UBS AM

UBS AM Portfolio holdings

AUM $391B
 

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.

AUM
$391B
AUM Growth
-$38.3B
Cap. Flow
-$15.8B
Cap. Flow %
-4.04%
Top 10 Hldgs %
23.54%
Holding
2,762
New
103
Increased
1,792
Reduced
647
Closed
94

Sector Composition

1Technology29.79%
2Financials14.84%
3Healthcare13.16%
4Communication Services8.89%
5Consumer Discretionary8.62%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$2480%668
-445,470
-100%
-$165K
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