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
$191B
AUM Growth
-$42.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,911
New
Increased
Reduced
Closed

Top Buys

1 +$1.19B
2 +$275M
3 +$160M
4
V icon
Visa
V
+$159M
5
BZ icon
Kanzhun
BZ
+$148M

Top Sells

1 +$469M
2 +$297M
3 +$247M
4
MSFT icon
Microsoft
MSFT
+$239M
5
TRP icon
TC Energy
TRP
+$214M

Sector Composition

1 Technology 26.55%
2 Healthcare 15.22%
3 Financials 12.07%
4 Consumer Discretionary 10.14%
5 Communication Services 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1151
$6M ﹤0.01%
27,826
-1,088
1152
$5.99M ﹤0.01%
140,608
+15,770
1153
$5.99M ﹤0.01%
254,914
-3,670
1154
$5.96M ﹤0.01%
378,260
+59,660
1155
$5.88M ﹤0.01%
360,737
+45,937
1156
$5.87M ﹤0.01%
360,533
-71,800
1157
$5.86M ﹤0.01%
64,030
+525
1158
$5.85M ﹤0.01%
35,615
+1,032
1159
$5.84M ﹤0.01%
122,313
-22,333
1160
$5.84M ﹤0.01%
78,537
+740
1161
$5.83M ﹤0.01%
166,179
+7,209
1162
$5.83M ﹤0.01%
31,503
+1,594
1163
$5.82M ﹤0.01%
46,170
+3,276
1164
$5.81M ﹤0.01%
323,505
-12,726
1165
$5.8M ﹤0.01%
265,559
+187,046
1166
$5.79M ﹤0.01%
87,631
+23,155
1167
$5.76M ﹤0.01%
44,407
+1,826
1168
$5.75M ﹤0.01%
147,632
-6,970
1169
$5.7M ﹤0.01%
48,281
-3,103
1170
$5.68M ﹤0.01%
96,421
-5,386
1171
$5.65M ﹤0.01%
487,288
+69,594
1172
$5.64M ﹤0.01%
49,883
+4,553
1173
$5.6M ﹤0.01%
46,191
-1,504
1174
$5.58M ﹤0.01%
29,668
+4,879
1175
$5.57M ﹤0.01%
94,133
-2,183