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
$77.5B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,451
New
Increased
Reduced
Closed

Top Buys

1 +$1.77B
2 +$1.41B
3 +$1.34B
4
MSFT icon
Microsoft
MSFT
+$1.06B
5
JPM icon
JPMorgan Chase
JPM
+$932M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.57%
2 Healthcare 13.73%
3 Technology 13.36%
4 Industrials 9.84%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
$1.97M ﹤0.01%
+1,131,371
1177
$1.97M ﹤0.01%
+27,279
1178
$1.97M ﹤0.01%
+164,505
1179
$1.97M ﹤0.01%
+155,210
1180
$1.96M ﹤0.01%
+79,100
1181
$1.96M ﹤0.01%
+32,788
1182
$1.96M ﹤0.01%
+24,076
1183
$1.96M ﹤0.01%
+111,700
1184
$1.94M ﹤0.01%
+63,288
1185
$1.93M ﹤0.01%
+41,040
1186
$1.93M ﹤0.01%
+52,297
1187
$1.92M ﹤0.01%
+6,574
1188
$1.92M ﹤0.01%
+62,848
1189
$1.9M ﹤0.01%
+187,345
1190
$1.9M ﹤0.01%
+44,060
1191
$1.9M ﹤0.01%
+48,595
1192
$1.89M ﹤0.01%
+76,545
1193
$1.88M ﹤0.01%
+48,274
1194
$1.87M ﹤0.01%
+22,509
1195
$1.86M ﹤0.01%
+92,617
1196
$1.85M ﹤0.01%
+42,619
1197
$1.85M ﹤0.01%
+58,088
1198
$1.84M ﹤0.01%
+167,619
1199
$1.84M ﹤0.01%
+60,700
1200
$1.84M ﹤0.01%
+88,006