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
1076
$3.96M ﹤0.01%
43,776
+4,880
1077
$3.94M ﹤0.01%
29,088
+2,700
1078
$3.94M ﹤0.01%
190,026
+16,800
1079
$3.92M ﹤0.01%
142,340
-193,026
1080
$3.92M ﹤0.01%
34,787
-7,580
1081
$3.91M ﹤0.01%
85,797
+68,897
1082
$3.88M ﹤0.01%
67,293
+3,997
1083
$3.88M ﹤0.01%
47,012
+11,713
1084
$3.88M ﹤0.01%
188,252
-76,873
1085
$3.83M ﹤0.01%
862,664
+327,320
1086
$3.82M ﹤0.01%
238,100
+4,700
1087
$3.81M ﹤0.01%
69,359
+5,100
1088
$3.8M ﹤0.01%
34,241
+6,310
1089
$3.78M ﹤0.01%
73,801
+5,300
1090
$3.78M ﹤0.01%
266,982
+30,647
1091
$3.78M ﹤0.01%
35,979
+5,163
1092
$3.76M ﹤0.01%
+51,997
1093
$3.74M ﹤0.01%
112,922
+9,490
1094
$3.74M ﹤0.01%
51,171
+3,071
1095
$3.73M ﹤0.01%
136,591
+10,604
1096
$3.73M ﹤0.01%
32,304
+8,496
1097
$3.7M ﹤0.01%
236,912
+18,100
1098
$3.7M ﹤0.01%
117,246
+8,900
1099
$3.68M ﹤0.01%
177,104
+16,739
1100
$3.68M ﹤0.01%
74,729
+13,943