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
$429B
AUM Growth
+$39.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,857
New
Increased
Reduced
Closed

Top Buys

1 +$3.29B
2 +$2.75B
3 +$2.26B
4
AMZN icon
Amazon
AMZN
+$1.79B
5
UNH icon
UnitedHealth
UNH
+$1.16B

Top Sells

1 +$1.19B
2 +$415M
3 +$288M
4
HDB icon
HDFC Bank
HDB
+$211M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$202M

Sector Composition

1 Technology 34.76%
2 Financials 12.98%
3 Consumer Discretionary 11.47%
4 Healthcare 10.94%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1076
$14.7M ﹤0.01%
566,589
+20,284
1077
$14.7M ﹤0.01%
428,975
+152,462
1078
$14.7M ﹤0.01%
711,356
+101,431
1079
$14.7M ﹤0.01%
1,377,156
+36,084
1080
$14.7M ﹤0.01%
98,978
+6,223
1081
$14.6M ﹤0.01%
990,569
+107,564
1082
$14.5M ﹤0.01%
3,676,474
+150,760
1083
$14.5M ﹤0.01%
132,822
+11,586
1084
$14.4M ﹤0.01%
1,252,971
+9,808
1085
$14.4M ﹤0.01%
371,803
-50,027
1086
$14.4M ﹤0.01%
323,073
+24,851
1087
$14.3M ﹤0.01%
36,378
+4,643
1088
$14.3M ﹤0.01%
381,062
+130,444
1089
$14.3M ﹤0.01%
96,180
+3,720
1090
$14.3M ﹤0.01%
1,727,901
+1,273,129
1091
$14.3M ﹤0.01%
340,955
-13,690
1092
$14.3M ﹤0.01%
2,684,888
+197,534
1093
$14.2M ﹤0.01%
125,798
+19,426
1094
$14.2M ﹤0.01%
159,131
+20,904
1095
$14.2M ﹤0.01%
290,124
-53,759
1096
$14.1M ﹤0.01%
99,625
+9,474
1097
$14.1M ﹤0.01%
72,961
+14,982
1098
$14.1M ﹤0.01%
1,662,492
+14,873
1099
$14.1M ﹤0.01%
1,192,725
-221,647
1100
$14.1M ﹤0.01%
1,907,727
-39,115