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
$101B
AUM Growth
+$1.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,630
New
Increased
Reduced
Closed

Top Buys

1 +$210M
2 +$147M
3 +$140M
4
BABA icon
Alibaba
BABA
+$135M
5
C icon
Citigroup
C
+$131M

Top Sells

1 +$287M
2 +$188M
3 +$171M
4
MNST icon
Monster Beverage
MNST
+$167M
5
MA icon
Mastercard
MA
+$124M

Sector Composition

1 Healthcare 14.83%
2 Technology 14.54%
3 Financials 14.28%
4 Consumer Discretionary 9%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$2.38M ﹤0.01%
21,731
+1,387
1202
$2.35M ﹤0.01%
217,048
+21,136
1203
$2.35M ﹤0.01%
47,619
1204
$2.34M ﹤0.01%
63,533
-209,700
1205
$2.31M ﹤0.01%
49,056
1206
$2.31M ﹤0.01%
67,254
+19,483
1207
$2.31M ﹤0.01%
29,996
+400
1208
$2.3M ﹤0.01%
55,745
+5,800
1209
$2.29M ﹤0.01%
42,793
1210
$2.28M ﹤0.01%
33,017
1211
$2.28M ﹤0.01%
71,758
+1,300
1212
$2.27M ﹤0.01%
137,544
-6,553
1213
$2.27M ﹤0.01%
69,032
+1,700
1214
$2.26M ﹤0.01%
44,462
1215
$2.26M ﹤0.01%
66,888
+4,600
1216
$2.25M ﹤0.01%
53,798
-4,349
1217
$2.22M ﹤0.01%
64,622
1218
$2.22M ﹤0.01%
130,692
+4,800
1219
$2.21M ﹤0.01%
43,623
+1,200
1220
$2.21M ﹤0.01%
+62,574
1221
$2.21M ﹤0.01%
56,952
+1,300
1222
$2.21M ﹤0.01%
47,889
+36,090
1223
$2.21M ﹤0.01%
56,115
+1,400
1224
$2.21M ﹤0.01%
100,100
1225
$2.2M ﹤0.01%
33,761
+800