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
+$15.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,771
New
Increased
Reduced
Closed

Top Buys

1 +$940M
2 +$911M
3 +$800M
4
PDD icon
Pinduoduo
PDD
+$336M
5
AMD icon
Advanced Micro Devices
AMD
+$289M

Top Sells

1 +$485M
2 +$301M
3 +$236M
4
VMW
VMware, Inc
VMW
+$205M
5
TSM icon
TSMC
TSM
+$143M

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
2601
$28.4K ﹤0.01%
15,000
2602
$27.8K ﹤0.01%
65,105
-28,974
2603
$21.4K ﹤0.01%
16,887
2604
$13.9K ﹤0.01%
+400
2605
$12.7K ﹤0.01%
1,067
2606
$12.4K ﹤0.01%
40,749
2607
$11.1K ﹤0.01%
+39
2608
$8.45K ﹤0.01%
+66
2609
$2.77K ﹤0.01%
+375
2610
-10,500
2611
-28,026
2612
-15,706
2613
-34,000
2614
-21,390
2615
-857
2616
-55,511
2617
-6,100
2618
-48,376
2619
-2,913
2620
-7,300
2621
-8,100
2622
-9,402
2623
-6,503
2624
-23,786
2625
-2,467