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
$191B
AUM Growth
-$42.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,911
New
Increased
Reduced
Closed

Top Buys

1 +$1.19B
2 +$275M
3 +$160M
4
V icon
Visa
V
+$159M
5
BZ icon
Kanzhun
BZ
+$148M

Top Sells

1 +$469M
2 +$297M
3 +$247M
4
MSFT icon
Microsoft
MSFT
+$239M
5
TRP icon
TC Energy
TRP
+$214M

Sector Composition

1 Technology 26.55%
2 Healthcare 15.22%
3 Financials 12.07%
4 Consumer Discretionary 10.14%
5 Communication Services 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2651
$98.5K ﹤0.01%
14,300
2652
$98.1K ﹤0.01%
210,592
2653
$94K ﹤0.01%
+14,900
2654
$92K ﹤0.01%
13,182
2655
$90.9K ﹤0.01%
69,926
2656
$85.8K ﹤0.01%
29,400
2657
$85.8K ﹤0.01%
15,634
2658
$84K ﹤0.01%
12,222
2659
$79.1K ﹤0.01%
+20,500
2660
$76.4K ﹤0.01%
+2,197
2661
$72.7K ﹤0.01%
3,394
2662
$72.5K ﹤0.01%
14,800
2663
$67.3K ﹤0.01%
52,600
2664
$66.9K ﹤0.01%
+2,047
2665
$66.4K ﹤0.01%
16,887
2666
$64.4K ﹤0.01%
28,895
2667
$60.1K ﹤0.01%
16,833
-24,094
2668
$59.7K ﹤0.01%
27,400
2669
$55.3K ﹤0.01%
12,200
2670
$51.2K ﹤0.01%
15,947
+2,347
2671
$48.2K ﹤0.01%
4,487
+51
2672
$47.5K ﹤0.01%
21,000
2673
$46.1K ﹤0.01%
41,500
2674
$40.5K ﹤0.01%
2,190
2675
$40.1K ﹤0.01%
+10,200