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
$77.5B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,451
New
Increased
Reduced
Closed

Top Buys

1 +$1.77B
2 +$1.41B
3 +$1.34B
4
MSFT icon
Microsoft
MSFT
+$1.06B
5
JPM icon
JPMorgan Chase
JPM
+$932M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.57%
2 Healthcare 13.73%
3 Technology 13.36%
4 Industrials 9.84%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$2.85M ﹤0.01%
+76,915
1052
$2.85M ﹤0.01%
+49,881
1053
$2.85M ﹤0.01%
+66,062
1054
$2.83M ﹤0.01%
+44,126
1055
$2.82M ﹤0.01%
+232,197
1056
$2.82M ﹤0.01%
+230,260
1057
$2.82M ﹤0.01%
+187,490
1058
$2.81M ﹤0.01%
+124,755
1059
$2.8M ﹤0.01%
+50,257
1060
$2.79M ﹤0.01%
+35,246
1061
$2.78M ﹤0.01%
+340,235
1062
$2.76M ﹤0.01%
+96,534
1063
$2.76M ﹤0.01%
+73,698
1064
$2.75M ﹤0.01%
+41,988
1065
$2.74M ﹤0.01%
+72,435
1066
$2.74M ﹤0.01%
+48,059
1067
$2.73M ﹤0.01%
+94,802
1068
$2.72M ﹤0.01%
+63,520
1069
$2.71M ﹤0.01%
+77,999
1070
$2.69M ﹤0.01%
+54,975
1071
$2.69M ﹤0.01%
+86,346
1072
$2.68M ﹤0.01%
+75,272
1073
$2.68M ﹤0.01%
+79,548
1074
$2.67M ﹤0.01%
+62,990
1075
$2.66M ﹤0.01%
+98,789