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
1151
$3.2M ﹤0.01%
45,559
+14,587
1152
$3.19M ﹤0.01%
96,956
+15,835
1153
$3.18M ﹤0.01%
54,008
+6,700
1154
$3.18M ﹤0.01%
18,172
+1,500
1155
$3.17M ﹤0.01%
129,613
+9,202
1156
$3.17M ﹤0.01%
48,219
+17,046
1157
$3.16M ﹤0.01%
+119,279
1158
$3.15M ﹤0.01%
266,493
+6,493
1159
$3.14M ﹤0.01%
612,340
-193,825
1160
$3.14M ﹤0.01%
73,226
+5,800
1161
$3.14M ﹤0.01%
170,259
+16,824
1162
$3.13M ﹤0.01%
103,805
-71,912
1163
$3.13M ﹤0.01%
5,335
-173
1164
$3.13M ﹤0.01%
109,526
+24,095
1165
$3.13M ﹤0.01%
35,053
-2,318
1166
$3.12M ﹤0.01%
105,961
+9,961
1167
$3.1M ﹤0.01%
126,646
+10,100
1168
$3.1M ﹤0.01%
58,784
+4,100
1169
$3.09M ﹤0.01%
224,976
+5,091
1170
$3.07M ﹤0.01%
118,220
+7,889
1171
$3.06M ﹤0.01%
65,445
+6,100
1172
$3.06M ﹤0.01%
179,200
+65,162
1173
$3.05M ﹤0.01%
56,499
+3,652
1174
$3.05M ﹤0.01%
+306,974
1175
$3.04M ﹤0.01%
59,868
+17,771