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
$226B
AUM Growth
+$12.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,664
New
Increased
Reduced
Closed

Top Buys

1
+$792M
2
+$300M
3
+$281M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$260M
5
NVDA icon
NVIDIA
NVDA
+$258M

Top Sells

1
+$329M
2
+$321M
3
+$294M
4
CHTR icon
Charter Communications
CHTR
+$226M
5
KO icon
Coca-Cola
KO
+$216M

Sector Composition

1 Technology 25.36%
2 Consumer Discretionary 13.14%
3 Financials 12.19%
4 Healthcare 12.04%
5 Communication Services 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15B 0.51%
4,178,481
+7,952
27
$1.14B 0.51%
8,081,385
-118,052
28
$1.13B 0.5%
769,603
+31,510
29
$1.13B 0.5%
19,398,275
+360,926
30
$1.11B 0.49%
28,578,119
+1,977,191
31
$1.08B 0.48%
19,872,068
+1,152,016
32
$1.06B 0.47%
8,810,034
-404,423
33
$1.05B 0.47%
20,381,392
+836,461
34
$1.04B 0.46%
2,275,187
+45,448
35
$1.02B 0.45%
5,410,264
+586,749
36
$1.01B 0.45%
7,559,093
+1,555,159
37
$1.01B 0.44%
19,284,880
+3,831,740
38
$995M 0.44%
25,461,425
-2,038,739
39
$992M 0.44%
17,769,207
+3,380,503
40
$951M 0.42%
10,781,447
+1,348,544
41
$945M 0.42%
12,850,220
+121,314
42
$920M 0.41%
49,164,441
+42,329,564
43
$917M 0.41%
12,131,102
-1,023,826
44
$880M 0.39%
2,495,613
+242,898
45
$876M 0.39%
4,607,155
-317,213
46
$873M 0.39%
8,329,994
+602,200
47
$862M 0.38%
19,046,616
+350,529
48
$855M 0.38%
37,393,437
+1,158,143
49
$848M 0.38%
3,409,079
-9,580
50
$840M 0.37%
15,939,538
-4,095,013
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