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
$178B
AUM Growth
-$12.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,816
New
Increased
Reduced
Closed

Top Buys

1 +$412M
2 +$324M
3 +$310M
4
COP icon
ConocoPhillips
COP
+$262M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$237M

Top Sells

1 +$1.78B
2 +$326M
3 +$258M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$206M
5
UNH icon
UnitedHealth
UNH
+$198M

Sector Composition

1 Technology 25.86%
2 Healthcare 14.95%
3 Financials 12.09%
4 Consumer Discretionary 10.74%
5 Communication Services 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$7.81M ﹤0.01%
151,431
-11,021
1002
$7.8M ﹤0.01%
390,236
+90,947
1003
$7.79M ﹤0.01%
218,542
-32,411
1004
$7.7M ﹤0.01%
491,482
-76,624
1005
$7.68M ﹤0.01%
1,022,795
+85,115
1006
$7.66M ﹤0.01%
205,305
-5,594
1007
$7.64M ﹤0.01%
1,025,250
+129,859
1008
$7.63M ﹤0.01%
106,261
+16,676
1009
$7.53M ﹤0.01%
321,895
-51,536
1010
$7.48M ﹤0.01%
+177,076
1011
$7.42M ﹤0.01%
292,963
-45,928
1012
$7.41M ﹤0.01%
137,691
-22,199
1013
$7.4M ﹤0.01%
113,586
-6,874
1014
$7.4M ﹤0.01%
60,714
-10,766
1015
$7.36M ﹤0.01%
196,577
+10,380
1016
$7.33M ﹤0.01%
402,265
-84,372
1017
$7.32M ﹤0.01%
70,298
-10,888
1018
$7.32M ﹤0.01%
723,321
-81,403
1019
$7.31M ﹤0.01%
240,356
-19,209
1020
$7.3M ﹤0.01%
629,697
-157,582
1021
$7.28M ﹤0.01%
201,466
-28,042
1022
$7.27M ﹤0.01%
173,178
-30,527
1023
$7.22M ﹤0.01%
87,332
-13,666
1024
$7.21M ﹤0.01%
81,511
-14,162
1025
$7.2M ﹤0.01%
16,429
-1,568