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
976
$5.81M 0.01%
655,459
+17,000
977
$5.79M 0.01%
949,400
-61,000
978
$5.76M 0.01%
519,096
-2,602
979
$5.75M 0.01%
519,900
-656,050
980
$5.75M 0.01%
553,752
+15,600
981
$5.71M 0.01%
88,744
-54,103
982
$5.7M 0.01%
155,460
+102,679
983
$5.7M 0.01%
47,917
-147,617
984
$5.68M 0.01%
137,217
-22,233
985
$5.59M 0.01%
284,275
+25,295
986
$5.58M 0.01%
317,313
+28,608
987
$5.54M 0.01%
141,136
-162
988
$5.52M 0.01%
172,897
-47,060
989
$5.49M 0.01%
119,031
-37,091
990
$5.46M 0.01%
116,206
+3,565
991
$5.44M 0.01%
227,294
+25,930
992
$5.4M 0.01%
148,201
+141,801
993
$5.3M 0.01%
638,700
+3,300
994
$5.29M 0.01%
+159,965
995
$5.27M 0.01%
305,887
+183,893
996
$5.26M 0.01%
32,371
-92,962
997
$5.24M 0.01%
126,973
-32,367
998
$5.22M 0.01%
104,358
+11,000
999
$5.21M 0.01%
67,803
+5,200
1000
$5.16M ﹤0.01%
+248,647