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
$86.2B
AUM Growth
-$1.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,751
New
Increased
Reduced
Closed

Top Buys

1 +$264M
2 +$185M
3 +$162M
4
CB icon
Chubb
CB
+$111M
5
UAA icon
Under Armour
UAA
+$108M

Top Sells

1 +$234M
2 +$154M
3 +$133M
4
PFE icon
Pfizer
PFE
+$121M
5
SCHW icon
Charles Schwab
SCHW
+$119M

Sector Composition

1 Healthcare 15.48%
2 Technology 14.76%
3 Financials 13.4%
4 Consumer Discretionary 10.5%
5 Communication Services 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$3.14M ﹤0.01%
104,391
-11,554
1127
$3.14M ﹤0.01%
73,039
-22,498
1128
$3.13M ﹤0.01%
60,562
-7,398
1129
$3.12M ﹤0.01%
94,099
-10,810
1130
$3.12M ﹤0.01%
371,132
-33,601
1131
$3.12M ﹤0.01%
44,979
-2,503
1132
$3.11M ﹤0.01%
108,725
-6,939
1133
$3.1M ﹤0.01%
7,835
-568
1134
$3.09M ﹤0.01%
72,872
-10,617
1135
$3.09M ﹤0.01%
81,050
-10,587
1136
$3.08M ﹤0.01%
40,400
-6,489
1137
$3.07M ﹤0.01%
101,527
-5,749
1138
$3.06M ﹤0.01%
325,406
+14,612
1139
$3.06M ﹤0.01%
35,839
-11,178
1140
$3.06M ﹤0.01%
24,510
-2,406
1141
$3.06M ﹤0.01%
145,373
-134,274
1142
$3.06M ﹤0.01%
30,404
-9,375
1143
$3.05M ﹤0.01%
74,449
-11,818
1144
$3.04M ﹤0.01%
50,365
-13,967
1145
$3.03M ﹤0.01%
52,263
-4,041
1146
$3.03M ﹤0.01%
43,731
-3,677
1147
$3.02M ﹤0.01%
60,408
-4,877
1148
$3.02M ﹤0.01%
104,325
-696,363
1149
$2.99M ﹤0.01%
27,406
+17,555
1150
$2.97M ﹤0.01%
169,629
-55,593