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
+$15.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,771
New
Increased
Reduced
Closed

Top Buys

1 +$940M
2 +$911M
3 +$800M
4
PDD icon
Pinduoduo
PDD
+$336M
5
AMD icon
Advanced Micro Devices
AMD
+$289M

Top Sells

1 +$485M
2 +$301M
3 +$236M
4
VMW
VMware, Inc
VMW
+$205M
5
TSM icon
TSMC
TSM
+$143M

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
951
$9.4M ﹤0.01%
255,477
-4,426
952
$9.39M ﹤0.01%
212,138
-2,849
953
$9.36M ﹤0.01%
137,147
+12,232
954
$9.34M ﹤0.01%
694,761
-15,449
955
$9.34M ﹤0.01%
76,802
+1,379
956
$9.33M ﹤0.01%
65,767
+2,609
957
$9.32M ﹤0.01%
666,341
+9,316
958
$9.23M ﹤0.01%
348,559
-3,825
959
$9.22M ﹤0.01%
43,151
+2,177
960
$9.15M ﹤0.01%
72,389
+3,102
961
$9.13M ﹤0.01%
42,116
+1,523
962
$9.09M ﹤0.01%
153,046
-1,027
963
$9.09M ﹤0.01%
86,282
-1,267
964
$9.03M ﹤0.01%
112,316
-8,585
965
$8.96M ﹤0.01%
512,431
+7,911
966
$8.95M ﹤0.01%
433,737
+21,576
967
$8.89M ﹤0.01%
201,461
+44,075
968
$8.84M ﹤0.01%
108,148
-175
969
$8.79M ﹤0.01%
180,656
-1,279
970
$8.79M ﹤0.01%
81,339
+6,138
971
$8.78M ﹤0.01%
68,307
-2,121
972
$8.77M ﹤0.01%
43,197
+1,679
973
$8.74M ﹤0.01%
89,806
+590
974
$8.72M ﹤0.01%
176,590
-2,643
975
$8.7M ﹤0.01%
926,668
-79,750