UBS AM

UBS AM Portfolio holdings

AUM $473B
1-Year Est. Return 27.09%
 

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
+27.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.1B
AUM Growth
+$8.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,661
New
Increased
Reduced
Closed

Top Buys

1 +$190M
2 +$147M
3 +$138M
4
ADI icon
Analog Devices
ADI
+$130M
5
MRK icon
Merck
MRK
+$127M

Top Sells

1 +$180M
2 +$150M
3 +$139M
4
ACN icon
Accenture
ACN
+$117M
5
MCD icon
McDonald's
MCD
+$96.4M

Sector Composition

1 Technology 15.64%
2 Financials 14.72%
3 Healthcare 13.96%
4 Consumer Discretionary 10.11%
5 Communication Services 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2401
$504 ﹤0.01%
12
2402
-3,929
2403
-119
2404
-313
2405
-6,598
2406
-65,046
2407
-227,704
2408
-20,891
2409
-322,845
2410
-608
2411
-220
2412
-12,900
2413
-9,333
2414
-98
2415
-76,508
2416
-5
2417
-250
2418
-195
2419
-24,700
2420
-45
2421
-350
2422
-19,007
2423
-88
2424
-6,581
2425
-17,283