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
$206B
AUM Growth
+$15.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,771
New
Increased
Reduced
Closed

Top Buys

1 +$940M
2 +$911M
3 +$800M
4
PDD icon
Pinduoduo
PDD
+$336M
5
AMD icon
Advanced Micro Devices
AMD
+$289M

Top Sells

1 +$485M
2 +$301M
3 +$236M
4
VMW
VMware, Inc
VMW
+$205M
5
TSM icon
TSMC
TSM
+$143M

Sector Composition

1 Technology 28.09%
2 Healthcare 14.47%
3 Financials 11.1%
4 Consumer Discretionary 10.49%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
851
$12M 0.01%
252,177
-12,794
852
$12M 0.01%
1,189,460
+48,239
853
$12M 0.01%
116,688
+23,426
854
$12M 0.01%
52,251
+2,284
855
$11.9M 0.01%
1,024,985
+19,893
856
$11.8M 0.01%
337,043
+101,863
857
$11.8M 0.01%
137,065
+13,991
858
$11.8M 0.01%
402,465
+18,515
859
$11.8M 0.01%
68,440
+1,682
860
$11.8M 0.01%
76,246
+1,419
861
$11.8M 0.01%
82,713
+865
862
$11.8M 0.01%
156,921
+122,606
863
$11.7M 0.01%
290,074
-4,088
864
$11.7M 0.01%
704,486
+600,521
865
$11.7M 0.01%
328,764
-10,393
866
$11.7M 0.01%
295,121
+12,249
867
$11.7M 0.01%
281,154
+131,039
868
$11.6M 0.01%
107,064
+73
869
$11.5M 0.01%
80,931
+827
870
$11.5M 0.01%
123,550
+13,368
871
$11.5M 0.01%
65,197
+1,749
872
$11.5M 0.01%
821,461
+39,837
873
$11.5M 0.01%
335,507
+210,686
874
$11.4M 0.01%
126,094
-193
875
$11.4M 0.01%
35,572
-1,694