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
1076
$14.9M ﹤0.01%
186,318
+6,909
1077
$14.8M ﹤0.01%
+666,330
1078
$14.7M ﹤0.01%
477,822
+32,726
1079
$14.7M ﹤0.01%
377,211
+8,670
1080
$14.7M ﹤0.01%
539,566
+75,060
1081
$14.7M ﹤0.01%
50,466
-840
1082
$14.6M ﹤0.01%
572,686
+56,404
1083
$14.4M ﹤0.01%
163,494
+86
1084
$14.4M ﹤0.01%
298,275
+41,912
1085
$14.4M ﹤0.01%
108,512
+8,887
1086
$14.4M ﹤0.01%
378,014
-1,459,718
1087
$14.4M ﹤0.01%
2,431,244
+1,339,138
1088
$14.4M ﹤0.01%
513,112
+32,151
1089
$14.4M ﹤0.01%
96,686
-2,292
1090
$14.4M ﹤0.01%
268,394
-18,879
1091
$14.4M ﹤0.01%
706,622
-4,004,666
1092
$14.3M ﹤0.01%
229,448
+12,966
1093
$14.3M ﹤0.01%
470,691
+6,312
1094
$14.3M ﹤0.01%
434,291
-254,004
1095
$14.2M ﹤0.01%
396,513
+59,416
1096
$14.2M ﹤0.01%
409,428
+28,366
1097
$14.2M ﹤0.01%
589,615
+41,040
1098
$14.2M ﹤0.01%
411,814
+22,629
1099
$14.2M ﹤0.01%
744,714
+81,066
1100
$14.1M ﹤0.01%
1,049,241
+58,672