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
$105B
AUM Growth
+$4.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,698
New
Increased
Reduced
Closed

Top Buys

1 +$294M
2 +$203M
3 +$202M
4
MSFT icon
Microsoft
MSFT
+$144M
5
YELP icon
Yelp
YELP
+$135M

Top Sells

1 +$286M
2 +$234M
3 +$200M
4
AGN
Allergan Inc
AGN
+$197M
5
CCI icon
Crown Castle
CCI
+$168M

Sector Composition

1 Healthcare 15.34%
2 Technology 14.8%
3 Financials 14.56%
4 Consumer Discretionary 9.63%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$4.38M ﹤0.01%
266,300
-6,200
1027
$4.36M ﹤0.01%
37,992
-9,500
1028
$4.32M ﹤0.01%
121,183
+10,998
1029
$4.3M ﹤0.01%
93,191
+35,700
1030
$4.29M ﹤0.01%
423,037
+14,762
1031
$4.28M ﹤0.01%
40,010
-437
1032
$4.28M ﹤0.01%
150,714
+15,400
1033
$4.27M ﹤0.01%
84,187
+3,500
1034
$4.26M ﹤0.01%
219,600
-5,100
1035
$4.26M ﹤0.01%
88,945
1036
$4.23M ﹤0.01%
61,544
+15,688
1037
$4.21M ﹤0.01%
149,762
-31,400
1038
$4.2M ﹤0.01%
7,487
+6,947
1039
$4.19M ﹤0.01%
90,793
-2,900
1040
$4.13M ﹤0.01%
59,346
1041
$4.1M ﹤0.01%
90,685
-124,743
1042
$4.06M ﹤0.01%
42,499
+20,107
1043
$4.04M ﹤0.01%
237,384
+19,500
1044
$4.03M ﹤0.01%
+73,180
1045
$3.98M ﹤0.01%
36,309
-7,595
1046
$3.98M ﹤0.01%
92,563
+21,534
1047
$3.97M ﹤0.01%
50,987
-24,878
1048
$3.97M ﹤0.01%
222,101
-10,106
1049
$3.95M ﹤0.01%
122,840
-9,098
1050
$3.9M ﹤0.01%
103,027
+55,429