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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
$206B
AUM Growth
+$15.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,771
New
Increased
Reduced
Closed

Top Buys

1 +$950M
2 +$886M
3 +$812M
4
PDD icon
Pinduoduo
PDD
+$400M
5
AMD icon
Advanced Micro Devices
AMD
+$240M

Top Sells

1 +$475M
2 +$266M
3 +$221M
4
VMW
VMware, Inc
VMW
+$197M
5
CP icon
Canadian Pacific Kansas City
CP
+$140M

Sector Composition

1 Technology 28.09%
2 Healthcare 14.47%
3 Financials 11.11%
4 Consumer Discretionary 10.49%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2651
-6,769
2652
-17,805
2653
-48,900
2654
-3,564
2655
-18,856
2656
-52,633
2657
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2658
-7,081
2659
-15,600
2660
$0 ﹤0.01%
6,640,204
2661
-2,190
2662
-11,200
2663
-3,096
2664
-76,697
2665
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2666
-63,536
2667
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2668
-12,100
2669
-259,623
2670
-62,302
2671
-220,112
2672
-15,626
2673
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2674
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2675
-368,256