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
$127B
AUM Growth
+$8.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,726
New
Increased
Reduced
Closed

Top Buys

1 +$351M
2 +$316M
3 +$310M
4
CRM icon
Salesforce
CRM
+$251M
5
AAPL icon
Apple
AAPL
+$228M

Sector Composition

1 Technology 16.97%
2 Financials 15.78%
3 Healthcare 12.11%
4 Consumer Discretionary 11.64%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$62.4M 0.05%
1,294,525
+152,992
402
$62.4M 0.05%
308,108
+40,495
403
$62.3M 0.05%
360,898
+52,383
404
$62.3M 0.05%
274,423
+7,975
405
$62.3M 0.05%
2,521,592
+1,704,708
406
$61.7M 0.05%
715,925
+121,469
407
$61.5M 0.05%
810,158
+107,920
408
$61.3M 0.05%
2,114,277
+324,357
409
$61.3M 0.05%
817,876
+96,982
410
$61.1M 0.05%
216,366
+25,652
411
$60.9M 0.05%
1,050,150
+138,420
412
$60.7M 0.05%
665,820
+139,166
413
$60.7M 0.05%
2,236,190
+446,758
414
$60.3M 0.05%
643,649
+165,340
415
$60.3M 0.05%
609,196
+85,597
416
$60.2M 0.05%
642,513
+84,747
417
$60.2M 0.05%
384,008
+31,911
418
$60.1M 0.05%
827,029
+88,501
419
$60.1M 0.05%
2,323,192
+294,909
420
$60M 0.05%
2,104,077
+221,361
421
$59.6M 0.05%
3,625,599
+573,702
422
$59.6M 0.05%
1,174,173
+237,445
423
0
424
$59.4M 0.05%
1,507,100
+151,462
425
$59.2M 0.05%
746,330
+93,198