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
$213B
AUM Growth
+$27.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,636
New
Increased
Reduced
Closed

Top Buys

1 +$438M
2 +$402M
3 +$294M
4
MSFT icon
Microsoft
MSFT
+$269M
5
WFC icon
Wells Fargo
WFC
+$235M

Top Sells

1 +$384M
2 +$372M
3 +$342M
4
TMO icon
Thermo Fisher Scientific
TMO
+$289M
5
GPN icon
Global Payments
GPN
+$287M

Sector Composition

1 Technology 25.1%
2 Consumer Discretionary 13.57%
3 Healthcare 12.46%
4 Financials 11.55%
5 Communication Services 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
-14,700
2552
-829,136
2553
-141,408
2554
-99,264
2555
-55,460
2556
-185,852
2557
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2558
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2559
-164,410
2560
-179,647
2561
-546,242
2562
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2563
-13,000
2564
-38,944
2565
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2566
-44,079
2567
-1,001,252
2568
-795,799
2569
-111,288
2570
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2571
-72,561
2572
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2573
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2574
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2575
-29,160