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
2601
$252K ﹤0.01%
10,600
2602
$252K ﹤0.01%
8,975
2603
$250K ﹤0.01%
7,609
2604
$247K ﹤0.01%
11,068
2605
$246K ﹤0.01%
64,607
2606
$242K ﹤0.01%
7,586
2607
$241K ﹤0.01%
+7,514
2608
$240K ﹤0.01%
9,357
2609
$239K ﹤0.01%
6,646
-4,096
2610
$239K ﹤0.01%
5,425
2611
$238K ﹤0.01%
11,100
-7,048
2612
$235K ﹤0.01%
+9,556
2613
$235K ﹤0.01%
12,900
2614
$233K ﹤0.01%
2,487
2615
$233K ﹤0.01%
3,803
2616
$232K ﹤0.01%
7,614
2617
$230K ﹤0.01%
22,220
2618
$230K ﹤0.01%
13,167
2619
$229K ﹤0.01%
7,337
2620
$229K ﹤0.01%
4,778
2621
$229K ﹤0.01%
64,461
2622
$227K ﹤0.01%
7,834
2623
$225K ﹤0.01%
+3,649
2624
$221K ﹤0.01%
36,518
+897
2625
$220K ﹤0.01%
+9,252