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
$110B
AUM Growth
+$6.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,612
New
Increased
Reduced
Closed

Top Buys

1 +$200M
2 +$195M
3 +$145M
4
JPM icon
JPMorgan Chase
JPM
+$130M
5
BABA icon
Alibaba
BABA
+$123M

Sector Composition

1 Technology 15.97%
2 Financials 15.35%
3 Healthcare 13.71%
4 Consumer Discretionary 10.59%
5 Communication Services 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$5.34M ﹤0.01%
541,551
+48,697
1027
$5.34M ﹤0.01%
194,599
-148,114
1028
$5.32M ﹤0.01%
317,738
+97,801
1029
$5.29M ﹤0.01%
104,777
+19,762
1030
$5.29M ﹤0.01%
94,469
+22,183
1031
$5.28M ﹤0.01%
98,410
+69,746
1032
$5.2M ﹤0.01%
226,021
+32,719
1033
$5.2M ﹤0.01%
100,793
+27,564
1034
$5.2M ﹤0.01%
149,164
+149,128
1035
$5.19M ﹤0.01%
35,026
-100
1036
$5.19M ﹤0.01%
68,122
+4,770
1037
$5.19M ﹤0.01%
238,831
+28,170
1038
$5.18M ﹤0.01%
102,689
+22,334
1039
$5.18M ﹤0.01%
113,021
-9,100
1040
$5.16M ﹤0.01%
56,250
+12,189
1041
$5.14M ﹤0.01%
108,715
+29,397
1042
$5.13M ﹤0.01%
98,047
-75,749
1043
$5.12M ﹤0.01%
60,498
+8,761
1044
$5.11M ﹤0.01%
130,792
+9,602
1045
$5.06M ﹤0.01%
90,367
+22,644
1046
$5.05M ﹤0.01%
206,781
-1,771
1047
$5.03M ﹤0.01%
139,246
+1,661
1048
$5.03M ﹤0.01%
222,004
-45,700
1049
$4.99M ﹤0.01%
135,660
+7,346
1050
$4.95M ﹤0.01%
180,034
+9,049