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
$139B
AUM Growth
-$24.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,602
New
Increased
Reduced
Closed

Top Buys

1 +$388M
2 +$291M
3 +$263M
4
AAPL icon
Apple
AAPL
+$220M
5
MDLZ icon
Mondelez International
MDLZ
+$210M

Top Sells

1 +$231M
2 +$178M
3 +$128M
4
CMCSA icon
Comcast
CMCSA
+$122M
5
PAYC icon
Paycom
PAYC
+$105M

Sector Composition

1 Technology 21.45%
2 Healthcare 14.46%
3 Consumer Discretionary 12.94%
4 Financials 12.31%
5 Communication Services 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2426
-7,421
2427
-9,508
2428
-16,281
2429
-9,096
2430
-13,139
2431
-12,073
2432
-10,681
2433
-14,181
2434
-4,032
2435
-9,100
2436
-7,633
2437
-9,100
2438
-7,800
2439
-15,860
2440
-9,500
2441
-7,800
2442
-9,498
2443
-14,406
2444
-9,457
2445
-2,200
2446
-5,512
2447
-4,978
2448
-19,261
2449
-11,817
2450
-8,208