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
$206B
AUM Growth
+$15.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,771
New
Increased
Reduced
Closed

Top Buys

1 +$940M
2 +$911M
3 +$800M
4
PDD icon
Pinduoduo
PDD
+$336M
5
AMD icon
Advanced Micro Devices
AMD
+$289M

Top Sells

1 +$485M
2 +$301M
3 +$236M
4
VMW
VMware, Inc
VMW
+$205M
5
TSM icon
TSMC
TSM
+$143M

Sector Composition

1 Technology 28.09%
2 Healthcare 14.47%
3 Financials 11.1%
4 Consumer Discretionary 10.49%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$5.73M ﹤0.01%
179,661
+5,640
1127
$5.64M ﹤0.01%
475,114
+375,316
1128
$5.64M ﹤0.01%
158,242
+10,653
1129
$5.62M ﹤0.01%
128,941
-10,766
1130
$5.61M ﹤0.01%
101,618
-6,824
1131
$5.6M ﹤0.01%
77,887
-195
1132
$5.57M ﹤0.01%
490,938
+26,535
1133
$5.57M ﹤0.01%
+299,375
1134
$5.56M ﹤0.01%
138,216
+763
1135
$5.54M ﹤0.01%
1,108,486
-63,467
1136
$5.54M ﹤0.01%
130,479
+1,299
1137
$5.54M ﹤0.01%
45,567
+3,327
1138
$5.53M ﹤0.01%
66,876
+9,191
1139
$5.51M ﹤0.01%
111,500
-1,400
1140
$5.5M ﹤0.01%
826,676
-152,687
1141
$5.5M ﹤0.01%
56,779
+2,403
1142
$5.49M ﹤0.01%
137,268
+3,497
1143
$5.47M ﹤0.01%
112,453
-9,393
1144
$5.46M ﹤0.01%
85,630
+10,851
1145
$5.37M ﹤0.01%
+72,674
1146
$5.37M ﹤0.01%
82,237
+22,209
1147
$5.35M ﹤0.01%
65,005
+5,955
1148
$5.34M ﹤0.01%
+82,929
1149
$5.34M ﹤0.01%
43,968
+5,441
1150
$5.28M ﹤0.01%
364,496
+52,325