UBS AM

UBS AM Portfolio holdings

AUM $461B
1-Year Est. Return 27.37%
 

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 Quarter Est. Return
1 Year Est. Return
+27.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.9B
AUM Growth
+$4.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,676
New
Increased
Reduced
Closed

Top Buys

1 +$379M
2 +$293M
3 +$166M
4
VZ icon
Verizon
VZ
+$153M
5
FTV icon
Fortive
FTV
+$142M

Top Sells

1 +$192M
2 +$180M
3 +$165M
4
EMC
EMC CORPORATION
EMC
+$151M
5
AMGN icon
Amgen
AMGN
+$116M

Sector Composition

1 Healthcare 15.26%
2 Technology 15.17%
3 Financials 13.08%
4 Consumer Discretionary 10.57%
5 Communication Services 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$114K ﹤0.01%
18,000
2502
$113K ﹤0.01%
13,100
2503
$113K ﹤0.01%
13,700
2504
$113K ﹤0.01%
19,832
2505
$112K ﹤0.01%
10,900
2506
$112K ﹤0.01%
11,998
2507
$111K ﹤0.01%
15,699
2508
$110K ﹤0.01%
2,624
2509
$109K ﹤0.01%
3,040
2510
$107K ﹤0.01%
536
2511
$107K ﹤0.01%
46,106
+6,267
2512
$105K ﹤0.01%
1,046
-494
2513
$102K ﹤0.01%
700
2514
$101K ﹤0.01%
58,800
2515
$100K ﹤0.01%
34,831
-694
2516
$96K ﹤0.01%
17,200
2517
$95K ﹤0.01%
10,603
2518
$94K ﹤0.01%
43,596
-203,868
2519
$92K ﹤0.01%
16,699
2520
$91K ﹤0.01%
32,799
2521
$91K ﹤0.01%
21,800
2522
$88K ﹤0.01%
28,349
2523
$83K ﹤0.01%
13,798
2524
$77K ﹤0.01%
+12,200
2525
$76K ﹤0.01%
2,850