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
$127B
AUM Growth
+$8.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,726
New
Increased
Reduced
Closed

Top Buys

1 +$351M
2 +$316M
3 +$310M
4
CRM icon
Salesforce
CRM
+$251M
5
AAPL icon
Apple
AAPL
+$228M

Sector Composition

1 Technology 16.97%
2 Financials 15.78%
3 Healthcare 12.11%
4 Consumer Discretionary 11.64%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$6.31M 0.01%
116,681
+9,632
1027
$6.31M 0.01%
155,187
+6,758
1028
$6.29M 0.01%
158,619
+17,494
1029
$6.28M 0.01%
42,951
+1,970
1030
$6.28M 0.01%
285,423
+51,245
1031
$6.26M ﹤0.01%
380,452
+67,066
1032
$6.25M ﹤0.01%
58,919
+10,146
1033
$6.24M ﹤0.01%
181,560
+22,056
1034
$6.19M ﹤0.01%
148,378
-4,134
1035
$6.17M ﹤0.01%
182,138
+40,142
1036
$6.17M ﹤0.01%
98,086
+8,107
1037
$6.15M ﹤0.01%
468,711
+51,006
1038
$6.14M ﹤0.01%
52,055
+3,296
1039
$6.13M ﹤0.01%
310,900
+50,347
1040
$6.13M ﹤0.01%
130,856
+19,992
1041
$6.12M ﹤0.01%
212,676
+41,880
1042
$6.11M ﹤0.01%
24,204
-22,965
1043
$6.1M ﹤0.01%
130,065
+7,723
1044
$6.1M ﹤0.01%
78,890
+7,529
1045
$6.1M ﹤0.01%
254,812
+40,390
1046
$6.06M ﹤0.01%
58,247
-77,921
1047
$6.05M ﹤0.01%
311,468
+78,149
1048
$6.02M ﹤0.01%
287,509
+49,111
1049
$6.02M ﹤0.01%
67,033
+3,985
1050
$6M ﹤0.01%
168,387
+28,411