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
$87.5B
AUM Growth
+$6.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,643
New
Increased
Reduced
Closed

Top Buys

1 +$189M
2 +$180M
3 +$152M
4
AXP icon
American Express
AXP
+$152M
5
CMCSA icon
Comcast
CMCSA
+$126M

Top Sells

1 +$346M
2 +$300M
3 +$223M
4
GILD icon
Gilead Sciences
GILD
+$170M
5
AAPL icon
Apple
AAPL
+$159M

Sector Composition

1 Financials 14.6%
2 Healthcare 13.9%
3 Technology 13.46%
4 Industrials 10.04%
5 Consumer Discretionary 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
-56,064
2527
-14,100
2528
-5,999
2529
-14,399
2530
-14,299
2531
-18,399
2532
-7,100
2533
-10,072
2534
-448
2535
-23,595
2536
-17,399
2537
-593
2538
-274,306
2539
-3,300
2540
-12,305
2541
-14,199
2542
-1,477
2543
-27,325
2544
-20,772
2545
-30,800
2546
-22,988
2547
-216,000
2548
-1,643
2549
-5
2550
-18,799