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
2401
$249K ﹤0.01%
9,112
-1
2402
$249K ﹤0.01%
+6,287
2403
$249K ﹤0.01%
13,500
2404
$247K ﹤0.01%
88,080
2405
$246K ﹤0.01%
+12,200
2406
$246K ﹤0.01%
1,190
2407
$244K ﹤0.01%
+12,966
2408
$243K ﹤0.01%
14,800
2409
$242K ﹤0.01%
5,531
-177
2410
$242K ﹤0.01%
+8,700
2411
$240K ﹤0.01%
+7,500
2412
$239K ﹤0.01%
16,899
2413
$239K ﹤0.01%
11,500
-181,573
2414
$238K ﹤0.01%
12,800
2415
$238K ﹤0.01%
+12,400
2416
$237K ﹤0.01%
7,659
2417
$235K ﹤0.01%
3,095
2418
$233K ﹤0.01%
837
+447
2419
$232K ﹤0.01%
3,803
2420
$232K ﹤0.01%
12,582
2421
$232K ﹤0.01%
14,216
2422
$231K ﹤0.01%
5,339
-132,404
2423
$227K ﹤0.01%
3,500
2424
$222K ﹤0.01%
+7,542
2425
$219K ﹤0.01%
+9,070