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
$234B
AUM Growth
+$7.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,858
New
Increased
Reduced
Closed

Top Buys

1 +$350M
2 +$315M
3 +$282M
4
EL icon
Estee Lauder
EL
+$281M
5
TUYA
Tuya Inc
TUYA
+$226M

Top Sells

1 +$3.36B
2 +$1.92B
3 +$1.08B
4
PG icon
Procter & Gamble
PG
+$638M
5
LMT icon
Lockheed Martin
LMT
+$424M

Sector Composition

1 Technology 25.73%
2 Healthcare 12.81%
3 Financials 12.8%
4 Consumer Discretionary 12.5%
5 Communication Services 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$483K ﹤0.01%
+29,143
2502
$483K ﹤0.01%
13,787
-44,340
2503
$480K ﹤0.01%
30,690
-97,056
2504
$479K ﹤0.01%
19,981
+9,700
2505
$476K ﹤0.01%
42,754
-1,544
2506
$475K ﹤0.01%
21,871
+9,289
2507
$474K ﹤0.01%
+10,742
2508
$472K ﹤0.01%
+799
2509
$472K ﹤0.01%
+22,695
2510
$470K ﹤0.01%
+38,346
2511
$469K ﹤0.01%
27,544
+2,322
2512
$467K ﹤0.01%
+561,320
2513
$466K ﹤0.01%
37,522
+3,122
2514
$465K ﹤0.01%
+43,300
2515
$459K ﹤0.01%
13,815
2516
$449K ﹤0.01%
28,643
+2,899
2517
$447K ﹤0.01%
+2,283
2518
$446K ﹤0.01%
19,821
+10,025
2519
$446K ﹤0.01%
18,977
-1,021
2520
$446K ﹤0.01%
+35,621
2521
$444K ﹤0.01%
49,891
-5,805
2522
$440K ﹤0.01%
47,889
+27,989
2523
$440K ﹤0.01%
9,537
+4,431
2524
$438K ﹤0.01%
30,519
+10,148
2525
$438K ﹤0.01%
10,725