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
$429B
AUM Growth
+$39.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,857
New
Increased
Reduced
Closed

Top Buys

1
+$3.29B
2
+$2.75B
3
+$2.26B
4
AMZN icon
Amazon
AMZN
+$1.79B
5
UNH icon
UnitedHealth
UNH
+$1.16B

Top Sells

1
+$1.19B
2
+$415M
3
+$288M
4
HDB icon
HDFC Bank
HDB
+$211M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$202M

Sector Composition

1 Technology 34.76%
2 Financials 12.98%
3 Consumer Discretionary 11.47%
4 Healthcare 10.94%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$771M 0.18%
1,447,863
+23,655
102
$761M 0.18%
2,753,719
+366,559
103
$755M 0.18%
1,780,742
+48,941
104
$753M 0.18%
1,590,679
+220,681
105
$751M 0.18%
1,191,262
+300,015
106
$747M 0.17%
6,209,376
+854,220
107
$733M 0.17%
1,510,830
-23,640
108
$725M 0.17%
12,019,502
+269,713
109
$724M 0.17%
1,230,000
-310,937
110
$721M 0.17%
2,003,006
+257,035
111
$720M 0.17%
7,893,188
+1,599,140
112
$712M 0.17%
8,910,161
+1,566,776
113
$708M 0.17%
4,109,020
+678,111
114
$708M 0.17%
3,333,615
+668,023
115
$701M 0.16%
6,058,110
+171,496
116
$700M 0.16%
982,064
+226,952
117
$689M 0.16%
3,052,051
-9,588
118
$689M 0.16%
2,495,592
+326,633
119
$665M 0.16%
4,078,578
+182,472
120
$662M 0.15%
1,432,475
+101,411
121
$653M 0.15%
2,712,620
+291,506
122
$652M 0.15%
7,634,664
+1,114,858
123
$631M 0.15%
3,273,376
+322,982
124
$629M 0.15%
1,103,050
+95,806
125
$621M 0.14%
1,815,895
+245,455
3 4
5
6 7