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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
2701
-75,971
2702
-85,496
2703
-203,648
2704
-13,750
2705
-8,000
2706
-116,424
2707
-3,000
2708
-354,752
2709
-51,092
2710
-20,270
2711
-310,000
2712
-21
2713
-44,104
2714
-147,236
2715
-761
2716
-2,611
2717
-11,000
2718
-13,200
2719
-13,507
2720
-28,677
2721
-699,905
2722
-74,781
2723
-14,400
2724
-4,500
2725
-500,000