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
2701
-652,366
2702
-7,167
2703
-87,138
2704
-15,199
2705
-36,328
2706
-47,566
2707
-8,191
2708
-12,628
2709
-137,931
2710
-2,945,442
2711
-22,400
2712
-574
2713
-336,008
2714
-81,351
2715
-32,800
2716
-41,011
2717
-11,728
2718
-4,392
2719
-1,111,297
2720
-235
2721
-2,248
2722
-84,355
2723
-24,377
2724
-7,774
2725
-119,598