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
$241B
AUM Growth
+$7.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,816
New
Increased
Reduced
Closed

Top Buys

1 +$919M
2 +$576M
3 +$521M
4
PG icon
Procter & Gamble
PG
+$485M
5
SNAP icon
Snap
SNAP
+$412M

Top Sells

1 +$428M
2 +$350M
3 +$219M
4
MXIM
Maxim Integrated Products
MXIM
+$183M
5
ALXN
Alexion Pharmaceuticals
ALXN
+$183M

Sector Composition

1 Technology 26.21%
2 Healthcare 13.25%
3 Financials 13.07%
4 Consumer Discretionary 12.28%
5 Communication Services 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
$21.5M 0.01%
123,751
+8,478
802
$21.3M 0.01%
590,139
+16,704
803
$21.3M 0.01%
359,409
+15,842
804
$21.3M 0.01%
162,057
-11,327
805
$21.1M 0.01%
438,096
-10,305
806
$21M 0.01%
139,133
-2,841
807
$20.9M 0.01%
955,152
-2,880
808
$20.9M 0.01%
544,452
-10,007
809
$20.8M 0.01%
315,967
-19,612
810
$20.8M 0.01%
741,194
-17,328
811
$20.7M 0.01%
698,671
+2,206
812
$20.7M 0.01%
290,843
+18,392
813
$20.6M 0.01%
522,914
-6,935
814
$20.4M 0.01%
245,924
-312,037
815
$20.4M 0.01%
154,612
+3,266
816
$20.4M 0.01%
143,074
+14,408
817
$20.4M 0.01%
190,325
-5,214
818
$20.3M 0.01%
367,390
-6,937
819
$20.3M 0.01%
291,516
-6,020
820
$20.2M 0.01%
410,668
+7,457
821
$20.1M 0.01%
653,329
+112,739
822
$20.1M 0.01%
272,337
-3,796
823
$20.1M 0.01%
101,081
-35,671
824
$20M 0.01%
126,365
-147,340
825
$20M 0.01%
424,634
+1,170