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
$233B
AUM Growth
-$27.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,909
New
Increased
Reduced
Closed

Top Buys

1 +$591M
2 +$542M
3 +$370M
4
BIDU icon
Baidu
BIDU
+$306M
5
NVDA icon
NVIDIA
NVDA
+$284M

Top Sells

1 +$758M
2 +$528M
3 +$521M
4
SHOP icon
Shopify
SHOP
+$467M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$403M

Sector Composition

1 Technology 27.74%
2 Healthcare 13.27%
3 Financials 12.04%
4 Consumer Discretionary 11.3%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$322K ﹤0.01%
46,000
2527
$321K ﹤0.01%
1,925
2528
$317K ﹤0.01%
3,269
2529
$315K ﹤0.01%
5,448
2530
$312K ﹤0.01%
41,011
2531
$312K ﹤0.01%
+1,142
2532
$312K ﹤0.01%
8,262
-5,078
2533
$310K ﹤0.01%
119,598
2534
$309K ﹤0.01%
24,572
2535
$308K ﹤0.01%
53,400
2536
$307K ﹤0.01%
7,972
2537
$306K ﹤0.01%
36,377
2538
$305K ﹤0.01%
1,628
-1,017
2539
$305K ﹤0.01%
8,690
2540
$300K ﹤0.01%
18,524
+2,424
2541
$298K ﹤0.01%
38,622
+6,871
2542
$298K ﹤0.01%
82,974
2543
$298K ﹤0.01%
57,700
2544
$298K ﹤0.01%
36,328
2545
$296K ﹤0.01%
44,107
2546
$294K ﹤0.01%
+14,566
2547
$293K ﹤0.01%
4,672
2548
$292K ﹤0.01%
1,140
2549
$291K ﹤0.01%
6,033
+27
2550
$291K ﹤0.01%
6,289