UBS AM

UBS AM Portfolio holdings

AUM $461B
1-Year Est. Return 27.37%
 

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
+27.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191B
AUM Growth
+$12.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,832
New
Increased
Reduced
Closed

Top Buys

1 +$778M
2 +$432M
3 +$423M
4
AAPL icon
Apple
AAPL
+$190M
5
PLD icon
Prologis
PLD
+$168M

Sector Composition

1 Technology 25.01%
2 Healthcare 15.34%
3 Financials 12.73%
4 Consumer Discretionary 9.85%
5 Industrials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2401
$176K ﹤0.01%
3,902
2402
$175K ﹤0.01%
20,855
2403
$175K ﹤0.01%
13,078
2404
$173K ﹤0.01%
18,107
2405
$173K ﹤0.01%
+29,293
2406
$169K ﹤0.01%
84,912
2407
$169K ﹤0.01%
96,878
2408
$168K ﹤0.01%
63,211
+20,642
2409
$166K ﹤0.01%
56,149
2410
$162K ﹤0.01%
76,593
+19,919
2411
$161K ﹤0.01%
10,768
2412
$159K ﹤0.01%
36,400
2413
$158K ﹤0.01%
31,431
+664
2414
$157K ﹤0.01%
+11,827
2415
$157K ﹤0.01%
12,892
2416
$152K ﹤0.01%
26,426
-13,117
2417
$152K ﹤0.01%
49,937
2418
$150K ﹤0.01%
+1,085
2419
$145K ﹤0.01%
+55,511
2420
$143K ﹤0.01%
77,937
+20,537
2421
$142K ﹤0.01%
12,222
2422
$140K ﹤0.01%
3,852
2423
$136K ﹤0.01%
43,234
-46,074
2424
$130K ﹤0.01%
13,062
2425
$128K ﹤0.01%
40,874