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
$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
IAC icon
IAC Inc
IAC
+$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
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2452
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2453
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2454
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2455
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2456
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2457
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2458
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2459
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2460
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2461
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2462
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2463
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2464
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2465
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2466
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2467
-7,782
2468
-28,192
2469
-15,000
2470
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2471
-14,356
2472
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2473
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2474
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2475
-13,260