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
$241B
AUM Growth
+$7.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,816
New
Increased
Reduced
Closed

Top Buys

1 +$919M
2 +$576M
3 +$521M
4
PG icon
Procter & Gamble
PG
+$485M
5
SNAP icon
Snap
SNAP
+$412M

Top Sells

1 +$428M
2 +$350M
3 +$219M
4
MXIM
Maxim Integrated Products
MXIM
+$183M
5
ALXN
Alexion Pharmaceuticals
ALXN
+$183M

Sector Composition

1 Technology 26.21%
2 Healthcare 13.25%
3 Financials 13.07%
4 Consumer Discretionary 12.28%
5 Communication Services 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$377K ﹤0.01%
22,400
2527
$377K ﹤0.01%
22,695
2528
$373K ﹤0.01%
30,065
2529
$373K ﹤0.01%
25,109
2530
$370K ﹤0.01%
28,342
2531
$368K ﹤0.01%
60,406
2532
$367K ﹤0.01%
31,509
2533
$365K ﹤0.01%
53,537
-10,075
2534
$365K ﹤0.01%
9,400
2535
$362K ﹤0.01%
14,185
2536
$361K ﹤0.01%
16,656
2537
$357K ﹤0.01%
+54,600
2538
$356K ﹤0.01%
1,081
2539
$350K ﹤0.01%
58,650
2540
$346K ﹤0.01%
31,206
+18,082
2541
$346K ﹤0.01%
158,669
2542
$341K ﹤0.01%
10,225
2543
$340K ﹤0.01%
16,140
2544
$333K ﹤0.01%
10,857
2545
$332K ﹤0.01%
6,611
-2,837
2546
$332K ﹤0.01%
14,300
2547
$330K ﹤0.01%
91,500
2548
$329K ﹤0.01%
25,215
2549
$329K ﹤0.01%
91,129
2550
$328K ﹤0.01%
8,690
+402