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
$116B
AUM Growth
-$18.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,906
New
Increased
Reduced
Closed

Top Buys

1 +$284M
2 +$218M
3 +$146M
4
JNJ icon
Johnson & Johnson
JNJ
+$142M
5
PYPL icon
PayPal
PYPL
+$137M

Top Sells

1 +$339M
2 +$244M
3 +$218M
4
ADBE icon
Adobe
ADBE
+$165M
5
META icon
Meta Platforms (Facebook)
META
+$165M

Sector Composition

1 Technology 17.48%
2 Healthcare 14.9%
3 Financials 14.08%
4 Consumer Discretionary 11.32%
5 Communication Services 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$5.88M 0.01%
167,162
+4,698
1002
$5.88M 0.01%
298,792
-1,186,743
1003
$5.86M 0.01%
163,430
-15,168
1004
$5.85M 0.01%
66,090
+1,604
1005
$5.85M 0.01%
58,151
-81,251
1006
$5.85M 0.01%
132,390
+126,348
1007
$5.83M 0.01%
190,683
+21,028
1008
$5.83M 0.01%
89,501
-11,959
1009
$5.81M 0.01%
138,101
-12,318
1010
$5.77M 0.01%
+587,139
1011
$5.75M 0.01%
828,504
+91,593
1012
$5.74M 0.01%
149,753
+12,303
1013
$5.73M ﹤0.01%
288,065
-18,707
1014
$5.72M ﹤0.01%
49,329
-206
1015
$5.7M ﹤0.01%
281,777
+6,769
1016
$5.69M ﹤0.01%
207,988
-1,225,349
1017
$5.69M ﹤0.01%
247,318
-488
1018
$5.67M ﹤0.01%
101,495
+4,015
1019
$5.66M ﹤0.01%
48,510
-6,997
1020
$5.65M ﹤0.01%
125,441
+11,954
1021
$5.64M ﹤0.01%
564,219
-45,193
1022
$5.63M ﹤0.01%
122,684
+8,994
1023
$5.59M ﹤0.01%
393,503
+5,516
1024
$5.58M ﹤0.01%
167,895
-9,276
1025
$5.57M ﹤0.01%
281,437
+106,044