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
$391B
AUM Growth
-$38.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,762
New
Increased
Reduced
Closed

Top Buys

1 +$957M
2 +$866M
3 +$692M
4
NVDA icon
NVIDIA
NVDA
+$639M
5
BABA icon
Alibaba
BABA
+$522M

Top Sells

1 +$20.3B
2 +$10.9B
3 +$1.64B
4
AMAT icon
Applied Materials
AMAT
+$1.09B
5
PLD icon
Prologis
PLD
+$1.03B

Sector Composition

1 Technology 29.67%
2 Financials 14.84%
3 Healthcare 13.16%
4 Communication Services 8.88%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
$317K ﹤0.01%
6,769
2552
$307K ﹤0.01%
+6,000
2553
$306K ﹤0.01%
9,040
2554
$304K ﹤0.01%
33,593
-2,157
2555
$288K ﹤0.01%
7,990
-6,191
2556
$277K ﹤0.01%
11,232
-8,631
2557
$276K ﹤0.01%
+3,665
2558
$272K ﹤0.01%
39,373
+15,434
2559
$271K ﹤0.01%
9,693
-9,387
2560
$267K ﹤0.01%
45,621
-39,423
2561
$267K ﹤0.01%
+117,052
2562
$265K ﹤0.01%
11,627
-320,721
2563
$264K ﹤0.01%
48,781
2564
$261K ﹤0.01%
205,782
2565
$252K ﹤0.01%
44,264
+2,269
2566
$248K ﹤0.01%
+3,898
2567
$247K ﹤0.01%
312,852
+51,102
2568
$246K ﹤0.01%
10,983
2569
$239K ﹤0.01%
4,634
-2,330
2570
$235K ﹤0.01%
8,956
-11,142
2571
$235K ﹤0.01%
81,358
2572
$230K ﹤0.01%
8,780
-4,999
2573
$222K ﹤0.01%
+20,778
2574
$221K ﹤0.01%
103,410
2575
$215K ﹤0.01%
4,208
-3,416