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
2301
$409K ﹤0.01%
97,395
2302
$408K ﹤0.01%
+21,400
2303
$405K ﹤0.01%
32,300
+2,100
2304
$404K ﹤0.01%
13,207
2305
$404K ﹤0.01%
22,400
2306
$397K ﹤0.01%
17,880
2307
$397K ﹤0.01%
9,581
-9,305
2308
$397K ﹤0.01%
+57,400
2309
$395K ﹤0.01%
+1,927
2310
$395K ﹤0.01%
61,000
+10,700
2311
$394K ﹤0.01%
25,222
2312
$394K ﹤0.01%
42,900
2313
$390K ﹤0.01%
+10,725
2314
$388K ﹤0.01%
1,110
2315
$386K ﹤0.01%
1,853
+615
2316
$385K ﹤0.01%
80,119
+2,107
2317
$381K ﹤0.01%
66,438
2318
$381K ﹤0.01%
26,337
2319
$377K ﹤0.01%
42,509
2320
$377K ﹤0.01%
+5,203
2321
$376K ﹤0.01%
6,891
+2,549
2322
$374K ﹤0.01%
5,634
2323
$373K ﹤0.01%
30,282
-1,348
2324
$371K ﹤0.01%
13,815
2325
$370K ﹤0.01%
15,125
+417