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
$110B
AUM Growth
+$6.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,612
New
Increased
Reduced
Closed

Top Buys

1 +$200M
2 +$195M
3 +$145M
4
JPM icon
JPMorgan Chase
JPM
+$130M
5
BABA icon
Alibaba
BABA
+$123M

Sector Composition

1 Technology 15.97%
2 Financials 15.35%
3 Healthcare 13.71%
4 Consumer Discretionary 10.59%
5 Communication Services 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$29M 0.03%
248,021
+17,197
602
$29M 0.03%
223,704
+322
603
$28.9M 0.03%
612,458
+13,463
604
$28.9M 0.03%
10,113
+2,244
605
$28.7M 0.03%
520,283
+12,659
606
$28.7M 0.03%
2,600,294
+81,209
607
$28.6M 0.03%
498,524
+16,578
608
$28.6M 0.03%
2,258,965
+184,090
609
$28.6M 0.03%
582,095
+38,290
610
$28.5M 0.03%
479,778
+10,613
611
$28.5M 0.03%
1,515,034
+270,203
612
$28.3M 0.03%
1,579,956
+43,340
613
$28.3M 0.03%
109,266
-117
614
$28.2M 0.03%
296,150
+13,136
615
$28.2M 0.03%
1,482,183
+1,211
616
$28.2M 0.03%
351,728
+28,386
617
$28.2M 0.03%
1,142,624
+11,028
618
$28.1M 0.03%
+1,350,660
619
$28.1M 0.03%
1,007,549
+24,680
620
$28M 0.03%
571,981
+4,082
621
$27.9M 0.03%
670,785
+17,366
622
$27.9M 0.03%
540,886
+71,759
623
$27.8M 0.03%
594,227
+34,925
624
$27.7M 0.03%
587,656
+82,303
625
$27.7M 0.03%
114,313
+7,320