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
$77.5B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,451
New
Increased
Reduced
Closed

Top Buys

1 +$1.77B
2 +$1.41B
3 +$1.34B
4
MSFT icon
Microsoft
MSFT
+$1.06B
5
JPM icon
JPMorgan Chase
JPM
+$932M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.57%
2 Healthcare 13.73%
3 Technology 13.36%
4 Industrials 9.84%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$2.41M ﹤0.01%
+90,593
1102
$2.4M ﹤0.01%
+173,703
1103
$2.4M ﹤0.01%
+587,976
1104
$2.4M ﹤0.01%
+4,551
1105
$2.4M ﹤0.01%
+48,119
1106
$2.39M ﹤0.01%
+84,900
1107
$2.39M ﹤0.01%
+151,891
1108
$2.38M ﹤0.01%
+31,887
1109
$2.37M ﹤0.01%
+28,906
1110
$2.37M ﹤0.01%
+56,300
1111
$2.36M ﹤0.01%
+84,227
1112
$2.33M ﹤0.01%
+69,509
1113
$2.32M ﹤0.01%
+40,550
1114
$2.32M ﹤0.01%
+51,724
1115
$2.31M ﹤0.01%
+92,223
1116
$2.31M ﹤0.01%
+89,227
1117
$2.29M ﹤0.01%
+133,842
1118
$2.29M ﹤0.01%
+142,206
1119
$2.29M ﹤0.01%
+90,100
1120
$2.27M ﹤0.01%
+29,360
1121
$2.26M ﹤0.01%
+12,178
1122
$2.26M ﹤0.01%
+43,261
1123
$2.25M ﹤0.01%
+3,634
1124
$2.24M ﹤0.01%
+147,898
1125
$2.24M ﹤0.01%
+70,087