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
$429B
AUM Growth
+$39.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,857
New
Increased
Reduced
Closed

Top Buys

1 +$3.1B
2 +$2.82B
3 +$2.29B
4
AMZN icon
Amazon
AMZN
+$1.67B
5
UNH icon
UnitedHealth
UNH
+$1.31B

Top Sells

1 +$1.42B
2 +$419M
3 +$322M
4
HDB icon
HDFC Bank
HDB
+$212M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$187M

Sector Composition

1 Technology 34.75%
2 Financials 12.99%
3 Consumer Discretionary 11.47%
4 Healthcare 10.94%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2651
-29,881
2652
-990,357
2653
-212,214
2654
-71,322
2655
-23,850
2656
-14,000
2657
-23,356
2658
-15,000
2659
-680,230
2660
-600
2661
-60,160
2662
-159,823
2663
-18,600
2664
-3,528
2665
-139,831
2666
-306,951
2667
-98,641
2668
-331,260
2669
-151,900
2670
-14,456
2671
-12,195
2672
-55,000
2673
-9,454
2674
-120,609
2675
-91,800