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
2676
$113K ﹤0.01%
10,100
2677
$110K ﹤0.01%
+27,400
2678
$109K ﹤0.01%
14,100
2679
$108K ﹤0.01%
40,900
2680
$107K ﹤0.01%
+17,363
2681
$107K ﹤0.01%
48
2682
$107K ﹤0.01%
+15,199
2683
$100K ﹤0.01%
688
2684
$99.4K ﹤0.01%
+21,756
2685
$99.4K ﹤0.01%
21,800
2686
$98.5K ﹤0.01%
13,857
+1,757
2687
$96K ﹤0.01%
13,600
2688
$93.7K ﹤0.01%
12,000
2689
$92.8K ﹤0.01%
30,846
2690
$92.5K ﹤0.01%
12,200
2691
$87.4K ﹤0.01%
2,190
-1,020
2692
$84.1K ﹤0.01%
11,300
2693
$76.3K ﹤0.01%
16,887
2694
$75.7K ﹤0.01%
28,895
2695
$74.2K ﹤0.01%
12,800
2696
$73.8K ﹤0.01%
11,236
2697
$72.1K ﹤0.01%
8,350
2698
$71.6K ﹤0.01%
21,000
2699
$69.6K ﹤0.01%
13,033
2700
$68.9K ﹤0.01%
4,100