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
$261B
AUM Growth
+$19.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,969
New
Increased
Reduced
Closed

Top Buys

1 +$831M
2 +$823M
3 +$512M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$403M
5
BMI icon
Badger Meter
BMI
+$335M

Top Sells

1 +$1.44B
2 +$698M
3 +$629M
4
TMO icon
Thermo Fisher Scientific
TMO
+$505M
5
V icon
Visa
V
+$482M

Sector Composition

1 Technology 28.06%
2 Healthcare 12.84%
3 Consumer Discretionary 11.61%
4 Financials 11.33%
5 Communication Services 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2626
$253K ﹤0.01%
101,289
2627
$253K ﹤0.01%
15,600
-7,819
2628
$253K ﹤0.01%
28,448
2629
$252K ﹤0.01%
16,100
2630
$251K ﹤0.01%
+9,100
2631
$251K ﹤0.01%
55,292
2632
$251K ﹤0.01%
7,834
2633
$251K ﹤0.01%
21,207
2634
$249K ﹤0.01%
+31,000
2635
$248K ﹤0.01%
14,758
-2,745
2636
$246K ﹤0.01%
+7,113
2637
$244K ﹤0.01%
50,719
-5,317
2638
$243K ﹤0.01%
23,800
2639
$243K ﹤0.01%
12,900
2640
$242K ﹤0.01%
40,062
+3,544
2641
$242K ﹤0.01%
4,777
2642
$239K ﹤0.01%
7,586
2643
$239K ﹤0.01%
+10,100
2644
$239K ﹤0.01%
3,640
-331
2645
$238K ﹤0.01%
6,033
2646
$238K ﹤0.01%
+29,400
2647
$236K ﹤0.01%
6,364
+306
2648
$234K ﹤0.01%
5,425
2649
$234K ﹤0.01%
49,937
-3,600
2650
$230K ﹤0.01%
1,081