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
$87.7B
AUM Growth
-$2.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,807
New
Increased
Reduced
Closed

Top Buys

1 +$1.29B
2 +$1.02B
3 +$198M
4
PRGO icon
Perrigo
PRGO
+$142M
5
COO icon
Cooper Companies
COO
+$138M

Top Sells

1 +$703M
2 +$227M
3 +$185M
4
XOM icon
Exxon Mobil
XOM
+$176M
5
LNKD
LinkedIn Corporation
LNKD
+$150M

Sector Composition

1 Healthcare 16.88%
2 Financials 14.42%
3 Technology 14.1%
4 Consumer Discretionary 10.24%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
$9.77M 0.01%
349,423
+247,016
827
$9.74M 0.01%
395,968
-76,802
828
$9.66M 0.01%
108,986
-26,802
829
$9.66M 0.01%
144,385
-9,694
830
$9.56M 0.01%
122,470
+55,137
831
$9.53M 0.01%
364,602
+20,897
832
$9.48M 0.01%
360,558
+247,714
833
$9.41M 0.01%
83,686
+6,040
834
$9.41M 0.01%
275,818
-96,006
835
$9.28M 0.01%
956,185
+5,700
836
$9.26M 0.01%
38,588
+30,945
837
$9.26M 0.01%
457,364
-109,851
838
$9.14M 0.01%
520,353
-44,338
839
$9.12M 0.01%
483,444
-23,495
840
$9.12M 0.01%
167,490
-140,048
841
$9M 0.01%
146,176
-25,650
842
$8.99M 0.01%
374,112
-598,014
843
$8.81M 0.01%
76,969
+30,271
844
$8.74M 0.01%
200,417
+15,534
845
$8.68M 0.01%
231,457
-16,132
846
$8.66M 0.01%
62,139
+11,339
847
$8.66M 0.01%
328,043
-21,731
848
$8.52M 0.01%
504,269
-15,806
849
$8.5M 0.01%
176,009
+78,958
850
$8.45M 0.01%
304,850
+21,183