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
2326
$368K ﹤0.01%
+10,260
2327
$368K ﹤0.01%
22,041
2328
$368K ﹤0.01%
12,060
2329
$363K ﹤0.01%
16,873
2330
$357K ﹤0.01%
33,512
+1,112
2331
$356K ﹤0.01%
36,102
2332
$354K ﹤0.01%
34,538
+5,384
2333
$353K ﹤0.01%
+41,900
2334
$353K ﹤0.01%
10,433
2335
$350K ﹤0.01%
16,930
+2,760
2336
$348K ﹤0.01%
6,657
2337
$348K ﹤0.01%
4,688
2338
$348K ﹤0.01%
29,200
+6,500
2339
$339K ﹤0.01%
6,930
2340
$336K ﹤0.01%
15,750
-13,302
2341
$334K ﹤0.01%
987
+22
2342
$333K ﹤0.01%
10,627
2343
$332K ﹤0.01%
+4,400
2344
$332K ﹤0.01%
+3,800
2345
$330K ﹤0.01%
14,398
2346
$323K ﹤0.01%
49,371
2347
$321K ﹤0.01%
2,200
2348
$316K ﹤0.01%
1,556
+673
2349
$314K ﹤0.01%
71,926
-6,226
2350
$312K ﹤0.01%
12,631
-147,885