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
$89.2B
AUM Growth
-$3.72B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,878
New
Increased
Reduced
Closed

Top Buys

1 +$190M
2 +$145M
3 +$137M
4
LYB icon
LyondellBasell Industries
LYB
+$135M
5
TT icon
Trane Technologies
TT
+$129M

Top Sells

1 +$253M
2 +$225M
3 +$196M
4
AGN
Allergan plc
AGN
+$169M
5
CVS icon
CVS Health
CVS
+$167M

Sector Composition

1 Financials 15.05%
2 Technology 14.96%
3 Healthcare 13.85%
4 Consumer Discretionary 9.89%
5 Communication Services 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$3.12M ﹤0.01%
59,281
-25,255
1052
$3.12M ﹤0.01%
33,761
-71,579
1053
$3.12M ﹤0.01%
249,558
-137,425
1054
$3.11M ﹤0.01%
119,878
-90,630
1055
$3.11M ﹤0.01%
68,780
+11,965
1056
$3.09M ﹤0.01%
42,806
-1,126
1057
$3.08M ﹤0.01%
370,715
-69,540
1058
$3.07M ﹤0.01%
68,571
-36,315
1059
$3.06M ﹤0.01%
20,017
-11,634
1060
$3.04M ﹤0.01%
138,675
-63,052
1061
$3.04M ﹤0.01%
33,383
-270,189
1062
$3.03M ﹤0.01%
30,294
-34,606
1063
$3.02M ﹤0.01%
67,761
-4,377
1064
$3.02M ﹤0.01%
100,396
-38,480
1065
$3M ﹤0.01%
57,017
-9,129
1066
$2.99M ﹤0.01%
43,257
-84,576
1067
$2.99M ﹤0.01%
171,762
-47,281
1068
$2.99M ﹤0.01%
54,352
-326,704
1069
$2.98M ﹤0.01%
66,773
+6,445
1070
$2.98M ﹤0.01%
126,811
-5,536
1071
$2.97M ﹤0.01%
90,613
+3,719
1072
$2.96M ﹤0.01%
57,503
-21,311
1073
$2.95M ﹤0.01%
130,360
-55,778
1074
$2.94M ﹤0.01%
42,904
-20,237
1075
$2.94M ﹤0.01%
147,065
-64,715