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
$148B
AUM Growth
+$8.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,939
New
Increased
Reduced
Closed

Top Buys

1
+$485M
2
+$482M
3
+$390M
4
MA icon
Mastercard
MA
+$270M
5
CMCSA icon
Comcast
CMCSA
+$259M

Top Sells

1
+$225M
2
+$190M
3
+$179M
4
RHT
Red Hat Inc
RHT
+$166M
5
APC
Anadarko Petroleum
APC
+$108M

Sector Composition

1 Technology 18.8%
2 Financials 14.07%
3 Healthcare 13.13%
4 Consumer Discretionary 12.1%
5 Communication Services 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$899M 0.61%
14,899,807
-353,806
27
$878M 0.59%
30,098,382
-1,743,570
28
$876M 0.59%
10,469,331
+567,697
29
$875M 0.59%
4,207,998
-48,189
30
$862M 0.58%
2,959,111
+835,346
31
$842M 0.57%
16,697,441
-421,245
32
$837M 0.56%
7,702,236
+1,844,113
33
$802M 0.54%
6,263,884
+1,453,069
34
$769M 0.52%
6,501,264
+844,423
35
$753M 0.51%
12,936,108
+2,838,624
36
$749M 0.5%
10,848,376
+620,178
37
$739M 0.5%
21,672,524
-704,173
38
$731M 0.49%
6,165,939
-169,771
39
$698M 0.47%
6,742,706
+836,474
40
$697M 0.47%
4,696,782
+449,900
41
$674M 0.45%
3,138,987
-3,971
42
$669M 0.45%
7,128,266
+235,422
43
$661M 0.45%
3,435,595
-63,498
44
$639M 0.43%
23,144,610
+4,215,130
45
$626M 0.42%
15,813,555
+31,023
46
$613M 0.41%
4,923,709
+1,325,983
47
$598M 0.4%
5,979,960
+1,038,354
48
$577M 0.39%
4,151,302
-14,214
49
$563M 0.38%
3,488,553
+833,886
50
$562M 0.38%
1,477,051
-202,948
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2
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