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
$127B
AUM Growth
+$8.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,726
New
Increased
Reduced
Closed

Top Buys

1 +$351M
2 +$316M
3 +$310M
4
CRM icon
Salesforce
CRM
+$251M
5
AAPL icon
Apple
AAPL
+$228M

Sector Composition

1 Technology 16.97%
2 Financials 15.78%
3 Healthcare 12.11%
4 Consumer Discretionary 11.64%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$6.76M 0.01%
316,468
+52,021
1002
$6.74M 0.01%
174,036
+18,343
1003
$6.67M 0.01%
43,915
+4,676
1004
$6.65M 0.01%
139,453
+11,355
1005
$6.65M 0.01%
641,658
-24,055
1006
$6.63M 0.01%
193,129
+35,291
1007
$6.63M 0.01%
54,474
+5,588
1008
$6.62M 0.01%
215,704
-10,045
1009
$6.58M 0.01%
107,125
+12,791
1010
$6.57M 0.01%
35,101
+2,911
1011
$6.57M 0.01%
254,861
-104,791
1012
$6.56M 0.01%
103,079
+6,949
1013
$6.56M 0.01%
266,729
+42,146
1014
$6.5M 0.01%
209,032
+10,037
1015
$6.48M 0.01%
193,445
+24,221
1016
$6.45M 0.01%
153,521
+3,100
1017
$6.4M 0.01%
218,844
+14,990
1018
$6.38M 0.01%
187,239
-169,091
1019
0
1020
$6.37M 0.01%
98,650
+3,758
1021
$6.36M 0.01%
232,962
+44,638
1022
$6.36M 0.01%
609,121
+118,196
1023
$6.35M 0.01%
338,783
-62,754
1024
$6.35M 0.01%
195,700
+160,700
1025
$6.34M 0.01%
273,774
+17,810