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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
$223B
AUM Growth
+$16.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,780
New
Increased
Reduced
Closed

Top Buys

1 +$1.01B
2 +$922M
3 +$646M
4
TSLA icon
Tesla
TSLA
+$554M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$496M

Top Sells

1 +$1.04B
2 +$949M
3 +$313M
4
VMW
VMware, Inc
VMW
+$217M
5
NVDA icon
NVIDIA
NVDA
+$205M

Sector Composition

1 Technology 30.4%
2 Healthcare 13.37%
3 Consumer Discretionary 11.23%
4 Financials 10.99%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2651
-241,148
2652
-58,514
2653
-40,612
2654
-29,037
2655
-101,923
2656
-199,451
2657
-152,460
2658
-24,360
2659
-39,422
2660
-281,653
2661
-285,455
2662
-37,341
2663
-191,277
2664
-531,251
2665
-104,038
2666
-5,469
2667
-13,119
2668
-18,448
2669
-40,749
2670
-36,037
2671
-115,778
2672
-225,490
2673
-171,139
2674
-2,191,690
2675
-8,984