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UBS AM

UBS AM Portfolio holdings

AUM $481B
1-Year Est. Return 26.42%
 

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
+26.42%
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
-4,409
2403
-7,038
2404
-659,221
2405
-150,107
2406
-608
2407
-220
2408
-52,186
2409
-160,237
2410
-46,811
2411
-25
2412
-245,368
2413
-350
2414
-19,007
2415
-88
2416
-6,581
2417
-17,283
2418
-2,900
2419
-8,100
2420
-265,190
2421
-39,353
2422
-58,043
2423
-257
2424
-7,800
2425
-9,333