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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
2726
-232,676
2727
-13,500
2728
-33,736
2729
-120,304
2730
-39,925
2731
-1,444
2732
-35,868
2733
-126,761
2734
-5,650
2735
-27,801
2736
-6,800
2737
-16,700
2738
-48,333
2739
-14,931
2740
-67,491
2741
-20,149
2742
-253,770
2743
-13,110
2744
-25,612
2745
-468,197
2746
-46,000
2747
-101,900
2748
-31,000
2749
-1,026,774
2750
-384,954