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
2551
$328K ﹤0.01%
64,369
-480
2552
$327K ﹤0.01%
7,972
2553
$325K ﹤0.01%
34,888
2554
$318K ﹤0.01%
78,600
2555
$317K ﹤0.01%
6,293
-3,900
2556
$315K ﹤0.01%
15,334
+1,037
2557
$307K ﹤0.01%
28,448
+15,648
2558
$307K ﹤0.01%
30,437
2559
$305K ﹤0.01%
58,750
2560
$304K ﹤0.01%
9,735
-3,721
2561
$303K ﹤0.01%
50,596
+705
2562
$302K ﹤0.01%
7,906
-5,226
2563
$300K ﹤0.01%
16,100
2564
$299K ﹤0.01%
7,904
2565
$299K ﹤0.01%
3,817
2566
$297K ﹤0.01%
1,140
-6,439
2567
$297K ﹤0.01%
6,289
2568
$296K ﹤0.01%
42,211
2569
$294K ﹤0.01%
561,320
2570
$293K ﹤0.01%
4,672
2571
$293K ﹤0.01%
17,468
2572
$291K ﹤0.01%
14,800
2573
$290K ﹤0.01%
+2,900
2574
$286K ﹤0.01%
+5,046
2575
$286K ﹤0.01%
810