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
$77.5B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,451
New
Increased
Reduced
Closed

Top Buys

1 +$1.77B
2 +$1.41B
3 +$1.34B
4
MSFT icon
Microsoft
MSFT
+$1.06B
5
JPM icon
JPMorgan Chase
JPM
+$932M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.57%
2 Healthcare 13.73%
3 Technology 13.36%
4 Industrials 9.84%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1276
$1.42M ﹤0.01%
+62,672
1277
$1.42M ﹤0.01%
+27,210
1278
$1.42M ﹤0.01%
+51,625
1279
$1.41M ﹤0.01%
+83,500
1280
$1.41M ﹤0.01%
+27,990
1281
$1.4M ﹤0.01%
+82,000
1282
$1.4M ﹤0.01%
+72,595
1283
$1.4M ﹤0.01%
+2,430
1284
$1.39M ﹤0.01%
+52,606
1285
$1.39M ﹤0.01%
+154,097
1286
$1.39M ﹤0.01%
+31,914
1287
$1.38M ﹤0.01%
+44,726
1288
$1.38M ﹤0.01%
+26,773
1289
$1.38M ﹤0.01%
+28,175
1290
$1.38M ﹤0.01%
+55,797
1291
$1.37M ﹤0.01%
+119,691
1292
$1.37M ﹤0.01%
+60,154
1293
$1.37M ﹤0.01%
+32,565
1294
$1.37M ﹤0.01%
+133,796
1295
$1.37M ﹤0.01%
+48,892
1296
$1.35M ﹤0.01%
+71,892
1297
$1.35M ﹤0.01%
+28,998
1298
$1.34M ﹤0.01%
+66,736
1299
$1.33M ﹤0.01%
+49,497
1300
$1.33M ﹤0.01%
+95,401