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
$233B
AUM Growth
-$27.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,909
New
Increased
Reduced
Closed

Top Buys

1 +$591M
2 +$542M
3 +$370M
4
BIDU icon
Baidu
BIDU
+$306M
5
NVDA icon
NVIDIA
NVDA
+$284M

Top Sells

1 +$758M
2 +$528M
3 +$521M
4
SHOP icon
Shopify
SHOP
+$467M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$403M

Sector Composition

1 Technology 27.74%
2 Healthcare 13.27%
3 Financials 12.04%
4 Consumer Discretionary 11.3%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
$13.8M 0.01%
437,652
-803
902
$13.8M 0.01%
99,926
+1,042
903
$13.7M 0.01%
98,835
+3,116
904
$13.6M 0.01%
487,944
+109,366
905
$13.5M 0.01%
134,230
+6,132
906
$13.5M 0.01%
164,826
-666
907
$13.4M 0.01%
209,128
+3,270
908
$13.4M 0.01%
948,837
-158,948
909
$13.4M 0.01%
341,729
+11,229
910
$13.4M 0.01%
165,306
+8,839
911
$13.4M 0.01%
272,515
+9,593
912
$13.3M 0.01%
157,158
+3,511
913
$13.3M 0.01%
121,624
+2,955
914
$13.2M 0.01%
674,467
-143,075
915
$13.2M 0.01%
74,115
+2,958
916
$13.2M 0.01%
487,954
-11,933
917
$13.1M 0.01%
309,938
+44,040
918
$13.1M 0.01%
95,027
+7,806
919
$13M 0.01%
155,695
+11,653
920
$13M 0.01%
149,511
+8,798
921
$13M 0.01%
192,350
+12,147
922
$13M 0.01%
266,928
+18,714
923
$13M 0.01%
283,591
+33,042
924
$12.9M 0.01%
181,002
+13,221
925
$12.9M 0.01%
217,760
+4,425