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UBS AM

UBS AM Portfolio holdings

AUM $481B
1-Year Est. Return 26.42%
 

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
+26.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101B
AUM Growth
+$1.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,630
New
Increased
Reduced
Closed

Top Buys

1 +$204M
2 +$163M
3 +$141M
4
BABA icon
Alibaba
BABA
+$137M
5
FCX icon
Freeport-McMoran
FCX
+$130M

Top Sells

1 +$196M
2 +$163M
3 +$144M
4
MA icon
Mastercard
MA
+$128M
5
PG icon
Procter & Gamble
PG
+$119M

Sector Composition

1 Healthcare 14.83%
2 Technology 14.48%
3 Financials 14.28%
4 Consumer Discretionary 9%
5 Industrials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2226
$237K ﹤0.01%
16,998
2227
$236K ﹤0.01%
7,524
2228
$236K ﹤0.01%
2,246
2229
$235K ﹤0.01%
16,500
2230
$235K ﹤0.01%
12,099
2231
$234K ﹤0.01%
14,000
2232
$234K ﹤0.01%
48,000
2233
$234K ﹤0.01%
15,600
2234
$234K ﹤0.01%
15,099
2235
$233K ﹤0.01%
9,599
2236
$233K ﹤0.01%
34,951
2237
$233K ﹤0.01%
4,100
2238
$233K ﹤0.01%
16,898
2239
$233K ﹤0.01%
3,650
+1,310
2240
$232K ﹤0.01%
24,200
2241
$232K ﹤0.01%
1,083
2242
$232K ﹤0.01%
3,700
2243
$232K ﹤0.01%
15,998
2244
$232K ﹤0.01%
10,200
2245
$231K ﹤0.01%
5,900
2246
$231K ﹤0.01%
36,820
+736
2247
$230K ﹤0.01%
19,198
2248
$229K ﹤0.01%
16,700
2249
$229K ﹤0.01%
29,095
2250
$229K ﹤0.01%
150