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
$99B
AUM Growth
+$5.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,663
New
Increased
Reduced
Closed

Top Buys

1 +$234M
2 +$220M
3 +$200M
4
BWA icon
BorgWarner
BWA
+$127M
5
HAL icon
Halliburton
HAL
+$122M

Top Sells

1 +$246M
2 +$226M
3 +$140M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$118M
5
FCX icon
Freeport-McMoran
FCX
+$112M

Sector Composition

1 Healthcare 14.05%
2 Technology 14.02%
3 Financials 13.95%
4 Industrials 9.06%
5 Energy 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
$7.42M 0.01%
341,717
-38,984
902
$7.38M 0.01%
50,198
+2,800
903
$7.38M 0.01%
283,370
+1,100
904
$7.37M 0.01%
11,281
905
$7.36M 0.01%
84,726
+27,653
906
$7.34M 0.01%
352,600
+31,800
907
$7.31M 0.01%
198,292
+7,500
908
$7.29M 0.01%
155,286
+200
909
$7.27M 0.01%
354,600
-28,300
910
$7.27M 0.01%
496,995
-12,400
911
$7.25M 0.01%
232,968
-16,897
912
$7.22M 0.01%
143,798
-13,800
913
$7.18M 0.01%
141,582
-135,707
914
$7.16M 0.01%
250,235
-35,485
915
$7.11M 0.01%
151,760
+1,200
916
$7.07M 0.01%
131,013
+25,927
917
$7.05M 0.01%
+290,975
918
$7.04M 0.01%
+220,912
919
$7.04M 0.01%
79,936
+800
920
$7.03M 0.01%
531,027
-26,093
921
$7M 0.01%
86,728
-700
922
$6.96M 0.01%
310,699
+54,000
923
$6.94M 0.01%
146,106
+37,790
924
$6.9M 0.01%
190,020
925
$6.87M 0.01%
74,799
-6,600