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
2426
-2,900
2427
-8,100
2428
-265,190
2429
-39,353
2430
-58,043
2431
-257
2432
-7,800
2433
-64
2434
-15
2435
-4,226
2436
-9,400
2437
-6,682
2438
-6,248
2439
-275
2440
-33,955
2441
-364,543
2442
-665,873
2443
-671
2444
-100
2445
-29,462
2446
-2,394
2447
-496
2448
-2,074
2449
-9,700
2450
-19