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
$391B
AUM Growth
-$38.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,762
New
Increased
Reduced
Closed

Top Buys

1
+$957M
2
+$866M
3
+$692M
4
NVDA icon
NVIDIA
NVDA
+$639M
5
BABA icon
Alibaba
BABA
+$522M

Top Sells

1
+$20.3B
2
+$10.9B
3
+$1.64B
4
AMAT icon
Applied Materials
AMAT
+$1.09B
5
PLD icon
Prologis
PLD
+$1.03B

Sector Composition

1 Technology 29.67%
2 Financials 14.84%
3 Healthcare 13.16%
4 Communication Services 8.88%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21B 0.57%
30,889,415
+1,794,561
27
$2.19B 0.56%
21,363,923
-37,513
28
$2.15B 0.55%
8,636,725
+524,633
29
$2.1B 0.54%
5,468,383
+126,688
30
$1.94B 0.5%
13,884,524
+59,164
31
$1.92B 0.49%
6,163,393
+126,548
32
$1.9B 0.49%
41,993,829
+3,100,342
33
$1.86B 0.48%
20,737,477
-810,281
34
$1.83B 0.47%
18,509,924
+1,642,907
35
$1.82B 0.47%
2,971,073
-100,948
36
$1.81B 0.46%
6,380,134
+396,567
37
$1.73B 0.44%
11,525,812
+208,292
38
$1.68B 0.43%
8,838,022
-57,137,962
39
$1.68B 0.43%
3,393,951
+566,979
40
$1.67B 0.43%
14,021,729
+658,585
41
$1.62B 0.41%
3,186,250
+114,843
42
$1.61B 0.41%
5,142,473
+123,454
43
$1.6B 0.41%
10,422,341
+641,654
44
$1.56B 0.4%
55,216,190
+1,783,363
45
$1.54B 0.39%
13,755,481
+1,520,809
46
$1.54B 0.39%
7,676,180
+491,207
47
$1.5B 0.39%
8,371,422
+308,818
48
$1.47B 0.38%
3,166,295
-194,105
49
$1.45B 0.37%
4,652,342
-475,986
50
$1.42B 0.36%
8,497,288
+573,072
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