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
$87.7B
AUM Growth
-$2.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,807
New
Increased
Reduced
Closed

Top Buys

1 +$1.29B
2 +$1.02B
3 +$198M
4
PRGO icon
Perrigo
PRGO
+$142M
5
COO icon
Cooper Companies
COO
+$138M

Top Sells

1 +$703M
2 +$227M
3 +$185M
4
XOM icon
Exxon Mobil
XOM
+$176M
5
LNKD
LinkedIn Corporation
LNKD
+$150M

Sector Composition

1 Healthcare 16.88%
2 Financials 14.42%
3 Technology 14.1%
4 Consumer Discretionary 10.24%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$14.3M 0.02%
203,442
-30,829
727
$14.2M 0.02%
533,346
-71,753
728
$14.2M 0.02%
151,527
+121,840
729
$14.1M 0.02%
2,645,638
-123,705
730
$14M 0.02%
136,852
+1,694
731
$14M 0.02%
621,916
-70,055
732
$13.9M 0.02%
317,751
-11,959
733
$13.9M 0.02%
903,532
-125,200
734
$13.9M 0.02%
420,140
-83,457
735
$13.8M 0.02%
1,035,462
-214,626
736
$13.8M 0.02%
525,593
-46,233
737
$13.7M 0.02%
168,534
+17,856
738
$13.7M 0.02%
424,790
-10,012
739
$13.6M 0.02%
253,752
-45,572
740
$13.6M 0.02%
322,415
-52,478
741
$13.5M 0.02%
536,967
+65,484
742
$13.5M 0.02%
112,148
743
$13.4M 0.02%
370,408
-26,436
744
$13.3M 0.02%
213,542
-3,337
745
$13.3M 0.02%
855,692
-173,778
746
$13.3M 0.02%
362,535
+31,676
747
0
748
$13.3M 0.02%
770,451
-71,167
749
$13.2M 0.02%
381,617
-109,661
750
$13.2M 0.02%
742,046
-182,698