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
$105B
AUM Growth
+$4.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,698
New
Increased
Reduced
Closed

Top Buys

1 +$294M
2 +$203M
3 +$202M
4
MSFT icon
Microsoft
MSFT
+$144M
5
YELP icon
Yelp
YELP
+$135M

Top Sells

1 +$286M
2 +$234M
3 +$200M
4
AGN
Allergan Inc
AGN
+$197M
5
CCI icon
Crown Castle
CCI
+$168M

Sector Composition

1 Healthcare 15.34%
2 Technology 14.8%
3 Financials 14.56%
4 Consumer Discretionary 9.63%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$3.33M ﹤0.01%
181,230
+16,000
1102
$3.32M ﹤0.01%
128,244
+4,800
1103
$3.31M ﹤0.01%
115,211
+8,447
1104
$3.27M ﹤0.01%
75,096
+4,595
1105
$3.27M ﹤0.01%
122,323
-7,682
1106
$3.23M ﹤0.01%
105,246
+2,900
1107
$3.23M ﹤0.01%
195,994
-10,200
1108
$3.22M ﹤0.01%
141,449
+4,800
1109
$3.22M ﹤0.01%
22,999
+700
1110
$3.21M ﹤0.01%
72,113
-10,202
1111
$3.2M ﹤0.01%
51,528
+2,900
1112
$3.19M ﹤0.01%
50,865
+3,200
1113
$3.17M ﹤0.01%
162,592
+2,600
1114
$3.15M ﹤0.01%
45,018
+9,300
1115
$3.14M ﹤0.01%
214,612
-9,600
1116
$3.13M ﹤0.01%
227,520
+10,375
1117
$3.12M ﹤0.01%
60,879
+8,959
1118
$3.11M ﹤0.01%
93,700
+12,816
1119
$3.11M ﹤0.01%
133,633
+5,000
1120
$3.1M ﹤0.01%
56,041
+5,688
1121
$3.1M ﹤0.01%
94,390
-46,595
1122
$3.08M ﹤0.01%
26,793
+1,200
1123
$3.08M ﹤0.01%
87,400
+69,900
1124
$3.07M ﹤0.01%
50,171
+2,200
1125
$3.07M ﹤0.01%
108,127
+3,200