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
$223B
AUM Growth
+$16.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,780
New
Increased
Reduced
Closed

Top Buys

1 +$945M
2 +$881M
3 +$613M
4
TSLA icon
Tesla
TSLA
+$540M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$502M

Top Sells

1 +$959M
2 +$929M
3 +$336M
4
VMW
VMware, Inc
VMW
+$225M
5
NVDA icon
NVIDIA
NVDA
+$199M

Sector Composition

1 Technology 30.4%
2 Healthcare 13.37%
3 Consumer Discretionary 11.23%
4 Financials 10.99%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$15.8M 0.01%
275,403
+70,404
777
$15.5M 0.01%
377,815
+275,470
778
$15.5M 0.01%
132,199
-77,733
779
$15.4M 0.01%
1,076,257
-21,568
780
$15.4M 0.01%
169,687
+5,760
781
$15.3M 0.01%
344,009
+78,000
782
$15.3M 0.01%
128,404
+441
783
$15.3M 0.01%
129,056
-191,142
784
$15.2M 0.01%
267,891
-9,799
785
$15.2M 0.01%
30,934
-3,545
786
$15.2M 0.01%
44,450
+6,829
787
$15.2M 0.01%
625,935
+482,941
788
$15.1M 0.01%
1,081,166
-641
789
$15.1M 0.01%
253,161
+984
790
$14.9M 0.01%
318,792
+295,779
791
$14.8M 0.01%
620,979
+18,695
792
$14.7M 0.01%
91,552
+13,923
793
$14.7M 0.01%
576,823
-141,976
794
$14.7M 0.01%
678,116
+171,176
795
$14.7M 0.01%
77,957
+935
796
$14.6M 0.01%
276,953
+37,567
797
$14.5M 0.01%
446,088
+31,741
798
$14.4M 0.01%
59,530
+3,393
799
$14.4M 0.01%
437,225
+12,333
800
$14.3M 0.01%
114,042
-27,218