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
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,677
New
Increased
Reduced
Closed

Top Buys

1 +$649K
2 +$109K
3 +$60.5K

Top Sells

1 +$22.6M
2 +$18.3M
3 +$17M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.96M
5
MDU icon
MDU Resources
MDU
+$5.43M

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
876
$11.4M 0.01%
252,349
877
$11.3M 0.01%
683,858
878
$11.3M 0.01%
202,707
879
$11.3M 0.01%
302,821
880
$11.3M 0.01%
287,305
881
$11.3M 0.01%
410,531
882
$11.2M 0.01%
789,473
883
$11.2M 0.01%
605,428
884
$11.2M 0.01%
286,224
885
$11.1M 0.01%
442,353
886
$11.1M 0.01%
205,312
887
$11.1M 0.01%
271,887
888
$11.1M 0.01%
182,092
889
$11M 0.01%
330,074
890
$11M 0.01%
212,390
891
$11M 0.01%
285,679
892
$11M 0.01%
226,202
893
$10.9M 0.01%
281,347
894
$10.9M 0.01%
40,777
895
$10.9M 0.01%
364,774
896
$10.9M 0.01%
1,333,186
897
$10.9M 0.01%
560,684
898
$10.8M 0.01%
80,663
899
$10.8M 0.01%
545,734
900
$10.8M 0.01%
414,347