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
$206B
AUM Growth
+$15.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,771
New
Increased
Reduced
Closed

Top Buys

1 +$940M
2 +$911M
3 +$800M
4
PDD icon
Pinduoduo
PDD
+$336M
5
AMD icon
Advanced Micro Devices
AMD
+$289M

Top Sells

1 +$485M
2 +$301M
3 +$236M
4
VMW
VMware, Inc
VMW
+$205M
5
TSM icon
TSMC
TSM
+$143M

Sector Composition

1 Technology 28.09%
2 Healthcare 14.47%
3 Financials 11.1%
4 Consumer Discretionary 10.49%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$7.48M ﹤0.01%
134,041
+5,546
1027
$7.47M ﹤0.01%
267,863
+397
1028
$7.46M ﹤0.01%
+83,935
1029
$7.44M ﹤0.01%
55,171
-4,917
1030
$7.43M ﹤0.01%
60,261
+4,385
1031
$7.39M ﹤0.01%
215,122
+6,686
1032
$7.37M ﹤0.01%
563,264
-77,548
1033
$7.36M ﹤0.01%
309,989
-7,101
1034
$7.32M ﹤0.01%
125,732
+3,577
1035
$7.28M ﹤0.01%
41,606
+758
1036
$7.26M ﹤0.01%
410,648
-7,851
1037
$7.26M ﹤0.01%
+398,197
1038
$7.25M ﹤0.01%
+86,263
1039
$7.23M ﹤0.01%
236,023
-12,480
1040
$7.22M ﹤0.01%
372,766
+17,763
1041
$7.21M ﹤0.01%
504,169
+13,060
1042
$7.19M ﹤0.01%
370,867
+27,662
1043
$7.18M ﹤0.01%
39,100
+1,505
1044
$7.18M ﹤0.01%
612,246
-38,893
1045
$7.17M ﹤0.01%
417,823
-934,477
1046
$7.14M ﹤0.01%
187,607
+5,859
1047
$7.09M ﹤0.01%
557,336
+21,780
1048
$7.02M ﹤0.01%
194,954
+21,941
1049
$7.02M ﹤0.01%
349,797
+97,533
1050
$6.95M ﹤0.01%
92,276
+4,736