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
$99B
AUM Growth
+$5.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,663
New
Increased
Reduced
Closed

Top Buys

1 +$234M
2 +$220M
3 +$200M
4
BWA icon
BorgWarner
BWA
+$127M
5
HAL icon
Halliburton
HAL
+$122M

Top Sells

1 +$246M
2 +$226M
3 +$140M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$118M
5
FCX icon
Freeport-McMoran
FCX
+$112M

Sector Composition

1 Healthcare 14.05%
2 Technology 14.02%
3 Financials 13.95%
4 Industrials 9.06%
5 Energy 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1226
$2.34M ﹤0.01%
59,047
-228
1227
$2.34M ﹤0.01%
78,427
+300
1228
$2.33M ﹤0.01%
37,318
+3,700
1229
$2.32M ﹤0.01%
44,750
+8,067
1230
$2.31M ﹤0.01%
85,784
+5,700
1231
$2.31M ﹤0.01%
109,574
+900
1232
$2.3M ﹤0.01%
47,110
+600
1233
$2.3M ﹤0.01%
32,961
+800
1234
$2.28M ﹤0.01%
144,097
+3,106
1235
$2.28M ﹤0.01%
66,700
+1,100
1236
$2.27M ﹤0.01%
80,988
+3,800
1237
$2.27M ﹤0.01%
31,059
1238
$2.26M ﹤0.01%
197,524
-35,576
1239
$2.26M ﹤0.01%
26,909
+400
1240
$2.25M ﹤0.01%
51,960
1241
0
1242
$2.25M ﹤0.01%
17,800
-15,800
1243
$2.24M ﹤0.01%
35,004
-25,117
1244
$2.24M ﹤0.01%
125,892
+2,800
1245
$2.23M ﹤0.01%
56,191
+1,300
1246
$2.23M ﹤0.01%
308,996
-20
1247
$2.22M ﹤0.01%
65,200
+16,900
1248
$2.21M ﹤0.01%
48,573
-242,690
1249
$2.19M ﹤0.01%
121,189
+2,800
1250
$2.19M ﹤0.01%
49,056
+561