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
$148B
AUM Growth
+$8.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,939
New
Increased
Reduced
Closed

Top Buys

1 +$485M
2 +$482M
3 +$390M
4
MA icon
Mastercard
MA
+$270M
5
CMCSA icon
Comcast
CMCSA
+$259M

Top Sells

1 +$225M
2 +$190M
3 +$179M
4
RHT
Red Hat Inc
RHT
+$166M
5
APC
Anadarko Petroleum
APC
+$108M

Sector Composition

1 Technology 18.8%
2 Financials 14.07%
3 Healthcare 13.13%
4 Consumer Discretionary 12.1%
5 Communication Services 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1151
$5.26M ﹤0.01%
271,677
-6,955
1152
$5.25M ﹤0.01%
58,279
+25
1153
$5.24M ﹤0.01%
38,989
+1,043
1154
$5.24M ﹤0.01%
324,293
+43,235
1155
$5.23M ﹤0.01%
111,568
+1,849
1156
$5.21M ﹤0.01%
133,853
+1,871
1157
$5.18M ﹤0.01%
258,431
+7,380
1158
$5.16M ﹤0.01%
46,327
+8,477
1159
$5.15M ﹤0.01%
174,856
-176
1160
$5.11M ﹤0.01%
223,533
+18,485
1161
$5.09M ﹤0.01%
189,862
-89
1162
$5.08M ﹤0.01%
163,995
+680
1163
$5.07M ﹤0.01%
46,262
+7,534
1164
$5.07M ﹤0.01%
7,639
-44
1165
$5.06M ﹤0.01%
141,095
+20,031
1166
$5.05M ﹤0.01%
14,314
+3,603
1167
$5.04M ﹤0.01%
476,234
+11,743
1168
$5.03M ﹤0.01%
184,984
-11,829
1169
$5.01M ﹤0.01%
57,329
+3,480
1170
$4.97M ﹤0.01%
28,056
+2,020
1171
$4.97M ﹤0.01%
121,578
-8,158
1172
$4.95M ﹤0.01%
57,657
-538
1173
$4.93M ﹤0.01%
97,131
-195
1174
$4.93M ﹤0.01%
113,376
+5,241
1175
$4.9M ﹤0.01%
555,159
-8,863