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
$116B
AUM Growth
-$18.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,906
New
Increased
Reduced
Closed

Top Buys

1 +$284M
2 +$218M
3 +$146M
4
JNJ icon
Johnson & Johnson
JNJ
+$142M
5
PYPL icon
PayPal
PYPL
+$137M

Top Sells

1 +$339M
2 +$244M
3 +$218M
4
ADBE icon
Adobe
ADBE
+$165M
5
META icon
Meta Platforms (Facebook)
META
+$165M

Sector Composition

1 Technology 17.48%
2 Healthcare 14.9%
3 Financials 14.08%
4 Consumer Discretionary 11.32%
5 Communication Services 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1151
$3.81M ﹤0.01%
183,022
-52,464
1152
$3.81M ﹤0.01%
49,699
-2,504
1153
$3.77M ﹤0.01%
9,876
-270
1154
$3.76M ﹤0.01%
57,960
-1,754
1155
$3.76M ﹤0.01%
162,738
+23,847
1156
$3.74M ﹤0.01%
72,851
-620
1157
$3.74M ﹤0.01%
103,548
-1,612
1158
$3.71M ﹤0.01%
953,675
-68,327
1159
$3.7M ﹤0.01%
58,874
+2,911
1160
$3.69M ﹤0.01%
237,170
+8,256
1161
$3.68M ﹤0.01%
89,618
+4,035
1162
$3.63M ﹤0.01%
779,147
-28,764
1163
$3.61M ﹤0.01%
75,052
-32,241
1164
$3.61M ﹤0.01%
409,688
-9,241
1165
$3.58M ﹤0.01%
111,778
+1,658
1166
$3.57M ﹤0.01%
133,754
+6,196
1167
$3.56M ﹤0.01%
34,814
-2,006
1168
$3.55M ﹤0.01%
+153,756
1169
$3.55M ﹤0.01%
426,669
+8,382
1170
$3.54M ﹤0.01%
94,878
-7,787
1171
$3.53M ﹤0.01%
82,550
+13,156
1172
$3.53M ﹤0.01%
175,497
+11,249
1173
$3.53M ﹤0.01%
368,454
+28,673
1174
$3.53M ﹤0.01%
171,228
-35,948
1175
$3.5M ﹤0.01%
52,680
+5,481