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
$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
-513,293
2702
-15,000
2703
-142,292
2704
-4,056
2705
-40,342
2706
-11,697
2707
-289,802
2708
-7,000
2709
-261,527
2710
-477,492
2711
-18,500
2712
-19,158
2713
-48,984
2714
-46,783
2715
-1,410,636
2716
-16,399
2717
-82,407
2718
-15,499
2719
-84,160
2720
-40,064
2721
-14,100
2722
-120,198
2723
-20,600
2724
-33,499
2725
-11,922