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
76
$551M 0.27%
4,415,867
77
$547M 0.27%
666,184
78
$540M 0.26%
807,092
79
$527M 0.26%
6,720,704
80
$521M 0.25%
5,930,818
81
$518M 0.25%
3,127,688
82
$508M 0.25%
704,852
83
$505M 0.24%
4,845,460
84
$504M 0.24%
8,346,306
85
$493M 0.24%
6,635,510
86
$492M 0.24%
2,971,260
87
$490M 0.24%
1,917,228
88
$487M 0.24%
2,547,878
89
$483M 0.23%
4,927,773
90
$477M 0.23%
4,102,779
91
$472M 0.23%
4,207,931
92
$467M 0.23%
3,226,455
93
$453M 0.22%
5,619,240
94
$452M 0.22%
5,292,842
95
$446M 0.22%
7,659,082
96
$443M 0.21%
4,337,662
97
$439M 0.21%
165,673
98
$438M 0.21%
5,118,837
99
$431M 0.21%
1,044,526
100
$429M 0.21%
4,319,867