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
$191B
AUM Growth
-$42.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,911
New
Increased
Reduced
Closed

Top Buys

1 +$1.19B
2 +$275M
3 +$160M
4
V icon
Visa
V
+$159M
5
BZ icon
Kanzhun
BZ
+$148M

Top Sells

1 +$469M
2 +$297M
3 +$247M
4
MSFT icon
Microsoft
MSFT
+$239M
5
TRP icon
TC Energy
TRP
+$214M

Sector Composition

1 Technology 26.55%
2 Healthcare 15.22%
3 Financials 12.07%
4 Consumer Discretionary 10.14%
5 Communication Services 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$272K ﹤0.01%
69,628
-4,520
2502
$271K ﹤0.01%
6,293
-3,900
2503
$269K ﹤0.01%
6,034
-3,366
2504
$267K ﹤0.01%
56,200
+44,900
2505
$267K ﹤0.01%
87,797
-49
2506
$266K ﹤0.01%
+6,567
2507
$264K ﹤0.01%
+15,109
2508
$263K ﹤0.01%
+11,775
2509
$263K ﹤0.01%
4,300
-2,680
2510
$262K ﹤0.01%
11,700
2511
$259K ﹤0.01%
25,904
+4,697
2512
$259K ﹤0.01%
24,368
2513
$258K ﹤0.01%
32,664
2514
$257K ﹤0.01%
13,529
-10,591
2515
$256K ﹤0.01%
13,745
-1,276
2516
$255K ﹤0.01%
51,130
-4,066
2517
$254K ﹤0.01%
16,222
-4
2518
$254K ﹤0.01%
53,092
-15,477
2519
$253K ﹤0.01%
1,140
2520
$252K ﹤0.01%
+55,700
2521
$252K ﹤0.01%
45,442
+31,542
2522
$251K ﹤0.01%
113,213
+30,800
2523
$251K ﹤0.01%
38,418
2524
$250K ﹤0.01%
13,078
2525
$249K ﹤0.01%
64,800
-13,500