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
$206B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,677
New
Increased
Reduced
Closed

Top Buys

1 +$649K
2 +$109K
3 +$60.5K

Top Sells

1 +$22.6M
2 +$18.3M
3 +$17M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.96M
5
MDU icon
MDU Resources
MDU
+$5.43M

Sector Composition

1 Technology 28.09%
2 Healthcare 14.47%
3 Financials 11.1%
4 Consumer Discretionary 10.49%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$4.75M ﹤0.01%
42,697
1202
$4.74M ﹤0.01%
143,240
1203
$4.74M ﹤0.01%
55,891
1204
$4.73M ﹤0.01%
80,047
1205
$4.72M ﹤0.01%
32,342
1206
$4.7M ﹤0.01%
61,912
1207
$4.7M ﹤0.01%
22,403
1208
$4.7M ﹤0.01%
20,770
1209
$4.69M ﹤0.01%
55,432
1210
$4.68M ﹤0.01%
205,925
1211
$4.66M ﹤0.01%
284,924
1212
$4.66M ﹤0.01%
262,537
1213
$4.66M ﹤0.01%
70,311
1214
$4.65M ﹤0.01%
66,668
1215
$4.65M ﹤0.01%
56,198
1216
$4.63M ﹤0.01%
59,620
1217
$4.63M ﹤0.01%
55,758
1218
$4.6M ﹤0.01%
154,987
1219
$4.56M ﹤0.01%
279,988
1220
$4.55M ﹤0.01%
55,017
1221
$4.55M ﹤0.01%
591,390
1222
$4.52M ﹤0.01%
35,765
1223
$4.52M ﹤0.01%
112,603
1224
$4.5M ﹤0.01%
243,006
1225
$4.5M ﹤0.01%
71,120