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
$234B
AUM Growth
+$7.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,858
New
Increased
Reduced
Closed

Top Buys

1 +$350M
2 +$315M
3 +$282M
4
EL icon
Estee Lauder
EL
+$281M
5
TUYA
Tuya Inc
TUYA
+$226M

Top Sells

1 +$3.36B
2 +$1.92B
3 +$1.08B
4
PG icon
Procter & Gamble
PG
+$638M
5
LMT icon
Lockheed Martin
LMT
+$424M

Sector Composition

1 Technology 25.73%
2 Healthcare 12.81%
3 Financials 12.8%
4 Consumer Discretionary 12.5%
5 Communication Services 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2626
$252K ﹤0.01%
+7,400
2627
$251K ﹤0.01%
+5,613
2628
$251K ﹤0.01%
5,425
+808
2629
$249K ﹤0.01%
5,171
-1,116
2630
$245K ﹤0.01%
+41,701
2631
$245K ﹤0.01%
4,777
+577
2632
$245K ﹤0.01%
3,803
2633
$245K ﹤0.01%
+4,077
2634
$244K ﹤0.01%
3,500
2635
$244K ﹤0.01%
+83
2636
$243K ﹤0.01%
5,320
+1,076
2637
$242K ﹤0.01%
915
+495
2638
$242K ﹤0.01%
+5,290
2639
$236K ﹤0.01%
7,358
+958
2640
$233K ﹤0.01%
10,600
2641
$233K ﹤0.01%
7,834
2642
$231K ﹤0.01%
13,033
+2,033
2643
$228K ﹤0.01%
4,778
-5,866
2644
$226K ﹤0.01%
+888
2645
$226K ﹤0.01%
23,500
2646
$224K ﹤0.01%
+22,022
2647
$221K ﹤0.01%
+51,349
2648
$220K ﹤0.01%
1,875
+1,128
2649
$220K ﹤0.01%
6,100
+569
2650
$219K ﹤0.01%
+5,100