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
$178B
AUM Growth
-$12.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,816
New
Increased
Reduced
Closed

Top Buys

1 +$412M
2 +$324M
3 +$310M
4
COP icon
ConocoPhillips
COP
+$262M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$237M

Top Sells

1 +$1.78B
2 +$326M
3 +$258M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$206M
5
UNH icon
UnitedHealth
UNH
+$198M

Sector Composition

1 Technology 25.86%
2 Healthcare 14.95%
3 Financials 12.09%
4 Consumer Discretionary 10.74%
5 Communication Services 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$156M 0.09%
3,562,546
-799,882
252
$156M 0.09%
1,687,428
-273,518
253
$155M 0.09%
3,274,824
-86,826
254
$155M 0.09%
9,336,001
-357,384
255
$155M 0.09%
1,644,735
-113,741
256
$154M 0.09%
41,730,485
-189,020
257
$153M 0.09%
989,338
-17,030
258
$153M 0.09%
6,630,523
-441,457
259
$152M 0.09%
1,763,732
+115,735
260
$151M 0.08%
3,190,766
-473,388
261
$150M 0.08%
906,372
+5,671
262
$149M 0.08%
2,744,617
+639,323
263
$149M 0.08%
3,381,472
+189,819
264
$148M 0.08%
813,406
+110,300
265
$148M 0.08%
12,362,348
+2,134,643
266
$148M 0.08%
2,211,795
+45,168
267
$147M 0.08%
1,202,164
+48,392
268
$147M 0.08%
4,359,014
-137,887
269
$147M 0.08%
1,244,646
+32,649
270
$147M 0.08%
1,618,995
+150,477
271
$146M 0.08%
1,389,571
-95,654
272
$143M 0.08%
5,414,441
-355,148
273
$143M 0.08%
1,053,744
+59,816
274
$143M 0.08%
591,748
+8,693
275
$143M 0.08%
2,332,182
-99,830