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
701
$18.4M 0.02%
644,925
+621,827
702
$18.4M 0.02%
326,661
-1,831
703
$18.4M 0.02%
1,130,247
-33,948
704
$18.4M 0.02%
595,927
-26,791
705
$18.2M 0.02%
587,010
+35,161
706
$18.1M 0.02%
341,127
-709
707
$18M 0.02%
191,517
+19,632
708
$17.9M 0.02%
240,482
+24,692
709
$17.8M 0.02%
530,769
-1,192
710
$17.8M 0.02%
463,771
+10,039
711
$17.7M 0.02%
316,925
+7,181
712
$17.7M 0.02%
429,925
+1,142
713
$17.6M 0.02%
270,258
+14,359
714
$17.5M 0.02%
196,373
-54,134
715
$17.5M 0.02%
437,467
-740,964
716
$17.5M 0.02%
362,775
+54,175
717
$17.4M 0.02%
431,477
-2,654
718
$17.2M 0.02%
720,288
-26,766
719
$17.2M 0.02%
284,501
-170,102
720
$17.1M 0.02%
674,332
-3,137
721
$17.1M 0.02%
350,472
+242,440
722
$17.1M 0.02%
316,051
+199,553
723
$17M 0.02%
386,301
-295,680
724
$16.9M 0.02%
424,671
+3,261
725
$16.8M 0.02%
714,237
-375