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
$191B
AUM Growth
-$42.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,910
New
Increased
Reduced
Closed

Top Buys

1 +$1.32B
2 +$282M
3 +$173M
4
V icon
Visa
V
+$167M
5
ABBV icon
AbbVie
ABBV
+$143M

Top Sells

1 +$490M
2 +$350M
3 +$253M
4
BIDU icon
Baidu
BIDU
+$219M
5
TRP icon
TC Energy
TRP
+$214M

Sector Composition

1 Technology 26.54%
2 Healthcare 15.22%
3 Financials 12.07%
4 Consumer Discretionary 10.14%
5 Communication Services 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2676
$31.6K ﹤0.01%
2,637
+1,570
2677
$27.9K ﹤0.01%
+1,364
2678
$26.2K ﹤0.01%
1,530
2679
$22.5K ﹤0.01%
+440
2680
$16.7K ﹤0.01%
12,200
2681
$13.6K ﹤0.01%
+304
2682
$3.78K ﹤0.01%
+44
2683
$1.79K ﹤0.01%
+320
2684
$873 ﹤0.01%
+41
2685
$686 ﹤0.01%
+15
2686
$46 ﹤0.01%
+5
2687
-22,128
2688
-17,363
2689
-1,192,930
2690
-275,237
2691
-11,600
2692
-1,236,899
2693
-2,193
2694
-314,369
2695
-857,757
2696
-6,700
2697
-82,974
2698
-387,957
2699
-8,887
2700
-3