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
$99B
AUM Growth
+$5.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,663
New
Increased
Reduced
Closed

Top Buys

1 +$234M
2 +$220M
3 +$200M
4
BWA icon
BorgWarner
BWA
+$127M
5
HAL icon
Halliburton
HAL
+$122M

Top Sells

1 +$246M
2 +$226M
3 +$140M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$118M
5
FCX icon
Freeport-McMoran
FCX
+$112M

Sector Composition

1 Healthcare 14.05%
2 Technology 14.02%
3 Financials 13.95%
4 Industrials 9.06%
5 Energy 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$3.97M ﹤0.01%
28,700
-44,300
1052
$3.96M ﹤0.01%
59,324
+600
1053
$3.95M ﹤0.01%
718,245
+42,255
1054
$3.92M ﹤0.01%
141,014
+5,100
1055
$3.9M ﹤0.01%
93,693
-2,900
1056
$3.89M ﹤0.01%
55,159
+500
1057
$3.88M ﹤0.01%
302,290
+7,500
1058
$3.85M ﹤0.01%
+258,400
1059
$3.82M ﹤0.01%
126,263
+200
1060
$3.81M ﹤0.01%
44,536
+11,916
1061
$3.78M ﹤0.01%
104,286
1062
$3.77M ﹤0.01%
134,349
+1,900
1063
$3.74M ﹤0.01%
90,082
+800
1064
$3.73M ﹤0.01%
234,723
-1,100,744
1065
$3.7M ﹤0.01%
112,635
+4,725
1066
$3.7M ﹤0.01%
20,900
-1,157
1067
$3.69M ﹤0.01%
79,887
-100
1068
$3.69M ﹤0.01%
38,503
+211
1069
$3.68M ﹤0.01%
86,872
+800
1070
$3.67M ﹤0.01%
43,495
+2,785
1071
$3.67M ﹤0.01%
817,088
-9,608
1072
$3.67M ﹤0.01%
240,298
1073
$3.66M ﹤0.01%
90,800
+1,200
1074
$3.64M ﹤0.01%
204,984
+52,400
1075
$3.64M ﹤0.01%
49,185
-12,400