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
$223B
AUM Growth
+$16.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,780
New
Increased
Reduced
Closed

Top Buys

1
+$945M
2
+$881M
3
+$613M
4
TSLA icon
Tesla
TSLA
+$540M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$502M

Top Sells

1
+$959M
2
+$929M
3
+$336M
4
VMW
VMware, Inc
VMW
+$225M
5
NVDA icon
NVIDIA
NVDA
+$199M

Sector Composition

1 Technology 30.4%
2 Healthcare 13.37%
3 Consumer Discretionary 11.23%
4 Financials 10.99%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$785M 0.35%
3,777,460
+175,589
52
$771M 0.35%
7,700,964
-858,885
53
$764M 0.34%
9,420,973
+428,704
54
$753M 0.34%
5,369,256
+681,226
55
$752M 0.34%
3,950,096
-29,287
56
$734M 0.33%
1,685,755
+87,358
57
$733M 0.33%
17,932,955
+1,060,558
58
$731M 0.33%
1,999,865
+84,283
59
$725M 0.32%
3,093,861
-60,469
60
$716M 0.32%
7,395,681
-9,902,729
61
$709M 0.32%
6,383,570
-791,171
62
$701M 0.31%
9,355,861
+450,908
63
$691M 0.31%
7,222,972
+1,246,087
64
$656M 0.29%
7,380,242
+659,538
65
$652M 0.29%
2,388,866
-89,044
66
$643M 0.29%
11,082,663
-87,492
67
$619M 0.28%
1,878,350
-108,912
68
$618M 0.28%
200,515
+34,842
69
$617M 0.28%
2,563,346
-487,715
70
$603M 0.27%
8,863,126
+516,820
71
$599M 0.27%
2,941,553
-51,742
72
$592M 0.27%
3,492,102
+364,414
73
$583M 0.26%
459,608
-132,650
74
$580M 0.26%
2,026,761
+109,533
75
$579M 0.26%
3,711,636
+487,559
1 2
3
4 5