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
$389B
AUM Growth
+$40.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,911
New
Increased
Reduced
Closed

Top Buys

1
+$1.65B
2
+$1.54B
3
+$1.24B
4
PLD icon
Prologis
PLD
+$1.08B
5
MSFT icon
Microsoft
MSFT
+$914M

Top Sells

1
+$809M
2
+$809M
3
+$735M
4
META icon
Meta Platforms (Facebook)
META
+$563M
5
UBS icon
UBS Group
UBS
+$411M

Sector Composition

1 Technology 33.21%
2 Financials 12.03%
3 Healthcare 11.96%
4 Consumer Discretionary 10.89%
5 Communication Services 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.33B 0.34%
13,850,678
+454,678
52
$1.29B 0.33%
5,067,924
+330,667
53
$1.28B 0.33%
10,143,554
+8,545,336
54
$1.28B 0.33%
4,712,259
-86,290
55
$1.27B 0.33%
30,364,136
+1,717,762
56
$1.25B 0.32%
4,606,986
+239,173
57
$1.25B 0.32%
296,599
+11,649
58
$1.24B 0.32%
6,556,515
+413,388
59
$1.23B 0.32%
2,507,278
-53,042
60
$1.21B 0.31%
12,049,888
-2,110,920
61
$1.17B 0.3%
11,326,224
+2,022,180
62
$1.15B 0.29%
7,790,856
+138,496
63
$1.14B 0.29%
20,120,532
-742,264
64
$1.14B 0.29%
2,441,468
-142,859
65
$1.12B 0.29%
2,152,613
+31,740
66
$1.1B 0.28%
38,068,879
+6,977,587
67
$1.08B 0.28%
3,988,851
+37,452
68
$1.08B 0.28%
9,182,564
+643,833
69
$1.05B 0.27%
9,233,933
-577,277
70
$1.03B 0.26%
4,608,886
-76,083
71
$987M 0.25%
11,170,386
-1,976,339
72
$987M 0.25%
19,074,823
+3,002,418
73
$981M 0.25%
3,842,114
+35,027
74
$961M 0.25%
1,082,455
+813,666
75
$956M 0.25%
4,111,335
+224,261
1 2
3
4 5