UBS AM

UBS AM Portfolio holdings

AUM $461B
1-Year Est. Return 27.37%
 

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
+27.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163B
AUM Growth
+$14.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,983
New
Increased
Reduced
Closed

Top Buys

1 +$624M
2 +$360M
3 +$249M
4
WMT icon
Walmart Inc
WMT
+$205M
5
MA icon
Mastercard
MA
+$198M

Top Sells

1 +$329M
2 +$293M
3 +$220M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$188M
5
JPM icon
JPMorgan Chase
JPM
+$173M

Sector Composition

1 Technology 19.8%
2 Financials 14.05%
3 Healthcare 13.56%
4 Consumer Discretionary 12.64%
5 Communication Services 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2601
-635,975
2602
-265,245
2603
-33,431
2604
-190
2605
-59,621
2606
-32,771
2607
-1,738,488
2608
-663
2609
-2,612
2610
-4,444
2611
-2,594
2612
-12,264
2613
-35
2614
-22,291
2615
-3,746
2616
-326,491
2617
-7,344
2618
-1,433
2619
-5,004
2620
-27,098
2621
-2,867
2622
-1,324
2623
-836,959
2624
-2,179,894
2625
-47