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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
$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 11.48%
4 Healthcare 10.94%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2676
-9,800
2677
-9,400
2678
-49,284
2679
-50,000
2680
-33,183
2681
-20,200
2682
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2683
-5,701
2684
-62,065
2685
-46,294
2686
-92,257
2687
-3,005,826
2688
-56,507
2689
-206,931
2690
-11,665
2691
-26,730
2692
-41,256
2693
-35,000
2694
-3,600
2695
-21,206
2696
-40,696
2697
-167,868
2698
-9,795
2699
-804,598
2700
-1,500