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
$127B
AUM Growth
+$8.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,726
New
Increased
Reduced
Closed

Top Buys

1 +$351M
2 +$316M
3 +$310M
4
CRM icon
Salesforce
CRM
+$251M
5
AAPL icon
Apple
AAPL
+$228M

Sector Composition

1 Technology 16.97%
2 Financials 15.78%
3 Healthcare 12.11%
4 Consumer Discretionary 11.64%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
851
$12M 0.01%
229,980
+33,168
852
$12M 0.01%
552,924
+144,806
853
$12M 0.01%
166,884
+255
854
$11.9M 0.01%
413,324
-27,504
855
$11.9M 0.01%
213,992
+38,455
856
$11.8M 0.01%
362,655
-12,883
857
$11.8M 0.01%
620,103
+582,981
858
$11.8M 0.01%
393,030
-22,327
859
$11.8M 0.01%
923,888
+49,008
860
$11.7M 0.01%
590,745
+565,885
861
$11.7M 0.01%
513,344
-24,789
862
$11.7M 0.01%
10,098
-201
863
$11.6M 0.01%
254,515
+6,584
864
$11.6M 0.01%
218,445
-4,890
865
$11.5M 0.01%
724,228
+261,300
866
$11.5M 0.01%
184,170
+41,294
867
$11.5M 0.01%
804,971
+148,911
868
$11.5M 0.01%
374,288
-9,903
869
$11.4M 0.01%
83,545
+6,617
870
$11.3M 0.01%
338,573
-1,100
871
$11.3M 0.01%
408,206
-9,046
872
$11.2M 0.01%
148,621
+84,727
873
$11.2M 0.01%
205,182
+87,136
874
$11.2M 0.01%
768,388
+104,919
875
$11.1M 0.01%
320,385
-756