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
$116B
AUM Growth
-$18.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,906
New
Increased
Reduced
Closed

Top Buys

1 +$284M
2 +$218M
3 +$146M
4
JNJ icon
Johnson & Johnson
JNJ
+$142M
5
PYPL icon
PayPal
PYPL
+$137M

Top Sells

1 +$339M
2 +$244M
3 +$218M
4
ADBE icon
Adobe
ADBE
+$165M
5
META icon
Meta Platforms (Facebook)
META
+$165M

Sector Composition

1 Technology 17.48%
2 Healthcare 14.9%
3 Financials 14.08%
4 Consumer Discretionary 11.32%
5 Communication Services 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1251
$2.88M ﹤0.01%
47,517
+24,907
1252
$2.87M ﹤0.01%
65,502
1253
$2.86M ﹤0.01%
59,343
+317
1254
$2.85M ﹤0.01%
91,722
+5,466
1255
$2.84M ﹤0.01%
229,182
-6,151
1256
$2.83M ﹤0.01%
47,405
+4,610
1257
$2.83M ﹤0.01%
416,795
+47,397
1258
$2.82M ﹤0.01%
36,293
+1,928
1259
$2.8M ﹤0.01%
62,121
-6,111
1260
$2.8M ﹤0.01%
70,597
+5,679
1261
$2.79M ﹤0.01%
43,398
+787
1262
$2.77M ﹤0.01%
45,056
-2,237
1263
$2.77M ﹤0.01%
284,479
-23,681
1264
$2.76M ﹤0.01%
54,013
+10,632
1265
$2.76M ﹤0.01%
63,093
+3,932
1266
$2.75M ﹤0.01%
120,560
+47,848
1267
$2.74M ﹤0.01%
125,643
+12,908
1268
$2.73M ﹤0.01%
52,421
-8,036
1269
$2.72M ﹤0.01%
158,873
-4,531
1270
$2.72M ﹤0.01%
37
-3
1271
$2.7M ﹤0.01%
24,326
+228
1272
$2.7M ﹤0.01%
658,168
-33,292
1273
$2.7M ﹤0.01%
121,360
-182,116
1274
$2.68M ﹤0.01%
95,987
+4,769
1275
$2.68M ﹤0.01%
33,661
+7,599