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
$104B
AUM Growth
+$704M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,778
New
Increased
Reduced
Closed

Top Buys

1 +$194M
2 +$163M
3 +$136M
4
MMM icon
3M
MMM
+$126M
5
META icon
Meta Platforms (Facebook)
META
+$111M

Top Sells

1 +$316M
2 +$238M
3 +$136M
4
CRM icon
Salesforce
CRM
+$132M
5
YELP icon
Yelp
YELP
+$129M

Sector Composition

1 Healthcare 17.28%
2 Financials 14.69%
3 Technology 14.25%
4 Consumer Discretionary 9.55%
5 Industrials 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2301
$301K ﹤0.01%
6,300
2302
$301K ﹤0.01%
8,999
+1,700
2303
$301K ﹤0.01%
17,698
+600
2304
$301K ﹤0.01%
24,498
+1,100
2305
$300K ﹤0.01%
17,399
+600
2306
$300K ﹤0.01%
11,500
+400
2307
$299K ﹤0.01%
+7,800
2308
$299K ﹤0.01%
15,799
+500
2309
$299K ﹤0.01%
15,777
-361,600
2310
$298K ﹤0.01%
9,000
+300
2311
$298K ﹤0.01%
16,099
+3,800
2312
$298K ﹤0.01%
740
2313
$298K ﹤0.01%
11,199
+900
2314
$298K ﹤0.01%
+6,800
2315
$298K ﹤0.01%
48,797
+1,400
2316
$297K ﹤0.01%
14,217
2317
$297K ﹤0.01%
4,339
-1,100
2318
$297K ﹤0.01%
14,599
+3,000
2319
$297K ﹤0.01%
10,200
+300
2320
$296K ﹤0.01%
16,899
+1,500
2321
$296K ﹤0.01%
19,000
+800
2322
$296K ﹤0.01%
9,700
+300
2323
$294K ﹤0.01%
1,029
+46
2324
$294K ﹤0.01%
13,297
+2,500
2325
$294K ﹤0.01%
11,699
+2,700