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
$105B
AUM Growth
+$4.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,698
New
Increased
Reduced
Closed

Top Buys

1 +$294M
2 +$203M
3 +$202M
4
MSFT icon
Microsoft
MSFT
+$144M
5
YELP icon
Yelp
YELP
+$135M

Top Sells

1 +$286M
2 +$234M
3 +$200M
4
AGN
Allergan Inc
AGN
+$197M
5
CCI icon
Crown Castle
CCI
+$168M

Sector Composition

1 Healthcare 15.34%
2 Technology 14.73%
3 Financials 14.56%
4 Consumer Discretionary 9.63%
5 Industrials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
$53K ﹤0.01%
60,996
2552
$51K ﹤0.01%
+1,510
2553
$46K ﹤0.01%
28,300
2554
$43K ﹤0.01%
4,370
2555
$34K ﹤0.01%
5,220
2556
$28K ﹤0.01%
20,300
-30,898
2557
$17K ﹤0.01%
44,800
2558
-2,880
2559
-9,600
2560
-13,920
2561
-2,347,205
2562
-5,267
2563
-17,500
2564
-24,474
2565
-28,200
2566
-7,350
2567
-146,937
2568
-3,022
2569
-27,952
2570
-95,218
2571
-34,700
2572
0
2573
-10,300
2574
-23,895
2575
-13,500