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
$127B
AUM Growth
+$8.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,726
New
Increased
Reduced
Closed

Top Buys

1 +$351M
2 +$316M
3 +$310M
4
CRM icon
Salesforce
CRM
+$251M
5
AAPL icon
Apple
AAPL
+$228M

Sector Composition

1 Technology 16.97%
2 Financials 15.78%
3 Healthcare 12.11%
4 Consumer Discretionary 11.64%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$5.1M ﹤0.01%
44,127
+5,535
1102
$5.09M ﹤0.01%
32,510
+3,332
1103
$5.07M ﹤0.01%
241,349
+28,365
1104
$5.05M ﹤0.01%
146,345
+29,937
1105
$5.02M ﹤0.01%
267,102
-1,053
1106
$5.01M ﹤0.01%
252,245
-188,952
1107
$4.97M ﹤0.01%
215,394
+24,241
1108
$4.97M ﹤0.01%
137,262
+25,784
1109
$4.96M ﹤0.01%
292,648
+35,183
1110
$4.96M ﹤0.01%
91,977
-52,091
1111
$4.95M ﹤0.01%
49,687
+2,902
1112
$4.94M ﹤0.01%
130,896
+7,668
1113
$4.93M ﹤0.01%
130,924
+9,766
1114
$4.93M ﹤0.01%
24,273
+1,544
1115
$4.87M ﹤0.01%
83,883
+5,844
1116
$4.87M ﹤0.01%
27,792
+2,198
1117
$4.87M ﹤0.01%
81,513
+5,922
1118
$4.85M ﹤0.01%
106,409
+4,940
1119
$4.84M ﹤0.01%
56,342
+1,343
1120
$4.83M ﹤0.01%
259,183
+76,868
1121
$4.83M ﹤0.01%
173,716
+30,907
1122
$4.83M ﹤0.01%
66,774
+1,480
1123
$4.81M ﹤0.01%
33,649
+4,640
1124
$4.8M ﹤0.01%
293,664
-1,665
1125
$4.76M ﹤0.01%
111,748
+7,981