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
2576
-17,087
2577
-21,399
2578
-8,200
2579
-13,200
2580
-155,010
2581
-41,726
2582
-90,293
2583
-52,923
2584
-51,698
2585
-557,367
2586
-933,669
2587
-983,670
2588
-419,276
2589
-4,953
2590
-119,686
2591
-22,014
2592
-19,399
2593
-67,149
2594
-39,096
2595
-37,698
2596
-158,743
2597
-23,041
2598
-356,977
2599
-52,996
2600
-54,855