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
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,677
New
Increased
Reduced
Closed

Top Buys

1 +$649K
2 +$109K
3 +$60.5K

Top Sells

1 +$22.6M
2 +$18.3M
3 +$17M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.96M
5
MDU icon
MDU Resources
MDU
+$5.43M

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
1002
$8.07M ﹤0.01%
354,577
1003
$8.07M ﹤0.01%
261,819
1004
$8.07M ﹤0.01%
601,045
1005
$8.01M ﹤0.01%
253,184
1006
$7.84M ﹤0.01%
787,142
1007
$7.84M ﹤0.01%
144,575
1008
$7.83M ﹤0.01%
98,845
1009
$7.83M ﹤0.01%
124,185
1010
$7.82M ﹤0.01%
94,062
1011
$7.76M ﹤0.01%
515,071
1012
$7.73M ﹤0.01%
139,263
1013
$7.72M ﹤0.01%
125,552
1014
$7.69M ﹤0.01%
525,326
1015
$7.67M ﹤0.01%
206,754
1016
$7.66M ﹤0.01%
419,229
1017
$7.66M ﹤0.01%
98,948
1018
$7.65M ﹤0.01%
406,305
1019
$7.63M ﹤0.01%
105,734
1020
$7.62M ﹤0.01%
68,124
1021
$7.6M ﹤0.01%
141,660
1022
$7.55M ﹤0.01%
399,502
1023
$7.55M ﹤0.01%
148,176
1024
$7.5M ﹤0.01%
411,300
1025
$7.48M ﹤0.01%
153,048