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
$164B
AUM Growth
+$24.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,611
New
Increased
Reduced
Closed

Top Buys

1
+$383M
2
+$262M
3
+$183M
4
APTV icon
Aptiv
APTV
+$175M
5
TMUS icon
T-Mobile US
TMUS
+$170M

Top Sells

1
+$591M
2
+$567M
3
+$464M
4
AMZN icon
Amazon
AMZN
+$268M
5
ABT icon
Abbott
ABT
+$266M

Sector Composition

1 Technology 22.77%
2 Healthcare 13.92%
3 Consumer Discretionary 13.52%
4 Financials 11.89%
5 Communication Services 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$614M 0.38%
6,880,819
-90,548
52
$606M 0.37%
13,543,232
-1,391,523
53
$598M 0.37%
4,424,234
+528,259
54
$597M 0.36%
8,292,615
+92,595
55
$574M 0.35%
6,150,213
+41,002
56
$570M 0.35%
11,139,007
-1,320,273
57
$569M 0.35%
4,482,322
+5,423
58
$555M 0.34%
17,577,060
-4,369,390
59
$537M 0.33%
2,077,469
-71,218
60
$492M 0.3%
8,360,478
-1,550,281
61
$491M 0.3%
1,211,886
+32,645
62
$491M 0.3%
2,313,791
+46,167
63
$488M 0.3%
8,831,890
-603,929
64
$486M 0.3%
952,718
+63,082
65
$480M 0.29%
9,320,611
+311,324
66
$479M 0.29%
2,830,928
-223,249
67
$475M 0.29%
2,387,339
+77,182
68
$472M 0.29%
9,101,178
+303,558
69
$470M 0.29%
2,549,198
-856,909
70
$465M 0.28%
9,098,245
-2,291,517
71
$456M 0.28%
3,950,304
-431,471
72
$451M 0.28%
1,553,549
+150,223
73
$447M 0.27%
2,633,315
-697,694
74
$445M 0.27%
4,873,949
-63,034
75
$442M 0.27%
1,680,795
+38,164
1 2
3
4 5