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
$127B
AUM Growth
+$8.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,726
New
Increased
Reduced
Closed

Top Buys

1 +$351M
2 +$316M
3 +$310M
4
CRM icon
Salesforce
CRM
+$251M
5
AAPL icon
Apple
AAPL
+$228M

Sector Composition

1 Technology 16.97%
2 Financials 15.78%
3 Healthcare 12.11%
4 Consumer Discretionary 11.64%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$23M 0.02%
199,208
-12,026
702
$23M 0.02%
112,394
+8,309
703
$22.9M 0.02%
865,760
+180,520
704
$22.9M 0.02%
812,153
+104,871
705
$22.9M 0.02%
344,017
+23,470
706
$22.8M 0.02%
520,444
+93,520
707
$22.7M 0.02%
730,648
+83,285
708
$22.5M 0.02%
308,302
+21,808
709
$22.4M 0.02%
572,340
+64,445
710
$22.2M 0.02%
420,105
-131,977
711
$22.2M 0.02%
590,159
+97,922
712
$22.1M 0.02%
379,017
+171,154
713
$21.9M 0.02%
196,285
+20,953
714
$21.8M 0.02%
593,598
+127,019
715
$21.6M 0.02%
1,072,863
-43,626
716
$21.3M 0.02%
804,599
+107,846
717
$21.2M 0.02%
1,343,531
+153,297
718
$21.1M 0.02%
1,316,812
+85,638
719
$21M 0.02%
150,799
+23,473
720
$21M 0.02%
182,956
+16,041
721
$20.8M 0.02%
2,522,917
722
$20.7M 0.02%
618,023
+101,447
723
$20.7M 0.02%
660,054
+53,866
724
$20.6M 0.02%
682,319
+6,545
725
$20.6M 0.02%
405,359
+26,990