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
$391B
AUM Growth
-$38.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,762
New
Increased
Reduced
Closed

Top Buys

1 +$957M
2 +$866M
3 +$692M
4
NVDA icon
NVIDIA
NVDA
+$639M
5
BABA icon
Alibaba
BABA
+$522M

Top Sells

1 +$20.3B
2 +$10.9B
3 +$1.64B
4
AMAT icon
Applied Materials
AMAT
+$1.09B
5
PLD icon
Prologis
PLD
+$1.03B

Sector Composition

1 Technology 29.67%
2 Financials 14.84%
3 Healthcare 13.16%
4 Communication Services 8.88%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$16.8M ﹤0.01%
1,209,457
+87,105
1027
$16.7M ﹤0.01%
340,258
+152,953
1028
$16.7M ﹤0.01%
100,860
+9,118
1029
$16.7M ﹤0.01%
716,560
-458,160
1030
$16.7M ﹤0.01%
143,677
+10,855
1031
$16.6M ﹤0.01%
212,438
+19,373
1032
$16.6M ﹤0.01%
219,598
+34,647
1033
$16.6M ﹤0.01%
234,467
+43,483
1034
$16.6M ﹤0.01%
803,988
+79,428
1035
$16.6M ﹤0.01%
871,958
+58,350
1036
$16.5M ﹤0.01%
187,230
-22,286
1037
$16.4M ﹤0.01%
495,948
-405,312
1038
$16.3M ﹤0.01%
136,674
+11,097
1039
$16.3M ﹤0.01%
831,325
-38,196
1040
$16.3M ﹤0.01%
226,872
+16,000
1041
$16.2M ﹤0.01%
285,947
-162,300
1042
$16.2M ﹤0.01%
816,590
+305,064
1043
$16.2M ﹤0.01%
1,062,292
+157,385
1044
$16.1M ﹤0.01%
+86,983
1045
$16.1M ﹤0.01%
488,985
+24,348
1046
$16M ﹤0.01%
325,087
-2,088,391
1047
$16M ﹤0.01%
309,512
+19,120
1048
$16M ﹤0.01%
+55,576
1049
$16M ﹤0.01%
41,872
+2,452
1050
$16M ﹤0.01%
72,725
-45,494