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
$241B
AUM Growth
+$7.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,816
New
Increased
Reduced
Closed

Top Buys

1 +$919M
2 +$576M
3 +$521M
4
PG icon
Procter & Gamble
PG
+$485M
5
SNAP icon
Snap
SNAP
+$412M

Top Sells

1 +$428M
2 +$350M
3 +$219M
4
MXIM
Maxim Integrated Products
MXIM
+$183M
5
ALXN
Alexion Pharmaceuticals
ALXN
+$183M

Sector Composition

1 Technology 26.21%
2 Healthcare 13.25%
3 Financials 13.07%
4 Consumer Discretionary 12.28%
5 Communication Services 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$11.3M ﹤0.01%
131,745
+8,876
1002
$11.3M ﹤0.01%
108,219
+4,503
1003
$11.2M ﹤0.01%
245,367
+10,157
1004
$11.1M ﹤0.01%
122,264
-6,062
1005
$11.1M ﹤0.01%
337,353
-161,210
1006
$11.1M ﹤0.01%
740,425
+12,988
1007
$11M ﹤0.01%
75,461
-1,612
1008
$11M ﹤0.01%
+139,956
1009
$10.9M ﹤0.01%
151,741
+423
1010
$10.9M ﹤0.01%
88,847
+404
1011
$10.9M ﹤0.01%
41,902
+897
1012
$10.8M ﹤0.01%
826,601
+25,975
1013
$10.8M ﹤0.01%
325,183
-23,324
1014
$10.8M ﹤0.01%
1,429,946
-63,252
1015
$10.7M ﹤0.01%
20,965
+551
1016
$10.7M ﹤0.01%
79,326
+1,150
1017
$10.7M ﹤0.01%
67,827
+5,782
1018
$10.7M ﹤0.01%
1,041,648
+112,395
1019
$10.7M ﹤0.01%
430,717
+18,669
1020
$10.7M ﹤0.01%
574,063
-21,289
1021
$10.6M ﹤0.01%
224,651
-57,496
1022
$10.6M ﹤0.01%
91,137
-756,419
1023
$10.6M ﹤0.01%
555,670
+20,430
1024
$10.5M ﹤0.01%
116,537
-1,561
1025
$10.5M ﹤0.01%
147,825
+3,580