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
$391B
AUM Growth
-$38.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,762
New
Increased
Reduced
Closed

Top Buys

1 +$957M
2 +$866M
3 +$692M
4
NVDA icon
NVIDIA
NVDA
+$639M
5
BABA icon
Alibaba
BABA
+$522M

Top Sells

1 +$20.3B
2 +$10.9B
3 +$1.64B
4
AMAT icon
Applied Materials
AMAT
+$1.09B
5
PLD icon
Prologis
PLD
+$1.03B

Sector Composition

1 Technology 29.67%
2 Financials 14.84%
3 Healthcare 13.16%
4 Communication Services 8.88%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$16M ﹤0.01%
98,610
+9,656
1052
$15.9M ﹤0.01%
77,066
+4,105
1053
$15.9M ﹤0.01%
813,176
+45,481
1054
$15.9M ﹤0.01%
482,332
+20,091
1055
$15.9M ﹤0.01%
297,350
+32,776
1056
$15.9M ﹤0.01%
1,046,667
+12,685
1057
$15.8M ﹤0.01%
157,182
+13,215
1058
$15.7M ﹤0.01%
320,113
+29,458
1059
$15.7M ﹤0.01%
376,747
+20,728
1060
$15.7M ﹤0.01%
79,444
+3,717
1061
$15.7M ﹤0.01%
+330,009
1062
$15.6M ﹤0.01%
339,580
+9,526
1063
$15.6M ﹤0.01%
352,477
+26,157
1064
$15.5M ﹤0.01%
1,042,991
+26,640
1065
$15.5M ﹤0.01%
554,628
+130,985
1066
$15.4M ﹤0.01%
433,241
+53,844
1067
$15.3M ﹤0.01%
126,834
+74,170
1068
$15.3M ﹤0.01%
366,204
+9,235
1069
$15.2M ﹤0.01%
1,477,730
+75,737
1070
$15.2M ﹤0.01%
349,749
+26,676
1071
$15.1M ﹤0.01%
778,963
+37,118
1072
$15.1M ﹤0.01%
311,502
+54,277
1073
$15.1M ﹤0.01%
113,695
-3,798
1074
$15.1M ﹤0.01%
287,471
+11,551
1075
$15M ﹤0.01%
274,522
+34,822