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
$461B
AUM Growth
-$33.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,688
New
Increased
Reduced
Closed

Top Buys

1
+$25.3B
2
+$1.96B
3
+$1.43B
4
NTES icon
NetEase
NTES
+$1.18B
5
UNP icon
Union Pacific
UNP
+$870M

Top Sells

1
+$7.17B
2
+$3.39B
3
+$2.73B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.53B
5
META icon
Meta Platforms (Facebook)
META
+$2.04B

Sector Composition

1 Technology 37.89%
2 Financials 12.36%
3 Consumer Discretionary 10.53%
4 Healthcare 9.66%
5 Communication Services 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.53B 0.33%
13,531,922
-3,162,111
52
$1.52B 0.33%
8,248,685
-2,473,894
53
$1.47B 0.32%
6,794,225
-2,168,350
54
$1.46B 0.32%
6,867,199
-901,194
55
$1.45B 0.31%
5,856,899
-1,337,208
56
$1.44B 0.31%
9,088,183
-2,102,541
57
$1.44B 0.31%
12,988,515
-3,594,563
58
$1.42B 0.31%
3,166,171
-266,948
59
$1.41B 0.31%
49,893,316
-9,432,442
60
$1.4B 0.3%
10,456,479
-2,292,683
61
$1.35B 0.29%
2,772,837
-667,751
62
$1.35B 0.29%
9,241,502
-1,675,942
63
$1.34B 0.29%
8,616,242
+196,895
64
$1.33B 0.29%
3,784,318
-830,525
65
$1.31B 0.29%
5,330,058
-1,608,813
66
$1.3B 0.28%
8,551,117
+8,538,717
67
$1.29B 0.28%
1,105,880
-285,582
68
$1.28B 0.28%
4,549,298
-733,141
69
$1.28B 0.28%
11,173,238
-2,111,740
70
$1.26B 0.27%
12,820,164
-1,267,470
71
$1.22B 0.27%
12,042,271
-2,291,950
72
$1.21B 0.26%
5,920,436
-1,497,345
73
$1.19B 0.26%
8,241,439
-2,462,643
74
$1.17B 0.25%
2,415,003
-658,040
75
$1.17B 0.25%
4,745,031
-971,113
1 2
3
4 5