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
$233B
AUM Growth
-$27.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,909
New
Increased
Reduced
Closed

Top Buys

1 +$591M
2 +$542M
3 +$370M
4
BIDU icon
Baidu
BIDU
+$306M
5
NVDA icon
NVIDIA
NVDA
+$284M

Top Sells

1 +$758M
2 +$528M
3 +$521M
4
SHOP icon
Shopify
SHOP
+$467M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$403M

Sector Composition

1 Technology 27.74%
2 Healthcare 13.27%
3 Financials 12.04%
4 Consumer Discretionary 11.3%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2651
$163K ﹤0.01%
12,456
-9,541
2652
$155K ﹤0.01%
1,678
2653
$153K ﹤0.01%
29,400
2654
$145K ﹤0.01%
18,200
2655
$142K ﹤0.01%
32,800
2656
$141K ﹤0.01%
35,544
2657
$140K ﹤0.01%
24,377
2658
$138K ﹤0.01%
22,220
2659
$138K ﹤0.01%
92,514
2660
$137K ﹤0.01%
+12,130
2661
$134K ﹤0.01%
101,449
2662
$133K ﹤0.01%
14,300
2663
$130K ﹤0.01%
8,191
2664
$130K ﹤0.01%
180,790
2665
$128K ﹤0.01%
29,900
2666
$128K ﹤0.01%
12,805
2667
$127K ﹤0.01%
1,081
2668
$125K ﹤0.01%
10,232
2669
$120K ﹤0.01%
3,394
2670
$120K ﹤0.01%
87,695
2671
$120K ﹤0.01%
+15,794
2672
$119K ﹤0.01%
14,606
2673
$118K ﹤0.01%
12,222
2674
$117K ﹤0.01%
16,149
2675
$115K ﹤0.01%
1,173