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
1201
$5.14M ﹤0.01%
69,917
+294
1202
$5.14M ﹤0.01%
1,222,970
+114,994
1203
$5.13M ﹤0.01%
103,043
-2,999
1204
$5.11M ﹤0.01%
80,136
-574
1205
$5.1M ﹤0.01%
385,159
-36,004
1206
$5.09M ﹤0.01%
181,959
+15,456
1207
$5.09M ﹤0.01%
79,080
+2,611
1208
$5.08M ﹤0.01%
19,372
-3,937
1209
$5.08M ﹤0.01%
174,907
-14,202
1210
$5.04M ﹤0.01%
105,172
+2,678
1211
$5.02M ﹤0.01%
500,592
+366,918
1212
$5.01M ﹤0.01%
141,418
-238,000
1213
$5.01M ﹤0.01%
100,126
+2,056
1214
$5M ﹤0.01%
198,766
+3,707
1215
$5M ﹤0.01%
66,616
+152
1216
$4.99M ﹤0.01%
162,009
+11,200
1217
$4.95M ﹤0.01%
23,341
-2,593
1218
$4.95M ﹤0.01%
59,613
+576
1219
$4.94M ﹤0.01%
299,289
+10,737
1220
$4.93M ﹤0.01%
155,840
+52,288
1221
$4.9M ﹤0.01%
334,961
-10,784
1222
$4.89M ﹤0.01%
129,038
+2,499
1223
$4.86M ﹤0.01%
426,282
+23,425
1224
$4.86M ﹤0.01%
88,373
-3,273
1225
$4.85M ﹤0.01%
28,643
-2,270