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
$148B
AUM Growth
+$8.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,939
New
Increased
Reduced
Closed

Top Buys

1 +$485M
2 +$482M
3 +$390M
4
MA icon
Mastercard
MA
+$270M
5
CMCSA icon
Comcast
CMCSA
+$259M

Top Sells

1 +$225M
2 +$190M
3 +$179M
4
RHT
Red Hat Inc
RHT
+$166M
5
APC
Anadarko Petroleum
APC
+$108M

Sector Composition

1 Technology 18.8%
2 Financials 14.07%
3 Healthcare 13.13%
4 Consumer Discretionary 12.1%
5 Communication Services 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2601
$125K ﹤0.01%
2,090
2602
$123K ﹤0.01%
4,320
-151
2603
$123K ﹤0.01%
15,860
+5,600
2604
$123K ﹤0.01%
+19,195
2605
$123K ﹤0.01%
13,476
+3,260
2606
$122K ﹤0.01%
29,200
2607
$121K ﹤0.01%
18,969
+7,370
2608
$120K ﹤0.01%
3,795
-52
2609
$117K ﹤0.01%
49,540
+5,996
2610
$115K ﹤0.01%
22,420
+13,996
2611
$115K ﹤0.01%
35,267
+4,267
2612
$113K ﹤0.01%
626
-87
2613
$113K ﹤0.01%
29,767
+19,704
2614
$112K ﹤0.01%
+1,979
2615
$110K ﹤0.01%
3,918
+425
2616
$110K ﹤0.01%
936
2617
$108K ﹤0.01%
10,200
-600
2618
$106K ﹤0.01%
1,849
2619
$104K ﹤0.01%
48,801
-4,095
2620
$103K ﹤0.01%
+10,572
2621
$103K ﹤0.01%
26,622
+16,146
2622
$101K ﹤0.01%
3,648
+458
2623
$101K ﹤0.01%
20,141
+4,636
2624
$99.1K ﹤0.01%
1,324
2625
$98.8K ﹤0.01%
11,588
+1,214