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
$87.7B
AUM Growth
-$2.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,807
New
Increased
Reduced
Closed

Top Buys

1 +$1.29B
2 +$1.02B
3 +$198M
4
PRGO icon
Perrigo
PRGO
+$142M
5
COO icon
Cooper Companies
COO
+$138M

Top Sells

1 +$703M
2 +$227M
3 +$185M
4
XOM icon
Exxon Mobil
XOM
+$176M
5
LNKD
LinkedIn Corporation
LNKD
+$150M

Sector Composition

1 Healthcare 16.88%
2 Financials 14.42%
3 Technology 14.1%
4 Consumer Discretionary 10.24%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2601
$88K ﹤0.01%
18,399
2602
$86K ﹤0.01%
11,193
-283,300
2603
$85K ﹤0.01%
26,700
2604
$83K ﹤0.01%
12,800
2605
$82K ﹤0.01%
80,658
2606
$76K ﹤0.01%
+10,000
2607
$74K ﹤0.01%
11,797
2608
$74K ﹤0.01%
11,998
2609
$73K ﹤0.01%
28,321
-9,023
2610
$72K ﹤0.01%
16,200
2611
$71K ﹤0.01%
4,165
-7,058
2612
$71K ﹤0.01%
2,600
2613
$60K ﹤0.01%
119,893
2614
$59K ﹤0.01%
+10,600
2615
$58K ﹤0.01%
24,998
2616
$57K ﹤0.01%
24,100
2617
$55K ﹤0.01%
+10,900
2618
$55K ﹤0.01%
+10,800
2619
$53K ﹤0.01%
25,685
-52,298
2620
$52K ﹤0.01%
13,599
2621
$48K ﹤0.01%
+13,800
2622
$48K ﹤0.01%
+10,975
2623
$47K ﹤0.01%
+13,000
2624
$41K ﹤0.01%
84,267
-103,395
2625
$40K ﹤0.01%
38,065
-38,671