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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
$87.7B
AUM Growth
-$2.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,807
New
Increased
Reduced
Closed

Top Buys

1 +$1.23B
2 +$963M
3 +$204M
4
PRGO icon
Perrigo
PRGO
+$151M
5
COO icon
Cooper Companies
COO
+$147M

Top Sells

1 +$763M
2 +$227M
3 +$181M
4
GE icon
GE Aerospace
GE
+$176M
5
LNKD
LinkedIn Corporation
LNKD
+$151M

Sector Composition

1 Healthcare 16.88%
2 Financials 14.42%
3 Technology 14.04%
4 Consumer Discretionary 10.24%
5 Communication Services 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2701
-142,292
2702
-4,056
2703
-40,342
2704
-11,697
2705
-289,802
2706
-7,000
2707
-17,900
2708
-3,772
2709
-42
2710
-2,610
2711
-124,280
2712
-100,104
2713
-22,196
2714
-824
2715
-46,783
2716
-1,410,636
2717
-16,399
2718
-82,407
2719
-15,499
2720
-84,160
2721
-40,064
2722
-14,100
2723
-120,198
2724
-20,600
2725
-33,499