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
$429B
AUM Growth
+$39.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,857
New
Increased
Reduced
Closed

Top Buys

1
+$3.29B
2
+$2.75B
3
+$2.26B
4
AMZN icon
Amazon
AMZN
+$1.79B
5
UNH icon
UnitedHealth
UNH
+$1.16B

Top Sells

1
+$1.19B
2
+$415M
3
+$288M
4
HDB icon
HDFC Bank
HDB
+$211M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$202M

Sector Composition

1 Technology 34.76%
2 Financials 12.98%
3 Consumer Discretionary 11.47%
4 Healthcare 10.94%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23B 0.52%
15,443,306
-1,132,906
27
$2.23B 0.52%
73,530,280
-2,221,275
28
$2.16B 0.5%
36,471,275
+2,637,006
29
$2.14B 0.5%
21,547,758
+3,791,737
30
$2.14B 0.5%
12,058,706
+1,882,780
31
$2.12B 0.5%
6,036,845
+545,109
32
$1.98B 0.46%
45,092,517
+5,093,104
33
$1.93B 0.45%
3,072,021
+771,232
34
$1.88B 0.44%
16,867,017
+3,016,339
35
$1.81B 0.42%
29,094,854
-258,226
36
$1.78B 0.42%
8,112,092
+722,582
37
$1.72B 0.4%
11,317,520
+416,537
38
$1.56B 0.36%
38,893,487
+4,568,518
39
$1.53B 0.36%
3,071,407
+357,790
40
$1.51B 0.35%
8,062,604
+288,672
41
$1.5B 0.35%
9,780,687
+1,424,106
42
$1.49B 0.35%
5,015,269
+408,283
43
$1.48B 0.34%
2,826,972
+319,694
44
$1.45B 0.34%
5,019,019
+504,085
45
$1.44B 0.34%
13,363,144
-950,743
46
$1.43B 0.33%
5,983,567
+915,643
47
$1.43B 0.33%
3,940,391
+312,878
48
$1.42B 0.33%
8,743,895
-118,038
49
$1.41B 0.33%
3,360,400
+72,312
50
$1.4B 0.33%
281,633
-14,966
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