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
$233B
AUM Growth
-$27.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,909
New
Increased
Reduced
Closed

Top Buys

1 +$591M
2 +$542M
3 +$370M
4
BIDU icon
Baidu
BIDU
+$306M
5
NVDA icon
NVIDIA
NVDA
+$284M

Top Sells

1 +$758M
2 +$528M
3 +$521M
4
SHOP icon
Shopify
SHOP
+$467M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$403M

Sector Composition

1 Technology 27.74%
2 Healthcare 13.27%
3 Financials 12.04%
4 Consumer Discretionary 11.3%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$9.25M ﹤0.01%
267,819
+19,165
1052
$9.22M ﹤0.01%
227,168
+5,360
1053
$9.22M ﹤0.01%
223,067
+1,791
1054
$9.18M ﹤0.01%
1,201,158
+114,046
1055
$9.09M ﹤0.01%
154,214
-39,447
1056
$9.04M ﹤0.01%
126,037
+17,453
1057
$9M ﹤0.01%
59,931
+9,116
1058
$8.99M ﹤0.01%
818,844
+96,160
1059
$8.99M ﹤0.01%
663,218
-13,595
1060
$8.98M ﹤0.01%
252,326
+1,071
1061
$8.97M ﹤0.01%
720,524
+76,343
1062
$8.97M ﹤0.01%
257,705
+51,926
1063
$8.96M ﹤0.01%
364,717
+6,316
1064
$8.88M ﹤0.01%
113,547
-10,452
1065
$8.86M ﹤0.01%
51,397
+4,027
1066
$8.85M ﹤0.01%
114,951
+31,365
1067
$8.85M ﹤0.01%
169,237
-36
1068
$8.83M ﹤0.01%
513,787
-54,773
1069
$8.82M ﹤0.01%
225,299
+19,661
1070
$8.79M ﹤0.01%
94,612
+1,110
1071
$8.75M ﹤0.01%
530,752
+41,044
1072
$8.74M ﹤0.01%
94,840
+7,186
1073
$8.72M ﹤0.01%
42,075
+5,159
1074
$8.65M ﹤0.01%
89,073
-45,357
1075
$8.64M ﹤0.01%
549,220
+67,487