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
$148B
AUM Growth
+$8.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,939
New
Increased
Reduced
Closed

Top Buys

1 +$485M
2 +$482M
3 +$390M
4
MA icon
Mastercard
MA
+$270M
5
CMCSA icon
Comcast
CMCSA
+$259M

Top Sells

1 +$225M
2 +$190M
3 +$179M
4
RHT
Red Hat Inc
RHT
+$166M
5
APC
Anadarko Petroleum
APC
+$108M

Sector Composition

1 Technology 18.8%
2 Financials 14.07%
3 Healthcare 13.13%
4 Consumer Discretionary 12.1%
5 Communication Services 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1276
$3.85M ﹤0.01%
39,462
+6,655
1277
$3.81M ﹤0.01%
106,505
-57,536
1278
$3.81M ﹤0.01%
126,759
-2,664
1279
$3.81M ﹤0.01%
46,326
-5,262
1280
$3.8M ﹤0.01%
196,402
-3,710
1281
$3.78M ﹤0.01%
19,385
+2,763
1282
$3.77M ﹤0.01%
93,160
+16,596
1283
$3.76M ﹤0.01%
38,986
+5,285
1284
$3.76M ﹤0.01%
117,230
+13,603
1285
$3.75M ﹤0.01%
115,658
+11,103
1286
$3.75M ﹤0.01%
68,531
-2,659
1287
$3.74M ﹤0.01%
22,291
+1,874
1288
$3.73M ﹤0.01%
52,354
+5,237
1289
$3.73M ﹤0.01%
43,716
-3,777
1290
$3.73M ﹤0.01%
34,402
+287
1291
$3.72M ﹤0.01%
135,988
+5,141
1292
$3.71M ﹤0.01%
221,660
+50,767
1293
$3.7M ﹤0.01%
137,042
+2,707
1294
$3.7M ﹤0.01%
55,176
+5,952
1295
$3.68M ﹤0.01%
27,014
+1,641
1296
$3.66M ﹤0.01%
25,062
+2,349
1297
$3.66M ﹤0.01%
47,733
+7,660
1298
$3.66M ﹤0.01%
73,109
-10,278
1299
$3.64M ﹤0.01%
649,148
+39,774
1300
$3.64M ﹤0.01%
91,134
-3,476