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
$80.9B
AUM Growth
+$3.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,541
New
Increased
Reduced
Closed

Top Buys

1 +$162M
2 +$130M
3 +$100M
4
XOM icon
Exxon Mobil
XOM
+$93.7M
5
CHKP icon
Check Point Software Technologies
CHKP
+$91.8M

Top Sells

1 +$209M
2 +$177M
3 +$158M
4
QCOM icon
Qualcomm
QCOM
+$139M
5
GILD icon
Gilead Sciences
GILD
+$129M

Sector Composition

1 Financials 14.18%
2 Healthcare 14.04%
3 Technology 13.54%
4 Industrials 9.9%
5 Consumer Discretionary 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$27M 0.03%
336,004
-4,468
502
$27M 0.03%
522,280
+5,367
503
$26.8M 0.03%
568,937
+21,689
504
$26.8M 0.03%
510,900
505
$26.6M 0.03%
2,064,585
+1,541,595
506
$26.5M 0.03%
1,063,400
-101,300
507
$26.4M 0.03%
1,283,867
+24,179
508
$26.2M 0.03%
579,056
+186,272
509
$26.2M 0.03%
762,662
+227,459
510
$26.2M 0.03%
794,112
+99,652
511
$25.9M 0.03%
687,491
-9,329
512
$25.7M 0.03%
1,932,615
+16,673
513
$25.5M 0.03%
837,411
+4,847
514
$25.5M 0.03%
2,050,876
+107,008
515
$25.4M 0.03%
269,241
+2,310
516
$25.4M 0.03%
325,015
-69,221
517
$25.3M 0.03%
195,748
-30,271
518
$25.1M 0.03%
1,746,306
+88,927
519
$25.1M 0.03%
+318,400
520
$24.9M 0.03%
630,788
+20,032
521
$24.7M 0.03%
597,606
+41,110
522
$24.7M 0.03%
30,715
+12,204
523
$24.6M 0.03%
545,225
+211,398
524
$24.6M 0.03%
1,827,775
+147,735
525
$24.5M 0.03%
823,590
+122,188