We are live on ! Find out more
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
$116B
AUM Growth
-$18.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,906
New
Increased
Reduced
Closed

Top Buys

1 +$288M
2 +$215M
3 +$157M
4
JNJ icon
Johnson & Johnson
JNJ
+$153M
5
PYPL icon
PayPal
PYPL
+$135M

Top Sells

1 +$339M
2 +$244M
3 +$218M
4
META icon
Meta Platforms (Facebook)
META
+$182M
5
ADBE icon
Adobe
ADBE
+$177M

Sector Composition

1 Technology 17.47%
2 Healthcare 14.9%
3 Financials 14.08%
4 Consumer Discretionary 11.32%
5 Communication Services 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2751
-8,100
2752
-95
2753
-9,400
2754
-1,028
2755
-8,635
2756
-8,352
2757
-8,200
2758
-180
2759
-6,200
2760
-523
2761
-7,699
2762
-9,545
2763
-15,798
2764
-21,934
2765
-15,697
2766
-2,100
2767
-50
2768
-7,688
2769
-26,800
2770
-17,863
2771
-4,800
2772
-4,400
2773
-130
2774
-142
2775
-190