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
2551
$53K ﹤0.01%
60,996
2552
$51K ﹤0.01%
+1,510
2553
$46K ﹤0.01%
28,300
2554
$43K ﹤0.01%
4,370
2555
$34K ﹤0.01%
5,220
2556
$28K ﹤0.01%
20,300
-30,898
2557
$17K ﹤0.01%
44,800
2558
-9,600
2559
-13,920
2560
-2,347,205
2561
-5,267
2562
-17,500
2563
-24,474
2564
-28,200
2565
-7,350
2566
-146,937
2567
-3,022
2568
-27,952
2569
-95,218
2570
-34,700
2571
0
2572
-10,300
2573
-23,895
2574
-44,795
2575
-98,680