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
$127B
AUM Growth
+$8.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,726
New
Increased
Reduced
Closed

Top Buys

1 +$351M
2 +$316M
3 +$310M
4
CRM icon
Salesforce
CRM
+$251M
5
AAPL icon
Apple
AAPL
+$228M

Sector Composition

1 Technology 16.97%
2 Financials 15.78%
3 Healthcare 12.11%
4 Consumer Discretionary 11.64%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$18.1M 0.01%
+456,129
752
$18M 0.01%
145,663
-111,524
753
$18M 0.01%
334,667
+5,068
754
$18M 0.01%
604,389
-19,930
755
$17.9M 0.01%
92,654
+2,795
756
$17.9M 0.01%
1,363,956
+240,542
757
$17.8M 0.01%
863,385
-33,375
758
$17.8M 0.01%
545,942
+24,037
759
$17.7M 0.01%
505,649
+428,374
760
$17.1M 0.01%
290,892
+23,456
761
$17.1M 0.01%
214,140
+22,500
762
$17M 0.01%
629,386
+116,050
763
$16.9M 0.01%
156,965
-5,001
764
$16.7M 0.01%
1,094,266
+63,100
765
$16.6M 0.01%
669,941
+104,651
766
$16.6M 0.01%
429,244
+87,814
767
$16.6M 0.01%
1,214,559
+100,161
768
$16.6M 0.01%
393,091
+62,578
769
$16.5M 0.01%
355,767
+123,196
770
$16.5M 0.01%
87,031
+8,912
771
$16.4M 0.01%
857,336
+636,000
772
$16.3M 0.01%
242,087
+28,179
773
$16.3M 0.01%
337,205
+13,309
774
$16.1M 0.01%
412,310
-23,053
775
$16M 0.01%
413,528
-14,318