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
$429B
AUM Growth
+$39.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,857
New
Increased
Reduced
Closed

Top Buys

1 +$3.29B
2 +$2.75B
3 +$2.26B
4
AMZN icon
Amazon
AMZN
+$1.79B
5
UNH icon
UnitedHealth
UNH
+$1.16B

Top Sells

1 +$1.19B
2 +$415M
3 +$288M
4
HDB icon
HDFC Bank
HDB
+$211M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$202M

Sector Composition

1 Technology 34.75%
2 Financials 12.99%
3 Consumer Discretionary 11.47%
4 Healthcare 10.94%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1926
$2.51M ﹤0.01%
157,977
+15,542
1927
$2.51M ﹤0.01%
67,394
+11,585
1928
$2.51M ﹤0.01%
+481,613
1929
$2.5M ﹤0.01%
139,705
-212,072
1930
$2.5M ﹤0.01%
67,547
+11,398
1931
$2.49M ﹤0.01%
69,999
+9,032
1932
$2.48M ﹤0.01%
37,301
+5,179
1933
$2.48M ﹤0.01%
263,124
+39,782
1934
$2.48M ﹤0.01%
137,810
-167,248
1935
$2.47M ﹤0.01%
176,381
+28,760
1936
$2.46M ﹤0.01%
92,308
+9,941
1937
$2.45M ﹤0.01%
194,034
+37,067
1938
$2.45M ﹤0.01%
146,709
+21,229
1939
$2.44M ﹤0.01%
77,115
+7,578
1940
$2.43M ﹤0.01%
140,324
+8,875
1941
$2.43M ﹤0.01%
106,804
+24,198
1942
$2.42M ﹤0.01%
74,135
+10,320
1943
$2.4M ﹤0.01%
125,229
+10,371
1944
$2.39M ﹤0.01%
18,030
+4,592
1945
$2.38M ﹤0.01%
27,842
-2,493
1946
$2.37M ﹤0.01%
81,630
+72
1947
$2.37M ﹤0.01%
130,860
+17,513
1948
$2.36M ﹤0.01%
66,459
+5,523
1949
$2.35M ﹤0.01%
72,714
+7,080
1950
$2.35M ﹤0.01%
42,902
+3,325