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
$191B
AUM Growth
-$42.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,910
New
Increased
Reduced
Closed

Top Buys

1 +$1.32B
2 +$282M
3 +$173M
4
V icon
Visa
V
+$167M
5
ABBV icon
AbbVie
ABBV
+$143M

Top Sells

1 +$490M
2 +$350M
3 +$253M
4
BIDU icon
Baidu
BIDU
+$219M
5
TRP icon
TC Energy
TRP
+$214M

Sector Composition

1 Technology 26.54%
2 Healthcare 15.22%
3 Financials 12.07%
4 Consumer Discretionary 10.14%
5 Communication Services 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2826
$0 ﹤0.01%
110,578
2827
$0 ﹤0.01%
4,698,093
+102,846
2828
$0 ﹤0.01%
73,024
2829
-120,224
2830
-125,728
2831
-101,123
2832
-292,260
2833
-12,299
2834
-54,809
2835
-218,797
2836
-180,790
2837
-44,420
2838
-14,606
2839
-19,529
2840
-22,695
2841
-17,692
2842
-3,357
2843
-40,741
2844
-14,624
2845
-150,827
2846
-3,269
2847
-3,527,493
2848
-792,575
2849
-261,638
2850
-62,030