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
$110B
AUM Growth
+$6.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,612
New
Increased
Reduced
Closed

Top Buys

1 +$200M
2 +$195M
3 +$145M
4
JPM icon
JPMorgan Chase
JPM
+$130M
5
BABA icon
Alibaba
BABA
+$123M

Sector Composition

1 Technology 15.97%
2 Financials 15.35%
3 Healthcare 13.71%
4 Consumer Discretionary 10.59%
5 Communication Services 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1076
$4.64M ﹤0.01%
100,725
+12,229
1077
$4.63M ﹤0.01%
107,786
-2,672
1078
$4.61M ﹤0.01%
228,101
-35,565
1079
$4.59M ﹤0.01%
294,090
+47,907
1080
$4.54M ﹤0.01%
73,513
+17,737
1081
$4.54M ﹤0.01%
52,768
+5,161
1082
$4.52M ﹤0.01%
91,835
+22,215
1083
$4.52M ﹤0.01%
59,249
+15,485
1084
$4.51M ﹤0.01%
39,061
+2,911
1085
$4.47M ﹤0.01%
190,710
+25,275
1086
$4.46M ﹤0.01%
133,709
+22,510
1087
$4.43M ﹤0.01%
122,338
-74,659
1088
$4.43M ﹤0.01%
114,103
+32,188
1089
$4.43M ﹤0.01%
56,861
+3,535
1090
$4.42M ﹤0.01%
152,700
+15,553
1091
$4.41M ﹤0.01%
107,690
+5,600
1092
$4.39M ﹤0.01%
129,897
+14,034
1093
$4.36M ﹤0.01%
27,565
+3,069
1094
$4.36M ﹤0.01%
102,246
+17,027
1095
$4.35M ﹤0.01%
158,147
+31,305
1096
$4.32M ﹤0.01%
187,933
+4,684
1097
$4.31M ﹤0.01%
116,756
-3,304
1098
$4.31M ﹤0.01%
51,215
+2,621
1099
$4.3M ﹤0.01%
97,154
+16,686
1100
$4.29M ﹤0.01%
48,228
-10,823