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
$148B
AUM Growth
+$8.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,939
New
Increased
Reduced
Closed

Top Buys

1 +$485M
2 +$482M
3 +$390M
4
MA icon
Mastercard
MA
+$270M
5
CMCSA icon
Comcast
CMCSA
+$259M

Top Sells

1 +$225M
2 +$190M
3 +$179M
4
RHT
Red Hat Inc
RHT
+$166M
5
APC
Anadarko Petroleum
APC
+$108M

Sector Composition

1 Technology 18.8%
2 Financials 14.07%
3 Healthcare 13.13%
4 Consumer Discretionary 12.1%
5 Communication Services 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$17M 0.01%
3,439,507
777
$17M 0.01%
166,852
+10,330
778
$16.9M 0.01%
574,886
+130,508
779
$16.9M 0.01%
373,383
-19,021
780
$16.9M 0.01%
682,362
+29,052
781
$16.8M 0.01%
377,785
-27,839
782
$16.8M 0.01%
192,847
-10,043
783
$16.7M 0.01%
504,236
-69,349
784
$16.6M 0.01%
331,829
+51,598
785
$16.6M 0.01%
335,875
+41,600
786
$16.5M 0.01%
51,397
+5,540
787
$16.5M 0.01%
607,991
+64,357
788
$16.2M 0.01%
110,904
+949
789
$16.1M 0.01%
480,538
+47,713
790
$16.1M 0.01%
518,707
+106,173
791
$16M 0.01%
356,882
-13,748
792
$16M 0.01%
446,390
-15,897
793
$15.8M 0.01%
190,018
-10,804
794
$15.6M 0.01%
677,679
+90,092
795
$15.6M 0.01%
176,775
-3,503
796
$15.5M 0.01%
469,137
+61,428
797
$15.5M 0.01%
541,742
+38,470
798
$15.4M 0.01%
328,462
-5,955
799
$15.4M 0.01%
374,376
+25,397
800
$15.3M 0.01%
108,044
+4,248