We are live on ! Find out more
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
$226B
AUM Growth
+$12.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,664
New
Increased
Reduced
Closed

Top Buys

1 +$767M
2 +$288M
3 +$287M
4
NVDA icon
NVIDIA
NVDA
+$259M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$249M

Top Sells

1 +$347M
2 +$316M
3 +$269M
4
CHTR icon
Charter Communications
CHTR
+$229M
5
NTES icon
NetEase
NTES
+$211M

Sector Composition

1 Technology 25.35%
2 Consumer Discretionary 13.14%
3 Financials 12.19%
4 Healthcare 12.04%
5 Communication Services 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
0
2552
0
2553
-224,158
2554
-59,300
2555
-13,500
2556
-35,850
2557
-301,943
2558
-44,537
2559
-4,400
2560
-15,054
2561
-14,057
2562
-27,025
2563
-16,436
2564
-47,788
2565
-659,862
2566
-180,233
2567
-495,266
2568
-705,634
2569
-20,768
2570
-94,094
2571
-107,719
2572
-322,351
2573
-222,995
2574
-2,300
2575
-51,600