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
$163B
AUM Growth
+$14.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,983
New
Increased
Reduced
Closed

Top Buys

1 +$552M
2 +$336M
3 +$230M
4
WMT icon
Walmart Inc
WMT
+$206M
5
MA icon
Mastercard
MA
+$187M

Top Sells

1 +$329M
2 +$293M
3 +$220M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$181M
5
JPM icon
JPMorgan Chase
JPM
+$159M

Sector Composition

1 Technology 19.8%
2 Financials 14.05%
3 Healthcare 13.56%
4 Consumer Discretionary 12.64%
5 Communication Services 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2901
-95
2902
-13,237
2903
-4,772
2904
-1,302
2905
-4,693
2906
-330
2907
-2,167
2908
-1,660,970
2909
-299
2910
-67
2911
-2,090
2912
-326
2913
-159,288
2914
-478
2915
-3,597,105
2916
-9
2917
-133,231
2918
-637