UBS AM

UBS AM Portfolio holdings

AUM $473B
1-Year Est. Return 27.09%
 

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
+27.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127B
AUM Growth
+$8.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,726
New
Increased
Reduced
Closed

Top Buys

1 +$361M
2 +$311M
3 +$292M
4
CRM icon
Salesforce
CRM
+$248M
5
AAPL icon
Apple
AAPL
+$234M

Top Sells

1 +$530M
2 +$215M
3 +$150M
4
AET
Aetna Inc
AET
+$110M
5
LYB icon
LyondellBasell Industries
LYB
+$105M

Sector Composition

1 Technology 16.95%
2 Financials 15.78%
3 Healthcare 12.11%
4 Consumer Discretionary 11.64%
5 Communication Services 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2626
-396
2627
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2628
-29,600
2629
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2630
-10,300
2631
-8,200
2632
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2633
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2634
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2635
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2636
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2637
-5,600
2638
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2639
-66
2640
-5,999
2641
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2642
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2643
-7,100
2644
-1,629
2645
-16,666
2646
-61,300
2647
-10,749
2648
-6,906
2649
-58,690
2650
-5,512