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
876
$11M 0.01%
221,693
-642
877
$11M 0.01%
234,212
+16,903
878
$10.8M 0.01%
4,875
-446
879
$10.8M 0.01%
190,650
+7,360
880
$10.7M 0.01%
222,317
+20,173
881
$10.7M 0.01%
130,862
-1,607
882
$10.7M 0.01%
1,256,073
+364,209
883
$10.5M 0.01%
170,835
+4,351
884
$10.4M 0.01%
362,654
+14,108
885
$10.4M 0.01%
730,914
-20,986
886
0
887
$10.3M 0.01%
675,925
+129,057
888
$10.2M 0.01%
431,770
-21,058,880
889
$10.2M 0.01%
131,315
+24,364
890
$10.1M 0.01%
300,777
+44,551
891
$10.1M 0.01%
346,449
+64,514
892
$10.1M 0.01%
94,627
-224
893
$10M 0.01%
288,263
+57,717
894
$10M 0.01%
240,388
-4,900
895
$9.93M 0.01%
358,521
+56,705
896
$9.9M 0.01%
108,004
-1,784
897
$9.82M 0.01%
630,660
+90,138
898
$9.81M 0.01%
214,689
+21,416
899
$9.8M 0.01%
285,000
900
$9.76M 0.01%
477,159
+68,065