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
$135B
AUM Growth
+$18.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,877
New
Increased
Reduced
Closed

Top Buys

1 +$257M
2 +$214M
3 +$212M
4
PANW icon
Palo Alto Networks
PANW
+$180M
5
BABA icon
Alibaba
BABA
+$165M

Top Sells

1 +$224M
2 +$212M
3 +$156M
4
LLY icon
Eli Lilly
LLY
+$123M
5
FTNT icon
Fortinet
FTNT
+$120M

Sector Composition

1 Technology 18.21%
2 Healthcare 13.78%
3 Financials 13.47%
4 Consumer Discretionary 12.16%
5 Communication Services 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2751
-42
2752
-2,575
2753
-953,675
2754
-1,470
2755
-1,748
2756
-12,849
2757
-885
2758
-266,046
2759
-20,700
2760
-21,099
2761
-552,964
2762
-258,489
2763
-1,473
2764
-7,267
2765
-15,600
2766
-76,249
2767
-2,400
2768
-6,323
2769
-364
2770
-19,503
2771
-4,151
2772
-3,416
2773
-10,774
2774
-452
2775
-1,032