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
$213B
AUM Growth
+$27.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,636
New
Increased
Reduced
Closed

Top Buys

1 +$438M
2 +$402M
3 +$294M
4
MSFT icon
Microsoft
MSFT
+$269M
5
WFC icon
Wells Fargo
WFC
+$235M

Top Sells

1 +$384M
2 +$372M
3 +$342M
4
TMO icon
Thermo Fisher Scientific
TMO
+$289M
5
GPN icon
Global Payments
GPN
+$287M

Sector Composition

1 Technology 25.1%
2 Consumer Discretionary 13.57%
3 Healthcare 12.46%
4 Financials 11.55%
5 Communication Services 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2176
$599K ﹤0.01%
29,393
+10,047
2177
$599K ﹤0.01%
16,484
2178
$599K ﹤0.01%
9,015
2179
$598K ﹤0.01%
23,001
2180
$597K ﹤0.01%
+11,500
2181
$596K ﹤0.01%
+19,900
2182
$595K ﹤0.01%
+33,987
2183
$594K ﹤0.01%
+9,827
2184
$594K ﹤0.01%
+38,443
2185
$593K ﹤0.01%
39,769
-12,803
2186
$593K ﹤0.01%
43,938
2187
$592K ﹤0.01%
9,664
+3,339
2188
$591K ﹤0.01%
135,764
-2,573
2189
$590K ﹤0.01%
17,492
-8,155
2190
$590K ﹤0.01%
12,967
2191
$589K ﹤0.01%
69,685
2192
$588K ﹤0.01%
+19,000
2193
$587K ﹤0.01%
+102,800
2194
$585K ﹤0.01%
56,800
2195
$583K ﹤0.01%
+26,200
2196
$582K ﹤0.01%
211,140
-61,800
2197
$580K ﹤0.01%
+18,970
2198
$578K ﹤0.01%
3,874
-291
2199
$572K ﹤0.01%
52,672
2200
$571K ﹤0.01%
28,561
+11,020