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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
$186B
AUM Growth
+$22.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,547
New
Increased
Reduced
Closed

Top Buys

1 +$2.79B
2 +$412M
3 +$200M
4
PPD
PPD, Inc. Common Stock
PPD
+$184M
5
INTU icon
Intuit
INTU
+$182M

Top Sells

1 +$1.43B
2 +$245M
3 +$161M
4
PPLI
People Inc
PPLI
+$114M
5
BIDU icon
Baidu
BIDU
+$110M

Sector Composition

1 Technology 24.43%
2 Consumer Discretionary 14.2%
3 Healthcare 13.11%
4 Financials 11.12%
5 Communication Services 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2451
-2,600
2452
-472,009
2453
-94,399
2454
-5,180
2455
-10,143
2456
-21,300
2457
-462,000
2458
-25,000
2459
-11,285
2460
-12,775
2461
-9,934
2462
-15,400
2463
-6,341
2464
-6,672
2465
-17,454
2466
-14,589
2467
-7,782
2468
-28,192
2469
-15,000
2470
-350,465
2471
-14,356
2472
-178,155
2473
-10,940
2474
-985,641
2475
-13,260