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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
$88.5B
AUM Growth
+$2.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,704
New
Increased
Reduced
Closed

Top Buys

1 +$205M
2 +$186M
3 +$177M
4
MDLZ icon
Mondelez International
MDLZ
+$132M
5
BABA icon
Alibaba
BABA
+$130M

Top Sells

1 +$270M
2 +$212M
3 +$185M
4
BKNG icon
Booking.com
BKNG
+$104M
5
ISRG icon
Intuitive Surgical
ISRG
+$103M

Sector Composition

1 Healthcare 15.89%
2 Technology 14.47%
3 Financials 12.9%
4 Consumer Discretionary 10.06%
5 Communication Services 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2601
-9,567
2602
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2603
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2604
-8,499
2605
-102,388
2606
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2607
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2608
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2609
-24,193
2610
-45,768
2611
-899,300
2612
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2613
-3,020
2614
-3,750
2615
-17,801
2616
-4,676
2617
-12,300
2618
-889
2619
-132,257
2620
-917
2621
0
2622
-1,522,436
2623
-11,966
2624
-23,298
2625
-300