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
$105B
AUM Growth
+$4.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,698
New
Increased
Reduced
Closed

Top Buys

1 +$294M
2 +$203M
3 +$202M
4
MSFT icon
Microsoft
MSFT
+$144M
5
YELP icon
Yelp
YELP
+$135M

Top Sells

1 +$286M
2 +$234M
3 +$200M
4
AGN
Allergan Inc
AGN
+$197M
5
CCI icon
Crown Castle
CCI
+$168M

Sector Composition

1 Healthcare 15.34%
2 Technology 14.8%
3 Financials 14.56%
4 Consumer Discretionary 9.63%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$92K ﹤0.01%
64,094
2527
$89K ﹤0.01%
17,797
2528
$88K ﹤0.01%
13
2529
$88K ﹤0.01%
+10,800
2530
$88K ﹤0.01%
29,300
2531
$87K ﹤0.01%
65,493
2532
$85K ﹤0.01%
2,246
2533
$85K ﹤0.01%
19,076
+4,200
2534
$85K ﹤0.01%
30,770
-109,630
2535
$84K ﹤0.01%
24,600
2536
$84K ﹤0.01%
13,199
2537
$83K ﹤0.01%
11,797
2538
$83K ﹤0.01%
23,394
2539
$83K ﹤0.01%
18,400
2540
$81K ﹤0.01%
28,321
2541
$80K ﹤0.01%
+1,975
2542
$77K ﹤0.01%
2,320
2543
$68K ﹤0.01%
32,799
2544
$66K ﹤0.01%
714
2545
$66K ﹤0.01%
2,760
2546
$65K ﹤0.01%
28,097
2547
$60K ﹤0.01%
4,729
2548
$57K ﹤0.01%
56,895
2549
$55K ﹤0.01%
16,298
2550
$53K ﹤0.01%
142,528
+41,220