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
$105B
AUM Growth
+$4.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,698
New
Increased
Reduced
Closed

Top Buys

1 +$294M
2 +$203M
3 +$202M
4
MSFT icon
Microsoft
MSFT
+$144M
5
YELP icon
Yelp
YELP
+$135M

Top Sells

1 +$286M
2 +$234M
3 +$200M
4
AGN
Allergan Inc
AGN
+$197M
5
CCI icon
Crown Castle
CCI
+$168M

Sector Composition

1 Healthcare 15.34%
2 Technology 14.8%
3 Financials 14.56%
4 Consumer Discretionary 9.63%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$3.89M ﹤0.01%
32,526
+10,795
1052
$3.88M ﹤0.01%
380,654
-14,819
1053
$3.88M ﹤0.01%
37,320
+1,300
1054
$3.86M ﹤0.01%
+5,648
1055
$3.84M ﹤0.01%
68,815
+2,800
1056
$3.82M ﹤0.01%
221,723
-8,300
1057
$3.81M ﹤0.01%
125,377
+58,489
1058
$3.8M ﹤0.01%
226,156
+13,588
1059
$3.8M ﹤0.01%
818,593
-376,501
1060
$3.79M ﹤0.01%
62,766
+8,400
1061
$3.79M ﹤0.01%
103,214
+5,600
1062
$3.78M ﹤0.01%
54,906
+6,696
1063
$3.77M ﹤0.01%
531,900
1064
$3.77M ﹤0.01%
107,627
+7,000
1065
$3.76M ﹤0.01%
496,583
-12,200
1066
$3.76M ﹤0.01%
150,399
-2,200
1067
$3.75M ﹤0.01%
83,518
+6,344
1068
$3.75M ﹤0.01%
47,623
+1,700
1069
$3.74M ﹤0.01%
63,475
+2,700
1070
$3.74M ﹤0.01%
28,887
-24,147
1071
$3.72M ﹤0.01%
139,296
+2,343
1072
$3.72M ﹤0.01%
98,574
+46,828
1073
$3.71M ﹤0.01%
188,239
+59,600
1074
$3.69M ﹤0.01%
809,560
+13,184
1075
$3.69M ﹤0.01%
1,378
-31