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
$473B
AUM Growth
+$12.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,346
New
Increased
Reduced
Closed

Top Buys

1 +$745M
2 +$727M
3 +$689M
4
META icon
Meta Platforms (Facebook)
META
+$680M
5
NXPI icon
NXP Semiconductors
NXPI
+$573M

Top Sells

1 +$1.33B
2 +$1.2B
3 +$929M
4
AVGO icon
Broadcom
AVGO
+$805M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$685M

Sector Composition

1 Technology 37.44%
2 Financials 12.57%
3 Healthcare 10.57%
4 Consumer Discretionary 10.41%
5 Communication Services 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AIQ icon
2626
Global X Artificial Intelligence & Technology ETF
AIQ
$7.76B
$45.9K ﹤0.01%
+903
EMXC icon
2627
iShares MSCI Emerging Markets ex China ETF
EMXC
$17.8B
$45.1K ﹤0.01%
+621
KEP icon
2628
Korea Electric Power
KEP
$29.3B
$45.1K ﹤0.01%
+2,731
PDD icon
2629
Pinduoduo
PDD
$151B
$44.4K ﹤0.01%
+392
MT icon
2630
ArcelorMittal
MT
$50.9B
$44.3K ﹤0.01%
+973
ESGE icon
2631
iShares ESG Aware MSCI EM ETF
ESGE
$6.66B
$44.3K ﹤0.01%
+1,002
RPV icon
2632
Invesco S&P 500 Pure Value ETF
RPV
$1.75B
$44.2K ﹤0.01%
+428
IPI icon
2633
Intrepid Potash
IPI
$449M
$43.6K ﹤0.01%
+1,574
GUNR icon
2634
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.35B
$43.6K ﹤0.01%
+950
IGIB icon
2635
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.2B
$43.1K ﹤0.01%
+800
IMCB icon
2636
iShares Morningstar Mid-Cap ETF
IMCB
$1.5B
$43K ﹤0.01%
+520
PNFP icon
2637
Pinnacle Financial Partners Inc
PNFP
$14.3B
$42.8K ﹤0.01%
449
-210,394
SNN icon
2638
Smith & Nephew
SNN
$15.5B
$42.8K ﹤0.01%
+1,303
BIPC icon
2639
Brookfield Infrastructure
BIPC
$5.85B
$42.4K ﹤0.01%
+934
GEM icon
2640
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.46B
$41.9K ﹤0.01%
+1,007
BCSF icon
2641
Bain Capital Specialty
BCSF
$839M
$41.7K ﹤0.01%
+3,000
FNDX icon
2642
Schwab Fundamental US Large Company Index ETF
FNDX
$24.2B
$41.6K ﹤0.01%
+1,530
LAMR icon
2643
Lamar Advertising Co
LAMR
$13.5B
$41K ﹤0.01%
+324
SPTM icon
2644
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$12.1B
$41K ﹤0.01%
+497
LRGF icon
2645
iShares US Equity Factor ETF
LRGF
$3.11B
$40.5K ﹤0.01%
+584
SSRM icon
2646
SSR Mining
SSRM
$6.28B
$40.5K ﹤0.01%
+1,848
TIP icon
2647
iShares TIPS Bond ETF
TIP
$14.2B
$40.4K ﹤0.01%
+368
IWN icon
2648
iShares Russell 2000 Value ETF
IWN
$13B
$39.9K ﹤0.01%
+220
DBEU icon
2649
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$713M
$39.8K ﹤0.01%
+830
RDY icon
2650
Dr. Reddy's Laboratories
RDY
$12.2B
$39.6K ﹤0.01%
2,824
-40,930