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
$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
2451
-292
2452
-4,277
2453
0
2454
-15,000
2455
-13,492
2456
-8,115
2457
-11,653
2458
-18,583
2459
-343,955
2460
-6,797
2461
-13,400
2462
-36
2463
-3,333
2464
-879,224
2465
-16,978
2466
-4,351
2467
-8,200
2468
-14,371
2469
-8,868
2470
-7,743
2471
-106,710
2472
-20,616
2473
-22,191
2474
-8,952
2475
-3,803