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
$481B
AUM Growth
+$8.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,871
New
Increased
Reduced
Closed

Top Buys

1 +$1.86B
2 +$1.82B
3 +$1.61B
4
MSFT icon
Microsoft
MSFT
+$1.53B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.35B

Top Sells

1 +$822M
2 +$481M
3 +$300M
4
EMBJ
Embraer S.A. ADS
EMBJ
+$284M
5
META icon
Meta Platforms (Facebook)
META
+$265M

Sector Composition

1 Technology 35.15%
2 Financials 12.09%
3 Healthcare 10.43%
4 Consumer Discretionary 9.97%
5 Communication Services 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FRMI
3626
Fermi Inc
FRMI
$3.98B
$1.64K ﹤0.01%
+281
LNKB
3627
DELISTED
LINKBANCORP
LNKB
$1.64K ﹤0.01%
+196
MDWD icon
3628
MediWound
MDWD
$213M
$1.63K ﹤0.01%
+101
III icon
3629
Information Services Group
III
$206M
$1.58K ﹤0.01%
+411
SB icon
3630
Safe Bulkers
SB
$699M
$1.57K ﹤0.01%
+248
CPSS icon
3631
Consumer Portfolio Services
CPSS
$208M
$1.57K ﹤0.01%
+203
ATYR
3632
aTyr Pharma
ATYR
$47.6M
$1.57K ﹤0.01%
+2,011
AVBH
3633
Avidbank Holdings
AVBH
$334M
$1.57K ﹤0.01%
+55
WFG icon
3634
West Fraser Timber
WFG
$5B
$1.57K ﹤0.01%
+24
SLX icon
3635
VanEck Steel ETF
SLX
$192M
$1.56K ﹤0.01%
+17
FLKR icon
3636
Franklin FTSE South Korea ETF
FLKR
$1.03B
$1.55K ﹤0.01%
+39
BAI
3637
iShares A.I. Innovation and Tech Active ETF
BAI
$16.3B
$1.52K ﹤0.01%
+46
FPH icon
3638
Five Point Holdings
FPH
$367M
$1.48K ﹤0.01%
+306
AG icon
3639
First Majestic Silver
AG
$9.93B
$1.46K ﹤0.01%
68
KOPN icon
3640
Kopin
KOPN
$1.02B
$1.46K ﹤0.01%
+647
SFIX
3641
Stitch Fix
SFIX
$463M
$1.45K ﹤0.01%
+439
VFF icon
3642
Village Farms International
VFF
$291M
$1.42K ﹤0.01%
+500
REMG
3643
Russell Investments Emerging Markets Equity ETF
REMG
$105M
$1.39K ﹤0.01%
+45
DMAC icon
3644
DiaMedica Therapeutics
DMAC
$331M
$1.37K ﹤0.01%
203
+47
RVSB icon
3645
Riverview Bancorp
RVSB
$115M
$1.36K ﹤0.01%
+248
CRD.A icon
3646
Crawford & Co Class A
CRD.A
$523M
$1.36K ﹤0.01%
+136
CCU icon
3647
Compañía de Cervecerías Unidas
CCU
$2.17B
$1.35K ﹤0.01%
+119
ASIC
3648
Ategrity Specialty Insurance
ASIC
$981M
$1.34K ﹤0.01%
+68
VABK icon
3649
Virginia National Bankshares
VABK
$233M
$1.3K ﹤0.01%
+34
MH
3650
McGraw Hill
MH
$2.31B
$1.29K ﹤0.01%
94
+39