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
$127B
AUM Growth
+$8.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,726
New
Increased
Reduced
Closed

Top Buys

1 +$351M
2 +$316M
3 +$310M
4
CRM icon
Salesforce
CRM
+$251M
5
AAPL icon
Apple
AAPL
+$228M

Sector Composition

1 Technology 16.97%
2 Financials 15.78%
3 Healthcare 12.11%
4 Consumer Discretionary 11.64%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$5.99M ﹤0.01%
323,352
+33,268
1052
$5.99M ﹤0.01%
53,010
+9,165
1053
$5.99M ﹤0.01%
81,231
-143,754
1054
$5.96M ﹤0.01%
117,874
+8,781
1055
$5.94M ﹤0.01%
109,442
-5,371
1056
$5.88M ﹤0.01%
382,846
+43,152
1057
$5.84M ﹤0.01%
117,826
+10,365
1058
$5.79M ﹤0.01%
332,647
+79,434
1059
$5.77M ﹤0.01%
132,587
+20,557
1060
$5.77M ﹤0.01%
118,878
+10,848
1061
$5.73M ﹤0.01%
+108,474
1062
$5.68M ﹤0.01%
165,340
+14,330
1063
$5.64M ﹤0.01%
6,851
-2,133
1064
$5.62M ﹤0.01%
48,063
+8,655
1065
$5.61M ﹤0.01%
591,247
-70,762
1066
$5.6M ﹤0.01%
169,665
+2,556
1067
$5.6M ﹤0.01%
117,486
+19,044
1068
$5.56M ﹤0.01%
68,822
+5,418
1069
$5.55M ﹤0.01%
160,860
+6,480
1070
$5.54M ﹤0.01%
29,568
+9,294
1071
$5.54M ﹤0.01%
78,011
+3,850
1072
$5.52M ﹤0.01%
110,465
+10,865
1073
$5.51M ﹤0.01%
179,513
-163,798
1074
$5.46M ﹤0.01%
316,455
+45,129
1075
$5.46M ﹤0.01%
74,967
+6,906