UBS AM

UBS AM Portfolio holdings

AUM $494B
1-Year Est. Return 24.11%
 

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
+24.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104B
AUM Growth
+$704M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,778
New
Increased
Reduced
Closed

Top Buys

1
+$194M
2
+$163M
3
+$136M
4
MMM icon
3M
MMM
+$126M
5
META icon
Meta Platforms (Facebook)
META
+$111M

Top Sells

1
+$316M
2
+$238M
3
+$136M
4
CRM icon
Salesforce
CRM
+$132M
5
YELP icon
Yelp
YELP
+$129M

Sector Composition

1 Healthcare 17.28%
2 Financials 14.69%
3 Technology 14.3%
4 Consumer Discretionary 9.55%
5 Industrials 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$415M 0.4%
4,970,340
-607,423
52
$411M 0.39%
4,309,937
+540,742
53
$410M 0.39%
4,692,179
-22,930
54
$403M 0.39%
2,905,977
+1,218
55
$400M 0.38%
4,210,832
+55,121
56
$399M 0.38%
3,230,455
+464,790
57
$397M 0.38%
3,507,222
+670,114
58
$393M 0.38%
16,630,755
-312,645
59
$392M 0.38%
768,464
-114,731
60
$387M 0.37%
9,973,390
-276,323
61
$386M 0.37%
5,547,609
-1,898,485
62
$377M 0.36%
6,551,325
-258,614
63
$370M 0.35%
5,557,281
-28,101
64
$359M 0.34%
3,710,671
+667,141
65
$358M 0.34%
3,940,717
-52,044
66
$357M 0.34%
8,677,874
-393,694
67
$346M 0.33%
4,670,673
-244,725
68
$334M 0.32%
1,931,560
-25,209
69
$326M 0.31%
12,851,834
+3,443,784
70
$321M 0.31%
3,197,492
+313,667
71
$318M 0.3%
1,522,642
+35,820
72
$317M 0.3%
4,534,397
+141,478
73
$316M 0.3%
4,723,499
-175,247
74
$315M 0.3%
3,436,113
+25,383
75
$312M 0.3%
4,011,508
-310,646
1 2
3
4 5