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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
$233B
AUM Growth
-$27.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,909
New
Increased
Reduced
Closed

Top Buys

1 +$646M
2 +$510M
3 +$349M
4
TSLA icon
Tesla
TSLA
+$320M
5
NVDA icon
NVIDIA
NVDA
+$261M

Top Sells

1 +$758M
2 +$568M
3 +$521M
4
MSFT icon
Microsoft
MSFT
+$515M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$403M

Sector Composition

1 Technology 27.73%
2 Healthcare 13.27%
3 Financials 12.05%
4 Consumer Discretionary 11.3%
5 Communication Services 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2751
-190,331
2752
-8,100
2753
-643,879
2754
$0 ﹤0.01%
6,640,204
-1,582,311
2755
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2756
-381,059
2757
-31,897
2758
-39,798
2759
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2760
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2761
-1,008,217
2762
-3,919,994
2763
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2764
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2765
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2767
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2769
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2773
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2774
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2775
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