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
$206B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,677
New
Increased
Reduced
Closed

Top Buys

1 +$649K
2 +$109K
3 +$60.5K

Top Sells

1 +$22.6M
2 +$18.3M
3 +$17M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.96M
5
MDU icon
MDU Resources
MDU
+$5.43M

Sector Composition

1 Technology 28.09%
2 Healthcare 14.47%
3 Financials 11.1%
4 Consumer Discretionary 10.49%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
$130K ﹤0.01%
13,754
2552
$128K ﹤0.01%
31,431
2553
$128K ﹤0.01%
40,900
2554
$128K ﹤0.01%
43,234
2555
$126K ﹤0.01%
30,386
2556
$124K ﹤0.01%
12,610
2557
$124K ﹤0.01%
37,818
2558
$123K ﹤0.01%
39,287
2559
$123K ﹤0.01%
10,408
2560
$122K ﹤0.01%
11,029
2561
$121K ﹤0.01%
54,060
2562
$120K ﹤0.01%
39,000
2563
$120K ﹤0.01%
141,869
2564
$118K ﹤0.01%
80,385
2565
$118K ﹤0.01%
84,912
2566
$117K ﹤0.01%
96,878
2567
$114K ﹤0.01%
63,211
2568
$114K ﹤0.01%
10,608
2569
$113K ﹤0.01%
107,073
2570
$113K ﹤0.01%
252,438
+244,023
2571
$112K ﹤0.01%
12,777
2572
$112K ﹤0.01%
44,084
2573
$110K ﹤0.01%
67,732
2574
$107K ﹤0.01%
4,462
2575
$106K ﹤0.01%
39,600