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
$101B
AUM Growth
+$1.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,630
New
Increased
Reduced
Closed

Top Buys

1 +$210M
2 +$147M
3 +$140M
4
BABA icon
Alibaba
BABA
+$135M
5
C icon
Citigroup
C
+$131M

Top Sells

1 +$287M
2 +$188M
3 +$171M
4
MNST icon
Monster Beverage
MNST
+$167M
5
MA icon
Mastercard
MA
+$124M

Sector Composition

1 Healthcare 14.83%
2 Technology 14.54%
3 Financials 14.28%
4 Consumer Discretionary 9%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
951
$6.09M 0.01%
156,580
-30,900
952
$6.04M 0.01%
169,084
+2,486
953
$6.02M 0.01%
1,195,094
+98,103
954
$5.94M 0.01%
95,700
-4,733
955
$5.94M 0.01%
128,762
+38,680
956
$5.91M 0.01%
37,270
-2,638
957
$5.88M 0.01%
244,420
+5,100
958
$5.87M 0.01%
986,000
-386,700
959
0
960
$5.77M 0.01%
75,865
-539
961
$5.76M 0.01%
+406,118
962
$5.75M 0.01%
239,171
-313,427
963
$5.75M 0.01%
163,595
+1,521
964
$5.75M 0.01%
188,015
+18,594
965
$5.71M 0.01%
98,965
-32,048
966
$5.7M 0.01%
146,937
-44,067
967
$5.69M 0.01%
413,175
-1,493
968
$5.65M 0.01%
337,724
-24,472
969
$5.64M 0.01%
511,987
-19,040
970
$5.63M 0.01%
223,400
971
$5.6M 0.01%
183,949
-11,271
972
$5.57M 0.01%
35,629
+400
973
$5.53M 0.01%
310,699
974
$5.53M 0.01%
262,300
+13,000
975
$5.44M 0.01%
372,029
-13,200