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
$110B
AUM Growth
+$6.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,612
New
Increased
Reduced
Closed

Top Buys

1 +$200M
2 +$195M
3 +$145M
4
JPM icon
JPMorgan Chase
JPM
+$130M
5
BABA icon
Alibaba
BABA
+$123M

Sector Composition

1 Technology 15.97%
2 Financials 15.35%
3 Healthcare 13.71%
4 Consumer Discretionary 10.59%
5 Communication Services 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1151
$3.66M ﹤0.01%
108,013
+2,557
1152
$3.65M ﹤0.01%
77,789
+1,518
1153
$3.65M ﹤0.01%
48,739
+1,981
1154
$3.62M ﹤0.01%
43,417
+5,007
1155
$3.61M ﹤0.01%
145,737
+3,125
1156
$3.61M ﹤0.01%
32,261
+4,916
1157
$3.61M ﹤0.01%
180,711
+69,010
1158
$3.6M ﹤0.01%
420,310
+148,777
1159
$3.59M ﹤0.01%
55,600
+20,702
1160
$3.58M ﹤0.01%
107,174
+277
1161
$3.56M ﹤0.01%
98,467
+5,985
1162
$3.56M ﹤0.01%
8,365
+1,551
1163
$3.56M ﹤0.01%
237,027
+10,723
1164
$3.55M ﹤0.01%
96,196
-62,504
1165
$3.54M ﹤0.01%
221,499
+9,792
1166
$3.53M ﹤0.01%
+50,800
1167
$3.51M ﹤0.01%
385,379
-3,416,054
1168
$3.49M ﹤0.01%
36,842
+588
1169
$3.46M ﹤0.01%
30,797
+1,455
1170
$3.45M ﹤0.01%
244,602
+14,152
1171
$3.45M ﹤0.01%
69,332
-6,143
1172
$3.44M ﹤0.01%
169,916
+6,728
1173
$3.44M ﹤0.01%
45,871
+1,254
1174
$3.42M ﹤0.01%
367,500
+45,600
1175
$3.42M ﹤0.01%
4,738
+1,215