UBS AM

UBS AM Portfolio holdings

AUM $473B
1-Year Est. Return 27.08%
 

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
+27.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$77.5B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,451
New
Increased
Reduced
Closed

Top Buys

1 +$1.93B
2 +$1.36B
3 +$1.34B
4
MSFT icon
Microsoft
MSFT
+$1B
5
JPM icon
JPMorgan Chase
JPM
+$897M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.57%
2 Healthcare 13.73%
3 Technology 13.32%
4 Industrials 9.88%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$257K ﹤0.01%
+5,700
2052
$256K ﹤0.01%
+10,500
2053
$256K ﹤0.01%
+4,600
2054
$255K ﹤0.01%
+18,300
2055
$254K ﹤0.01%
+13,099
2056
$254K ﹤0.01%
+18,299
2057
$254K ﹤0.01%
+2,813
2058
$254K ﹤0.01%
+5,800
2059
$253K ﹤0.01%
+12,399
2060
$253K ﹤0.01%
+8,799
2061
$253K ﹤0.01%
+6,075
2062
$252K ﹤0.01%
+19,200
2063
$252K ﹤0.01%
+6,900
2064
$252K ﹤0.01%
+51,395
2065
$251K ﹤0.01%
+18,400
2066
$251K ﹤0.01%
+11,979
2067
$251K ﹤0.01%
+21,300
2068
$251K ﹤0.01%
+21,999
2069
$251K ﹤0.01%
+21,598
2070
$250K ﹤0.01%
+10,199
2071
$250K ﹤0.01%
+29,966
2072
$250K ﹤0.01%
+17,098
2073
$249K ﹤0.01%
+6,600
2074
$249K ﹤0.01%
+9,299
2075
$249K ﹤0.01%
+78,796