UBS AM

UBS AM Portfolio holdings

AUM $461B
1-Year Est. Return 27.37%
 

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
+27.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104B
AUM Growth
+$704M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,778
New
Increased
Reduced
Closed

Top Buys

1 +$194M
2 +$163M
3 +$136M
4
MMM icon
3M
MMM
+$126M
5
META icon
Meta Platforms (Facebook)
META
+$111M

Top Sells

1 +$316M
2 +$238M
3 +$136M
4
CRM icon
Salesforce
CRM
+$132M
5
YELP icon
Yelp
YELP
+$129M

Sector Composition

1 Healthcare 17.28%
2 Financials 14.69%
3 Technology 14.25%
4 Consumer Discretionary 9.55%
5 Industrials 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$35.6M 0.03%
1,600,600
+160,900
502
$35.6M 0.03%
1,104,912
+50,185
503
$35.6M 0.03%
1,109,391
-41,475
504
$35.4M 0.03%
845,177
+164,046
505
$35.3M 0.03%
374,742
-206
506
$35M 0.03%
1,178,405
-16,592
507
$34.9M 0.03%
401,077
-3,167
508
$34.9M 0.03%
239,756
-31,092
509
$34.7M 0.03%
1,048,720
-49,718
510
$34.6M 0.03%
627,590
+27,499
511
$34.6M 0.03%
449,716
+15,609
512
$34.1M 0.03%
1,266,950
+311,599
513
$33.8M 0.03%
216,782
+3,172
514
$33.7M 0.03%
754,556
-46,390
515
$33.6M 0.03%
753,537
-33,866
516
$33.5M 0.03%
703,064
-43,974
517
$33.5M 0.03%
1,151,988
+235,386
518
$33.4M 0.03%
302,845
+11,917
519
$33.4M 0.03%
195,138
+83,565
520
$33.4M 0.03%
1,406,968
+9,974
521
$33.3M 0.03%
949,346
-293,838
522
$33.2M 0.03%
396,017
-1,185
523
$33.2M 0.03%
258,450
-125,813
524
$33M 0.03%
192,861
+5,525
525
$32.9M 0.03%
24,436
-31