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
$80.9B
AUM Growth
+$3.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,541
New
Increased
Reduced
Closed

Top Buys

1 +$162M
2 +$130M
3 +$100M
4
XOM icon
Exxon Mobil
XOM
+$93.7M
5
CHKP icon
Check Point Software Technologies
CHKP
+$91.8M

Top Sells

1 +$209M
2 +$177M
3 +$158M
4
QCOM icon
Qualcomm
QCOM
+$139M
5
GILD icon
Gilead Sciences
GILD
+$129M

Sector Composition

1 Financials 14.18%
2 Healthcare 14.04%
3 Technology 13.54%
4 Industrials 9.9%
5 Consumer Discretionary 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$2.7M ﹤0.01%
286,692
+4,643
1102
$2.69M ﹤0.01%
+56,064
1103
$2.68M ﹤0.01%
32,959
+3,599
1104
$2.66M ﹤0.01%
24,076
1105
$2.65M ﹤0.01%
134,902
-1,196
1106
$2.64M ﹤0.01%
38,408
1107
$2.63M ﹤0.01%
47,475
+19,300
1108
$2.61M ﹤0.01%
64,884
1109
$2.6M ﹤0.01%
60,784
+12,510
1110
$2.6M ﹤0.01%
112,340
-6,500
1111
$2.59M ﹤0.01%
101,378
-146,420
1112
$2.59M ﹤0.01%
36,846
+1,600
1113
$2.58M ﹤0.01%
305,795
+88,600
1114
$2.58M ﹤0.01%
32,265
-8,856
1115
$2.58M ﹤0.01%
51,724
1116
$2.56M ﹤0.01%
89,785
+24,553
1117
$2.56M ﹤0.01%
86,710
+28,200
1118
$2.55M ﹤0.01%
113,234
-8,000
1119
$2.54M ﹤0.01%
70,087
1120
$2.53M ﹤0.01%
84,227
1121
$2.53M ﹤0.01%
11,276
+3,960
1122
$2.52M ﹤0.01%
68,219
-412
1123
$2.52M ﹤0.01%
273,265
1124
$2.5M ﹤0.01%
83,800
-1,100
1125
$2.5M ﹤0.01%
75,136
-239,100