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
$241B
AUM Growth
+$7.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,816
New
Increased
Reduced
Closed

Top Buys

1 +$948M
2 +$542M
3 +$501M
4
PG icon
Procter & Gamble
PG
+$491M
5
SNAP icon
Snap
SNAP
+$403M

Top Sells

1 +$434M
2 +$350M
3 +$215M
4
AMAT icon
Applied Materials
AMAT
+$186M
5
MXIM
Maxim Integrated Products
MXIM
+$183M

Sector Composition

1 Technology 26.21%
2 Healthcare 13.25%
3 Financials 13.07%
4 Consumer Discretionary 12.28%
5 Communication Services 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2701
-177,469
2702
-41,597
2703
-50,179
2704
-7,400
2705
-61,641
2706
-89,399
2707
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2708
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2709
-71,634
2710
-50,000
2711
-44
2712
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2713
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2714
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2715
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2716
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2717
-164,661
2718
-30,000
2719
-10,867
2720
-42,750
2721
-190,213
2722
-83
2723
-43,569
2724
-12,734
2725
-7,358