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
$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 11.47%
4 Healthcare 10.94%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2701
-49,284
2702
-50,000
2703
-33,183
2704
-20,200
2705
-10,231
2706
-5,701
2707
-62,065
2708
-46,294
2709
-92,257
2710
-3,005,826
2711
-56,507
2712
-206,931
2713
-11,665
2714
-26,730
2715
-10,314
2716
-35,000
2717
-3,600
2718
-21,206
2719
-40,696
2720
-167,868
2721
-9,795
2722
-804,598
2723
-1,500
2724
-75,971
2725
-85,496