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
$206B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,677
New
Increased
Reduced
Closed

Top Buys

1 +$649K
2 +$109K
3 +$60.5K

Top Sells

1 +$22.6M
2 +$18.3M
3 +$17M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.96M
5
MDU icon
MDU Resources
MDU
+$5.43M

Sector Composition

1 Technology 28.09%
2 Healthcare 14.47%
3 Financials 11.1%
4 Consumer Discretionary 10.49%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$42M 0.02%
580,948
577
$41.7M 0.02%
781,300
578
$41.7M 0.02%
1,157,000
579
$41.4M 0.02%
586,182
580
$41.4M 0.02%
396,040
581
$41.4M 0.02%
1,183,878
582
$41M 0.02%
604,926
583
$41M 0.02%
2,365,444
584
$40.8M 0.02%
3,478,803
585
$40.6M 0.02%
919,404
586
$40.5M 0.02%
2,618,083
587
$39.9M 0.02%
418,275
588
$39.8M 0.02%
748,419
589
$39.8M 0.02%
575,212
590
$39.6M 0.02%
156,489
591
$38.8M 0.02%
689,177
592
$38.6M 0.02%
886,607
593
$38.6M 0.02%
401,966
594
$38.6M 0.02%
233,277
595
$38.3M 0.02%
348,496
596
$38.3M 0.02%
1,255,881
597
$37.9M 0.02%
577,296
598
$37.9M 0.02%
311,255
599
$37.8M 0.02%
1,575,968
600
$37.6M 0.02%
1,744,899