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
$127B
AUM Growth
+$8.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,726
New
Increased
Reduced
Closed

Top Buys

1 +$351M
2 +$316M
3 +$310M
4
CRM icon
Salesforce
CRM
+$251M
5
AAPL icon
Apple
AAPL
+$228M

Sector Composition

1 Technology 16.97%
2 Financials 15.78%
3 Healthcare 12.11%
4 Consumer Discretionary 11.64%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
$3.94M ﹤0.01%
39,265
+3,387
1177
$3.94M ﹤0.01%
33,458
+12,463
1178
$3.93M ﹤0.01%
261,648
-14,166
1179
$3.92M ﹤0.01%
34,206
+4,267
1180
$3.91M ﹤0.01%
65,704
+5,371
1181
$3.91M ﹤0.01%
398,940
-5,365
1182
$3.91M ﹤0.01%
42,745
+42,674
1183
$3.85M ﹤0.01%
62,583
+10,166
1184
$3.85M ﹤0.01%
62,062
+13,320
1185
$3.84M ﹤0.01%
105,294
+49,323
1186
$3.83M ﹤0.01%
280,285
+56,828
1187
$3.82M ﹤0.01%
247,673
+30,306
1188
$3.79M ﹤0.01%
96,130
+16,634
1189
$3.79M ﹤0.01%
11,460
-6,316
1190
$3.77M ﹤0.01%
45,318
+4,359
1191
$3.76M ﹤0.01%
134,318
+15,177
1192
$3.75M ﹤0.01%
72,598
+11,084
1193
$3.75M ﹤0.01%
53,000
+5,991
1194
$3.75M ﹤0.01%
22,123
+2,709
1195
$3.73M ﹤0.01%
25,497
-2,258
1196
$3.72M ﹤0.01%
244,008
+48
1197
$3.67M ﹤0.01%
43,234
+43,103
1198
$3.65M ﹤0.01%
271,039
+25,698
1199
$3.63M ﹤0.01%
58,569
+8,930
1200
$3.63M ﹤0.01%
154,830
+11,119