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
$429B
AUM Growth
+$39.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,857
New
Increased
Reduced
Closed

Top Buys

1 +$3.29B
2 +$2.75B
3 +$2.26B
4
AMZN icon
Amazon
AMZN
+$1.79B
5
UNH icon
UnitedHealth
UNH
+$1.16B

Top Sells

1 +$1.19B
2 +$415M
3 +$288M
4
HDB icon
HDFC Bank
HDB
+$211M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$202M

Sector Composition

1 Technology 34.76%
2 Financials 12.98%
3 Consumer Discretionary 11.47%
4 Healthcare 10.94%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$17.1M ﹤0.01%
724,560
+56,885
1027
$17.1M ﹤0.01%
162,893
+21,867
1028
$16.9M ﹤0.01%
466,662
+24,245
1029
$16.8M ﹤0.01%
503,387
+99,843
1030
$16.7M ﹤0.01%
466,889
+90,640
1031
$16.7M ﹤0.01%
609,588
-50,677
1032
$16.7M ﹤0.01%
75,727
+11,235
1033
$16.6M ﹤0.01%
325,276
+53,529
1034
$16.6M ﹤0.01%
39,420
+5,850
1035
$16.5M ﹤0.01%
174,069
+8,087
1036
$16.5M ﹤0.01%
457,980
+20,514
1037
$16.5M ﹤0.01%
434,213
+13,052
1038
$16.4M ﹤0.01%
326,320
-5,472
1039
$16.4M ﹤0.01%
330,054
+38,383
1040
$16.4M ﹤0.01%
602,820
-84,498
1041
$16.3M ﹤0.01%
123,349
+22,535
1042
$16.3M ﹤0.01%
404,667
-23,862
1043
$16.3M ﹤0.01%
122,395
-2,151
1044
$16.2M ﹤0.01%
320,763
+33,030
1045
$16.1M ﹤0.01%
1,122,352
+97,403
1046
$16.1M ﹤0.01%
174,401
+21,971
1047
$16.1M ﹤0.01%
140,240
+19,380
1048
$16M ﹤0.01%
368,541
-133,732
1049
$16M ﹤0.01%
464,379
+63,459
1050
$16M ﹤0.01%
165,344
+24,528