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
$87.7B
AUM Growth
-$2.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,807
New
Increased
Reduced
Closed

Top Buys

1 +$1.29B
2 +$1.02B
3 +$198M
4
PRGO icon
Perrigo
PRGO
+$142M
5
COO icon
Cooper Companies
COO
+$138M

Top Sells

1 +$703M
2 +$227M
3 +$185M
4
XOM icon
Exxon Mobil
XOM
+$176M
5
LNKD
LinkedIn Corporation
LNKD
+$150M

Sector Composition

1 Healthcare 16.88%
2 Financials 14.42%
3 Technology 14.1%
4 Consumer Discretionary 10.24%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$66.7M 0.08%
1,005,085
-209,981
277
$66.2M 0.08%
1,408,416
-208,554
278
$66.1M 0.08%
1,731,453
-71,531
279
$66M 0.08%
667,595
-142,701
280
$65.7M 0.07%
358,618
-10,714
281
$65.6M 0.07%
1,645,173
-84,488
282
$65.5M 0.07%
345,626
-71,201
283
$65.3M 0.07%
470,850
-105,749
284
$65M 0.07%
3,844,395
-786,720
285
$64.1M 0.07%
1,325,156
-161,183
286
$63.6M 0.07%
282,422
-666,189
287
$63.4M 0.07%
4,249,406
-822,892
288
$63.2M 0.07%
2,716,545
-27,834
289
$62.9M 0.07%
7,273,560
-1,359,993
290
$62.8M 0.07%
1,622,760
-212,993
291
$62.4M 0.07%
5,272,228
-9,804,089
292
$61.7M 0.07%
3,304,300
-595,196
293
$61.4M 0.07%
329,034
-18,714
294
$61.4M 0.07%
1,361,920
+66,995
295
$61.2M 0.07%
1,849,172
-158,196
296
$61.2M 0.07%
1,164,958
-174,343
297
$60.8M 0.07%
707,512
+42,882
298
$59.9M 0.07%
2,379,480
-282,852
299
$59.8M 0.07%
880,528
-141,066
300
$59.5M 0.07%
6,194,103
+1,411,766