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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
$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
-14,586
2427
-7,000
2428
-1,126
2429
-106,510
2430
-362,645
2431
-50,000
2432
-3,500
2433
-12,145
2434
-18,900
2435
-17,854
2436
-25,733
2437
-10,246
2438
-7,421
2439
-9,508
2440
-16,281
2441
-9,096
2442
-13,139
2443
-12,073
2444
-10,681
2445
-14,181
2446
-4,032
2447
-9,100
2448
-7,633
2449
-9,100
2450
-7,800