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
$77.5B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,451
New
Increased
Reduced
Closed

Top Buys

1 +$1.77B
2 +$1.41B
3 +$1.34B
4
MSFT icon
Microsoft
MSFT
+$1.06B
5
JPM icon
JPMorgan Chase
JPM
+$932M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.57%
2 Healthcare 13.73%
3 Technology 13.36%
4 Industrials 9.84%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$3.15M ﹤0.01%
+2,878
1027
$3.14M ﹤0.01%
+37,351
1028
$3.12M ﹤0.01%
+41,496
1029
$3.1M ﹤0.01%
+124,800
1030
$3.1M ﹤0.01%
+178,018
1031
$3.09M ﹤0.01%
+68,631
1032
$3.09M ﹤0.01%
+31,199
1033
$3.08M ﹤0.01%
+131,412
1034
$3.04M ﹤0.01%
+92,368
1035
$3.03M ﹤0.01%
+118,840
1036
$3.02M ﹤0.01%
+14,984
1037
$3.01M ﹤0.01%
+11,450
1038
$2.99M ﹤0.01%
+59,906
1039
$2.97M ﹤0.01%
+41,121
1040
$2.97M ﹤0.01%
+122,294
1041
0
1042
$2.95M ﹤0.01%
+69,529
1043
$2.94M ﹤0.01%
+204,998
1044
$2.92M ﹤0.01%
+121,234
1045
$2.91M ﹤0.01%
+165,429
1046
$2.9M ﹤0.01%
+73,789
1047
$2.9M ﹤0.01%
+1,244,200
1048
$2.89M ﹤0.01%
+34,447
1049
$2.87M ﹤0.01%
+31,518
1050
$2.87M ﹤0.01%
+361,188