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
$77.5B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,451
New
Increased
Reduced
Closed

Top Buys

1 +$1.77B
2 +$1.41B
3 +$1.34B
4
MSFT icon
Microsoft
MSFT
+$1.06B
5
JPM icon
JPMorgan Chase
JPM
+$932M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.57%
2 Healthcare 13.73%
3 Technology 13.36%
4 Industrials 9.84%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$20M 0.03%
+230,903
552
$20M 0.03%
+1,075,510
553
$20M 0.03%
+209,314
554
$20M 0.03%
+406,879
555
$20M 0.03%
+435,016
556
$20M 0.03%
+445,506
557
$19.9M 0.03%
+695,089
558
$19.9M 0.03%
+717,169
559
$19.8M 0.03%
+1,303,991
560
$19.8M 0.03%
+1,680,040
561
$19.7M 0.03%
+120,343
562
$19.6M 0.03%
+869,748
563
$19.6M 0.03%
+522,441
564
$19.5M 0.03%
+701,402
565
$19.4M 0.03%
+370,914
566
$19.4M 0.03%
+754,581
567
$19.3M 0.02%
+931,350
568
$19.3M 0.02%
+156,169
569
$19.3M 0.02%
+894,244
570
$19.3M 0.02%
+1,112,924
571
$19.2M 0.02%
+48,268
572
$19.1M 0.02%
+298,928
573
$18.8M 0.02%
+112,300
574
$18.8M 0.02%
+282,207
575
$18.7M 0.02%
+386,897