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
$233B
AUM Growth
-$27.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,909
New
Increased
Reduced
Closed

Top Buys

1 +$591M
2 +$542M
3 +$370M
4
BIDU icon
Baidu
BIDU
+$306M
5
NVDA icon
NVIDIA
NVDA
+$284M

Top Sells

1 +$758M
2 +$528M
3 +$521M
4
SHOP icon
Shopify
SHOP
+$467M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$403M

Sector Composition

1 Technology 27.74%
2 Healthcare 13.27%
3 Financials 12.04%
4 Consumer Discretionary 11.3%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$9.77M ﹤0.01%
189,111
+508
1027
$9.77M ﹤0.01%
432,333
1028
$9.66M ﹤0.01%
38,724
-3,234
1029
$9.64M ﹤0.01%
499,704
-44,218
1030
$9.6M ﹤0.01%
389,149
+6,233
1031
$9.57M ﹤0.01%
947,855
-67,553
1032
$9.52M ﹤0.01%
434,761
+19,041
1033
$9.52M ﹤0.01%
119,968
-1,134
1034
$9.51M ﹤0.01%
259,974
1035
$9.49M ﹤0.01%
246,837
+16,578
1036
$9.46M ﹤0.01%
174,403
+9,030
1037
$9.46M ﹤0.01%
178,904
-7,471
1038
$9.44M ﹤0.01%
435,800
-22,670
1039
$9.42M ﹤0.01%
712,901
-14,480
1040
$9.41M ﹤0.01%
105,734
+7,048
1041
$9.36M ﹤0.01%
217,036
+19,561
1042
$9.36M ﹤0.01%
199,033
+10,253
1043
$9.35M ﹤0.01%
193,950
-7,180
1044
$9.35M ﹤0.01%
16,996
-401
1045
$9.34M ﹤0.01%
231,612
+57,726
1046
$9.33M ﹤0.01%
105,791
+22,720
1047
$9.33M ﹤0.01%
290,180
-11,522
1048
$9.32M ﹤0.01%
295,944
+11,129
1049
$9.28M ﹤0.01%
125,809
-7,170
1050
$9.27M ﹤0.01%
345,745
+24,471