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
$429B
AUM Growth
+$39.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,857
New
Increased
Reduced
Closed

Top Buys

1 +$3.29B
2 +$2.75B
3 +$2.26B
4
AMZN icon
Amazon
AMZN
+$1.79B
5
UNH icon
UnitedHealth
UNH
+$1.16B

Top Sells

1 +$1.19B
2 +$415M
3 +$288M
4
HDB icon
HDFC Bank
HDB
+$211M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$202M

Sector Composition

1 Technology 34.76%
2 Financials 12.98%
3 Consumer Discretionary 11.47%
4 Healthcare 10.94%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
$28M 0.01%
335,319
+12,111
827
$28M 0.01%
241,135
-1,168
828
$27.8M 0.01%
540,329
-166,426
829
$27.7M 0.01%
682,728
+493,709
830
$27.6M 0.01%
117,436
+12,999
831
$27.5M 0.01%
188,776
-11,824
832
$27.4M 0.01%
275,027
+9,449
833
$27.3M 0.01%
507,336
+6,508
834
$27.3M 0.01%
164,140
+26,249
835
$27.3M 0.01%
1,346,698
-6,335,740
836
$27.3M 0.01%
145,411
+3,658
837
$27.2M 0.01%
502,201
+71,795
838
$27.2M 0.01%
209,516
-27,483
839
$27.2M 0.01%
690,191
+13,865
840
$27M 0.01%
258,251
+44,106
841
$26.9M 0.01%
190,386
+32,221
842
$26.7M 0.01%
1,545,355
-10,027
843
$26.6M 0.01%
313,408
+25,753
844
$26.5M 0.01%
111,500
+13,929
845
$26.4M 0.01%
319,500
+28,330
846
$26.4M 0.01%
407,503
+22,083
847
$26.3M 0.01%
712,224
-47,321
848
$26.3M 0.01%
826,360
+95,464
849
$26.2M 0.01%
78,807
-4,628
850
$26.1M 0.01%
312,253
+21,079