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
+$15.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,771
New
Increased
Reduced
Closed

Top Buys

1 +$940M
2 +$911M
3 +$800M
4
PDD icon
Pinduoduo
PDD
+$336M
5
AMD icon
Advanced Micro Devices
AMD
+$289M

Top Sells

1 +$485M
2 +$301M
3 +$236M
4
VMW
VMware, Inc
VMW
+$205M
5
TSM icon
TSMC
TSM
+$143M

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
1251
$4.26M ﹤0.01%
171,394
+16,666
1252
$4.26M ﹤0.01%
+103,154
1253
$4.25M ﹤0.01%
204,769
+8,480
1254
$4.25M ﹤0.01%
105,967
-15,952
1255
$4.25M ﹤0.01%
69,667
-2,338
1256
$4.24M ﹤0.01%
48,265
+264
1257
$4.21M ﹤0.01%
77,719
+6,019
1258
$4.21M ﹤0.01%
+308,076
1259
$4.18M ﹤0.01%
33,670
-965
1260
$4.16M ﹤0.01%
44,219
+2,039
1261
$4.16M ﹤0.01%
101,031
+2,848
1262
$4.15M ﹤0.01%
376,961
+32,631
1263
$4.15M ﹤0.01%
353,656
+12,677
1264
$4.14M ﹤0.01%
141,312
+76,026
1265
$4.14M ﹤0.01%
47,595
+4,833
1266
$4.12M ﹤0.01%
22,252
+927
1267
$4.12M ﹤0.01%
198,735
-303,522
1268
$4.1M ﹤0.01%
92,379
-3,472
1269
$4.08M ﹤0.01%
59,578
+3,016
1270
$4.07M ﹤0.01%
82,256
-7,873
1271
$4.07M ﹤0.01%
+195,664
1272
$4.07M ﹤0.01%
52,101
+3,223
1273
$4.07M ﹤0.01%
115,546
+18,254
1274
$4.06M ﹤0.01%
404,743
+46,890
1275
$4.04M ﹤0.01%
195,914
-12,836