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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
$104B
AUM Growth
-$1.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,699
New
Increased
Reduced
Closed

Top Buys

1 +$321M
2 +$214M
3 +$207M
4
ECL icon
Ecolab
ECL
+$192M
5
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$189M

Top Sells

1 +$251M
2 +$225M
3 +$221M
4
AAPL icon
Apple
AAPL
+$201M
5
AXP icon
American Express
AXP
+$180M

Sector Composition

1 Healthcare 16.57%
2 Technology 14.63%
3 Financials 14.16%
4 Consumer Discretionary 9.69%
5 Industrials 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2576
-221,723
2577
-30,200
2578
-1,063
2579
-9,900
2580
-12,600
2581
-19,500
2582
-5,276
2583
-12,500
2584
-5,582
2585
-9,666
2586
-1,975
2587
-14,197
2588
-9,693
2589
0
2590
-1,261,476
2591
-10,252
2592
-9,100
2593
-65,200
2594
-4,457
2595
-439,714
2596
-5,800
2597
-39,898
2598
-8,100
2599
-65,035
2600
-20,300