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
426
$58.9M 0.05%
463,309
+70,354
427
$58.9M 0.05%
1,299,697
+171,980
428
$58.8M 0.05%
634,785
+144,859
429
$58.5M 0.05%
227,951
+23,607
430
$58.5M 0.05%
1,968,088
+216,213
431
$58.3M 0.05%
2,384,987
-200,405
432
$58.2M 0.05%
1,105,975
-21,577
433
$57.7M 0.05%
1,621,015
+259,846
434
$57.4M 0.05%
1,344,892
+164,384
435
$56.7M 0.04%
1,782,762
+190,790
436
$56.7M 0.04%
912,788
+32,397
437
$56.6M 0.04%
295,480
+39,832
438
$56.5M 0.04%
189
+64
439
$56.2M 0.04%
1,856,280
+238,038
440
$56.1M 0.04%
1,246,379
+8,100
441
$56M 0.04%
241,341
+11,603
442
$56M 0.04%
558,550
+66,799
443
$56M 0.04%
527,226
+27,735
444
$55.8M 0.04%
1,010,432
-138,411
445
$55.6M 0.04%
705,944
+82,426
446
$55.6M 0.04%
942,602
+165,287
447
$55.5M 0.04%
1,931,205
-79,751
448
$55.4M 0.04%
605,742
+119,658
449
$54.9M 0.04%
1,492,600
+216,281
450
$54.9M 0.04%
404,731
+178,982