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
$178B
AUM Growth
-$12.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,816
New
Increased
Reduced
Closed

Top Buys

1 +$412M
2 +$324M
3 +$310M
4
COP icon
ConocoPhillips
COP
+$262M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$237M

Top Sells

1 +$1.78B
2 +$326M
3 +$258M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$206M
5
UNH icon
UnitedHealth
UNH
+$198M

Sector Composition

1 Technology 25.86%
2 Healthcare 14.95%
3 Financials 12.09%
4 Consumer Discretionary 10.74%
5 Communication Services 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$19.3M 0.01%
604,382
-29,940
727
$19.2M 0.01%
122,175
-17,758
728
$19.1M 0.01%
620,647
-98,740
729
$19.1M 0.01%
1,970,307
-1,085,936
730
$19.1M 0.01%
458,152
+44,089
731
$19M 0.01%
164,500
+39,677
732
$19M 0.01%
583,493
-32,190
733
$18.9M 0.01%
839,930
-92,876
734
$18.8M 0.01%
31,719
+3,747
735
$18.7M 0.01%
242,030
-14,354
736
$18.6M 0.01%
417,768
-34,599
737
$18.6M 0.01%
829,560
+47,917
738
$18.5M 0.01%
363,402
-13,460
739
$18.2M 0.01%
254,154
-20,307
740
$18M 0.01%
339,616
-36,159
741
$18M 0.01%
300,172
+6,240
742
$17.9M 0.01%
309,644
-19,824
743
$17.8M 0.01%
761,472
-51,730
744
$17.8M 0.01%
1,174,876
-80,368
745
$17.7M 0.01%
385,590
-102,256
746
$17.7M 0.01%
456,807
-47,989
747
$17.7M 0.01%
621,810
-67,830
748
$17.7M 0.01%
268,475
-11,887
749
$17.6M 0.01%
3,031,748
+2,902,491
750
$17.6M 0.01%
445,710
-24,158