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
$391B
AUM Growth
-$38.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,762
New
Increased
Reduced
Closed

Top Buys

1 +$957M
2 +$866M
3 +$692M
4
NVDA icon
NVIDIA
NVDA
+$639M
5
BABA icon
Alibaba
BABA
+$522M

Top Sells

1 +$20.3B
2 +$10.9B
3 +$1.64B
4
AMAT icon
Applied Materials
AMAT
+$1.09B
5
PLD icon
Prologis
PLD
+$1.03B

Sector Composition

1 Technology 29.67%
2 Financials 14.84%
3 Healthcare 13.16%
4 Communication Services 8.88%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$506K ﹤0.01%
93,332
+10,798
2502
$503K ﹤0.01%
47,452
-4,737
2503
$502K ﹤0.01%
+45,500
2504
$499K ﹤0.01%
56,267
+1,004
2505
$483K ﹤0.01%
+55,818
2506
$482K ﹤0.01%
49,414
+5,145
2507
$479K ﹤0.01%
284,924
+5,642
2508
$467K ﹤0.01%
17,300
2509
$456K ﹤0.01%
18,737
+2,122
2510
$454K ﹤0.01%
15,805
-98
2511
$453K ﹤0.01%
164,171
-38,572
2512
$452K ﹤0.01%
92,955
+1,900
2513
$452K ﹤0.01%
+15,868
2514
$447K ﹤0.01%
61,851
2515
$446K ﹤0.01%
12,399
+1,560
2516
$441K ﹤0.01%
159,052
+2,069
2517
$436K ﹤0.01%
212,619
-15,278
2518
$433K ﹤0.01%
3,300
-6,500
2519
$425K ﹤0.01%
37,176
2520
$423K ﹤0.01%
13,220
+972
2521
$422K ﹤0.01%
286,990
2522
$421K ﹤0.01%
17,450
2523
$420K ﹤0.01%
231,965
2524
$417K ﹤0.01%
276,044
+45,751
2525
$416K ﹤0.01%
32,448
+1,674