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
$87.5B
AUM Growth
+$6.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,643
New
Increased
Reduced
Closed

Top Buys

1 +$188M
2 +$182M
3 +$141M
4
AXP icon
American Express
AXP
+$138M
5
CMCSA icon
Comcast
CMCSA
+$116M

Top Sells

1 +$331M
2 +$303M
3 +$204M
4
GILD icon
Gilead Sciences
GILD
+$157M
5
AAPL icon
Apple
AAPL
+$150M

Sector Composition

1 Financials 14.6%
2 Healthcare 13.9%
3 Technology 13.4%
4 Industrials 10.1%
5 Consumer Discretionary 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2276
$213K ﹤0.01%
+9,200
2277
$213K ﹤0.01%
10,700
-7,700
2278
$213K ﹤0.01%
12,600
2279
$213K ﹤0.01%
21,098
-1,800
2280
$213K ﹤0.01%
4,800
-700
2281
$212K ﹤0.01%
+5,170
2282
$211K ﹤0.01%
+24,100
2283
$211K ﹤0.01%
+7,099
2284
$211K ﹤0.01%
5,586
-400
2285
$211K ﹤0.01%
+3,100
2286
$210K ﹤0.01%
+4,000
2287
$210K ﹤0.01%
+5,300
2288
$210K ﹤0.01%
+46,869
2289
$210K ﹤0.01%
+6,799
2290
$210K ﹤0.01%
+7,899
2291
$209K ﹤0.01%
7,999
-291
2292
$209K ﹤0.01%
82,190
+7,300
2293
$209K ﹤0.01%
12,900
2294
$209K ﹤0.01%
22,897
2295
$209K ﹤0.01%
62,695
2296
$208K ﹤0.01%
+5,300
2297
$208K ﹤0.01%
14,600
+1,600
2298
$208K ﹤0.01%
+8,100
2299
$207K ﹤0.01%
29,897
-15,300
2300
$206K ﹤0.01%
7,900
-600