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
626
0
627
$27.5M 0.03%
2,199,256
-2,039,092
628
$27.4M 0.03%
512,351
-20,622
629
$27.3M 0.02%
577,565
+26,020
630
$27.2M 0.02%
549,281
+14,662
631
$27.2M 0.02%
626,659
+1,781
632
$27.1M 0.02%
3,168,863
+884,039
633
$27.1M 0.02%
1,199,382
-105,210
634
$27.1M 0.02%
365,182
+66,315
635
$27M 0.02%
119,200
+12,030
636
$27M 0.02%
1,043,127
+44,817
637
$26.7M 0.02%
179,085
+13,104
638
$26.4M 0.02%
1,150,501
-331,456
639
$26.4M 0.02%
792,464
+24,398
640
$26.3M 0.02%
132,665
+14,110
641
$26.2M 0.02%
325,582
+8,203
642
$26.1M 0.02%
540,540
+21,266
643
$25.9M 0.02%
113,456
+10,002
644
$25.8M 0.02%
5,401,682
+563,893
645
$25.8M 0.02%
387,775
+338
646
$25.7M 0.02%
176,034
+30,263
647
$25.7M 0.02%
2,567,265
+65,389
648
$25.7M 0.02%
680,048
-28,825
649
0
650
$25.4M 0.02%
521,892
+11,191