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
376
$96.9M 0.05%
288,575
+16,870
377
$96.8M 0.05%
788,492
-3,647
378
$96.8M 0.05%
435,321
+28,037
379
$96.5M 0.05%
947,501
+5,129
380
$96.2M 0.05%
999,036
-136,222
381
$95.9M 0.05%
753,025
+64,586
382
$95.7M 0.05%
2,295,346
-104,433
383
$95.5M 0.05%
1,115,782
-49,374
384
$94.9M 0.05%
391,696
-11,634
385
$94.6M 0.05%
1,877,900
-1,177,384
386
$94.6M 0.05%
957,152
+125,657
387
$94.5M 0.05%
810,447
-57,215
388
$93.5M 0.05%
2,925,926
-336,277
389
$93M 0.05%
1,557,183
-226,262
390
$92.5M 0.05%
399,428
+30,189
391
$92.4M 0.05%
+787,206
392
$91.8M 0.05%
2,788,473
+848,717
393
$91.7M 0.05%
26,740,557
+173,514
394
$91.3M 0.05%
1,028,297
-11,304
395
$90.7M 0.05%
3,106,542
-140,640
396
$90.7M 0.05%
1,185,087
+16,560
397
$90.5M 0.05%
670,060
+15,643
398
$89.9M 0.05%
3,379,576
-90,372
399
$89.8M 0.05%
1,905,935
+453,789
400
$89.5M 0.05%
619,854
+68,932