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
$206B
AUM Growth
+$15.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,771
New
Increased
Reduced
Closed

Top Buys

1 +$940M
2 +$911M
3 +$800M
4
PDD icon
Pinduoduo
PDD
+$336M
5
AMD icon
Advanced Micro Devices
AMD
+$289M

Top Sells

1 +$485M
2 +$301M
3 +$236M
4
VMW
VMware, Inc
VMW
+$205M
5
TSM icon
TSMC
TSM
+$143M

Sector Composition

1 Technology 28.09%
2 Healthcare 14.47%
3 Financials 11.1%
4 Consumer Discretionary 10.49%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$8.08M ﹤0.01%
345,126
+42,593
1002
$8.07M ﹤0.01%
354,577
+12,225
1003
$8.07M ﹤0.01%
261,819
+3,571
1004
$8.07M ﹤0.01%
601,045
+5,850
1005
$8.01M ﹤0.01%
253,184
+13,308
1006
$7.84M ﹤0.01%
787,142
-3,602
1007
$7.84M ﹤0.01%
144,575
-1,364
1008
$7.83M ﹤0.01%
98,845
+5,690
1009
$7.83M ﹤0.01%
124,185
-8,602
1010
$7.82M ﹤0.01%
94,062
+779
1011
$7.76M ﹤0.01%
515,071
-163,636
1012
$7.73M ﹤0.01%
139,263
+347
1013
$7.72M ﹤0.01%
125,552
-7,293
1014
$7.69M ﹤0.01%
525,326
+12,759
1015
$7.67M ﹤0.01%
206,754
+748
1016
$7.66M ﹤0.01%
+419,229
1017
$7.66M ﹤0.01%
98,948
-19,366
1018
$7.65M ﹤0.01%
+406,305
1019
$7.63M ﹤0.01%
105,734
+200
1020
$7.62M ﹤0.01%
68,124
+1,807
1021
$7.6M ﹤0.01%
141,660
+6,412
1022
$7.55M ﹤0.01%
+399,502
1023
$7.55M ﹤0.01%
+148,176
1024
$7.5M ﹤0.01%
411,300
+9,531
1025
$7.48M ﹤0.01%
153,048
+5,661