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
1226
$3.39M ﹤0.01%
83,831
+9,707
1227
$3.39M ﹤0.01%
122,015
+22,412
1228
$3.37M ﹤0.01%
187,170
+39,403
1229
$3.37M ﹤0.01%
34,930
+5,825
1230
$3.37M ﹤0.01%
169,160
+24,344
1231
$3.37M ﹤0.01%
192,007
+10,417
1232
$3.35M ﹤0.01%
69,729
+15,988
1233
$3.35M ﹤0.01%
190,625
+46,054
1234
$3.33M ﹤0.01%
4,851
+589
1235
$3.33M ﹤0.01%
27,985
+567
1236
$3.32M ﹤0.01%
81,904
+1,162
1237
$3.31M ﹤0.01%
36,849
+5,060
1238
$3.31M ﹤0.01%
95,174
+16,755
1239
$3.3M ﹤0.01%
24,442
+1,229
1240
$3.28M ﹤0.01%
88,861
+3,618
1241
$3.28M ﹤0.01%
45,333
+3,645
1242
$3.26M ﹤0.01%
114,507
+58,895
1243
$3.24M ﹤0.01%
175,805
+23,606
1244
$3.23M ﹤0.01%
283,718
+49,594
1245
$3.23M ﹤0.01%
39,788
+5,142
1246
$3.22M ﹤0.01%
65,554
+28,125
1247
$3.22M ﹤0.01%
130,961
+19,537
1248
$3.19M ﹤0.01%
48,885
+47,515
1249
$3.15M ﹤0.01%
242,485
+30,612
1250
$3.12M ﹤0.01%
49,050
+3,558