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
$87.7B
AUM Growth
-$2.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,807
New
Increased
Reduced
Closed

Top Buys

1 +$1.29B
2 +$1.02B
3 +$198M
4
PRGO icon
Perrigo
PRGO
+$142M
5
COO icon
Cooper Companies
COO
+$138M

Top Sells

1 +$703M
2 +$227M
3 +$185M
4
XOM icon
Exxon Mobil
XOM
+$176M
5
LNKD
LinkedIn Corporation
LNKD
+$150M

Sector Composition

1 Healthcare 16.88%
2 Financials 14.42%
3 Technology 14.1%
4 Consumer Discretionary 10.24%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$3.67M ﹤0.01%
86,569
+845
1127
$3.66M ﹤0.01%
55,285
-1,645
1128
$3.65M ﹤0.01%
127,417
+3,920
1129
$3.64M ﹤0.01%
206,516
+4,132
1130
$3.61M ﹤0.01%
57,427
-3,034
1131
$3.6M ﹤0.01%
98,516
-1,652
1132
$3.59M ﹤0.01%
252,199
-269,979
1133
$3.58M ﹤0.01%
64,332
+5,862
1134
$3.55M ﹤0.01%
92,248
+1,783
1135
$3.54M ﹤0.01%
275,733
+15,801
1136
$3.52M ﹤0.01%
676,900
+24,890
1137
$3.51M ﹤0.01%
61,716
-14,522
1138
$3.51M ﹤0.01%
82,348
+300
1139
$3.5M ﹤0.01%
101,235
+2,732
1140
$3.48M ﹤0.01%
86,267
-2,300,439
1141
$3.48M ﹤0.01%
47,408
+3,143
1142
$3.48M ﹤0.01%
39,779
+6,962
1143
$3.48M ﹤0.01%
+128,066
1144
$3.47M ﹤0.01%
119,391
-21,506
1145
$3.47M ﹤0.01%
161,530
+8,860
1146
$3.47M ﹤0.01%
119,731
+1,237
1147
$3.46M ﹤0.01%
42,753
-514
1148
$3.44M ﹤0.01%
133,072
-16,699
1149
$3.4M ﹤0.01%
127,896
+16,774
1150
$3.4M ﹤0.01%
196,385
+10,802