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
$92.9B
AUM Growth
+$4.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,676
New
Increased
Reduced
Closed

Top Buys

1 +$379M
2 +$293M
3 +$166M
4
VZ icon
Verizon
VZ
+$153M
5
FTV icon
Fortive
FTV
+$142M

Top Sells

1 +$192M
2 +$180M
3 +$165M
4
EMC
EMC CORPORATION
EMC
+$151M
5
AMGN icon
Amgen
AMGN
+$116M

Sector Composition

1 Healthcare 15.26%
2 Technology 15.17%
3 Financials 13.08%
4 Consumer Discretionary 10.57%
5 Communication Services 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$4.54M ﹤0.01%
67,956
-147,328
1002
$4.52M ﹤0.01%
176,136
+45,070
1003
$4.5M ﹤0.01%
124,231
+8,688
1004
$4.49M ﹤0.01%
255,593
-230,774
1005
$4.49M ﹤0.01%
131,875
+12,519
1006
$4.47M ﹤0.01%
130,817
-42,328
1007
$4.47M ﹤0.01%
84,536
+1,142
1008
$4.46M ﹤0.01%
53,528
+791
1009
$4.45M ﹤0.01%
398,555
-3,346
1010
$4.44M ﹤0.01%
643,036
+42,533
1011
$4.42M ﹤0.01%
63,141
-769
1012
$4.38M ﹤0.01%
25,572
+1,355
1013
$4.35M ﹤0.01%
272,043
+17,865
1014
$4.34M ﹤0.01%
161,443
+6,970
1015
$4.34M ﹤0.01%
206,963
+18,475
1016
$4.34M ﹤0.01%
101,794
-747
1017
$4.33M ﹤0.01%
136,418
+877
1018
$4.33M ﹤0.01%
229,606
+13,650
1019
$4.32M ﹤0.01%
66,146
-446
1020
$4.32M ﹤0.01%
92,225
+5,359
1021
$4.32M ﹤0.01%
112,949
+1,800
1022
$4.31M ﹤0.01%
91,198
+16,192
1023
$4.29M ﹤0.01%
+123,019
1024
$4.28M ﹤0.01%
85,374
+400
1025
$4.28M ﹤0.01%
39,041
-101