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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
$104B
AUM Growth
+$704M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,778
New
Increased
Reduced
Closed

Top Buys

1 +$191M
2 +$157M
3 +$139M
4
MMM icon
3M
MMM
+$131M
5
META icon
Meta Platforms (Facebook)
META
+$106M

Top Sells

1 +$288M
2 +$247M
3 +$142M
4
YELP icon
Yelp
YELP
+$140M
5
CRM icon
Salesforce
CRM
+$135M

Sector Composition

1 Healthcare 17.28%
2 Financials 14.69%
3 Technology 14.25%
4 Consumer Discretionary 9.55%
5 Industrials 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2651
-30,600
2652
-19,698
2653
-5,000
2654
0
2655
-3,710
2656
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2657
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2658
-302
2659
-17,099
2660
-7,700
2661
-24,998
2662
-38,700
2663
0
2664
0
2665
-5,700
2666
-65,493
2667
-471,712
2668
-123,990
2669
-62,400
2670
-705
2671
-4,500
2672
-17,699
2673
-1,829
2674
-44,800
2675
-1,281