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
1201
$3.63M ﹤0.01%
120,563
+20,041
1202
$3.62M ﹤0.01%
42,086
+5,628
1203
$3.62M ﹤0.01%
80,685
+19,846
1204
$3.61M ﹤0.01%
29,818
-25,154
1205
$3.59M ﹤0.01%
221,086
+54,009
1206
$3.59M ﹤0.01%
175,096
-8,901
1207
$3.59M ﹤0.01%
49,613
+4,423
1208
$3.59M ﹤0.01%
40,617
+5,113
1209
$3.58M ﹤0.01%
82,522
-47,239
1210
$3.56M ﹤0.01%
45,118
-168
1211
$3.56M ﹤0.01%
90,045
+13,581
1212
$3.55M ﹤0.01%
68,733
+10,025
1213
$3.53M ﹤0.01%
1,247,084
+107,820
1214
$3.53M ﹤0.01%
71,020
+7,237
1215
$3.53M ﹤0.01%
74,921
+30,813
1216
$3.52M ﹤0.01%
411,127
+71,795
1217
$3.5M ﹤0.01%
104,206
+40,653
1218
$3.49M ﹤0.01%
9,984
+1,411
1219
$3.46M ﹤0.01%
72,370
+5,961
1220
$3.44M ﹤0.01%
424,574
+23,594
1221
$3.43M ﹤0.01%
66,989
+10,334
1222
$3.42M ﹤0.01%
16,429
+4,139
1223
$3.42M ﹤0.01%
5,674
+516
1224
$3.4M ﹤0.01%
201,413
+43,911
1225
$3.39M ﹤0.01%
84,135
+7,962