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
926
$7.49M 0.01%
136,680
+27,224
927
$7.39M 0.01%
246,220
-5,295
928
$7.32M 0.01%
248,976
+104,497
929
$7.28M 0.01%
611,020
-3,457
930
$7.26M 0.01%
417,454
-231,276
931
$7.26M 0.01%
215,829
+3,772
932
$7.22M 0.01%
189,805
+26,731
933
$7.21M 0.01%
229,473
-39,117
934
$7.11M 0.01%
270,376
+24,416
935
$7.09M 0.01%
565,539
-3,107
936
$7.08M 0.01%
178,625
+16,091
937
$7.08M 0.01%
258,897
+6,215
938
$7.03M 0.01%
95,827
-5,977
939
$7.02M 0.01%
507,765
-8,635
940
$7.02M 0.01%
+1,235,820
941
$6.99M 0.01%
270,805
-3,395
942
$6.98M 0.01%
263,279
+202,483
943
$6.9M 0.01%
1,036,552
+32,449
944
$6.85M 0.01%
387,662
+17,620
945
$6.84M 0.01%
386,760
-1,037
946
$6.82M 0.01%
+170,903
947
$6.78M 0.01%
372,052
-347,173
948
$6.68M 0.01%
202,074
-31,640
949
$6.67M 0.01%
320,646
+11,640
950
$6.66M 0.01%
223,662
+23,389