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
$130B
AUM Growth
+$3.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,864
New
Increased
Reduced
Closed

Top Buys

1 +$414M
2 +$323M
3 +$173M
4
PEP icon
PepsiCo
PEP
+$166M
5
HDB icon
HDFC Bank
HDB
+$137M

Top Sells

1 +$599M
2 +$290M
3 +$264M
4
MON
Monsanto Co
MON
+$177M
5
HON icon
Honeywell
HON
+$162M

Sector Composition

1 Technology 17.64%
2 Financials 14.82%
3 Healthcare 12.48%
4 Consumer Discretionary 12.18%
5 Communication Services 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$72.8K ﹤0.01%
542
+449
2527
$70.4K ﹤0.01%
982
+299
2528
$69.7K ﹤0.01%
713
+13
2529
$66.1K ﹤0.01%
1,855
2530
$66.1K ﹤0.01%
8,352
2531
$65.2K ﹤0.01%
+1,516
2532
$63.7K ﹤0.01%
+2,709
2533
$63.4K ﹤0.01%
2,550
2534
$63K ﹤0.01%
1,410
-150
2535
$60.9K ﹤0.01%
19,400
2536
$59.6K ﹤0.01%
1,169
2537
$59.2K ﹤0.01%
1,735
+1,653
2538
$58.6K ﹤0.01%
442
+172
2539
$58.1K ﹤0.01%
+1,367
2540
$57.8K ﹤0.01%
+523
2541
$57.4K ﹤0.01%
+911
2542
$57K ﹤0.01%
2,621
+317
2543
$55.1K ﹤0.01%
+1,002
2544
$54.8K ﹤0.01%
1,656
2545
$53.6K ﹤0.01%
1,470
2546
$52.9K ﹤0.01%
911
+289
2547
$52.8K ﹤0.01%
496
+252
2548
$51.1K ﹤0.01%
+2,104
2549
$50.5K ﹤0.01%
438
2550
$48.7K ﹤0.01%
+1,170