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
$110B
AUM Growth
+$6.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,612
New
Increased
Reduced
Closed

Top Buys

1 +$200M
2 +$195M
3 +$145M
4
JPM icon
JPMorgan Chase
JPM
+$130M
5
BABA icon
Alibaba
BABA
+$123M

Sector Composition

1 Technology 15.97%
2 Financials 15.35%
3 Healthcare 13.71%
4 Consumer Discretionary 10.59%
5 Communication Services 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$5.79M 0.01%
100,167
+29,528
1002
$5.77M 0.01%
291,466
+56,870
1003
$5.76M 0.01%
245,514
+34,480
1004
$5.7M 0.01%
38,804
-1,072
1005
$5.7M 0.01%
1,019,197
+9,893
1006
$5.69M 0.01%
314,778
+42,538
1007
$5.66M 0.01%
48,820
+8,967
1008
$5.66M 0.01%
234,802
-2,085
1009
$5.64M 0.01%
56,239
+9,953
1010
$5.63M 0.01%
219,383
+8,305
1011
$5.6M 0.01%
284,415
+45,071
1012
$5.58M 0.01%
2,115,074
+48,632
1013
$5.54M 0.01%
96,292
+41,257
1014
$5.53M 0.01%
150,280
+93,454
1015
$5.52M 0.01%
194,798
-149,515
1016
$5.52M 0.01%
34,253
+7,150
1017
$5.46M 0.01%
161,776
-3,857
1018
$5.45M 0.01%
294,221
+188,495
1019
$5.39M ﹤0.01%
93,946
+24,083
1020
$5.39M ﹤0.01%
144,215
+18,609
1021
$5.39M ﹤0.01%
164,430
+6,563
1022
$5.37M ﹤0.01%
237,768
+25,440
1023
$5.37M ﹤0.01%
253,914
1024
$5.37M ﹤0.01%
40,194
+1,322
1025
$5.36M ﹤0.01%
29,060
+3,399