569
-5,500
2570
-26,000
2571
-8,999
2572
-33,200
2573
-18,728
2574
-14,099
2575
-8,399