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

Top Buys

1 +$360M
2 +$256M
3 +$158M
4
ATVI
Activision Blizzard
ATVI
+$157M
5
FTV icon
Fortive
FTV
+$142M

Top Sells

1 +$196M
2 +$191M
3 +$161M
4
EMC
EMC CORPORATION
EMC
+$151M
5
AMGN icon
Amgen
AMGN
+$117M

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
2551
-8,600
2552
-35,000
2553
-10,299
2554
-32,976
2555
-96,309
2556
-6,000
2557
-166,796
2558
-80,616
2559
-5,541,054
2560
-11,099
2561
-371,574
2562
-16,499
2563
-3,605
2564
-31,800
2565
-67,336
2566
-441,908
2567
0
2568
-54,143
2569
-10,000
2570
-19,900
2571
-145,373
2572
-53,106
2573
-28,398
2574
-23,998
2575
-356,492