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
1301
$1.33M ﹤0.01%
+50,815
1302
$1.3M ﹤0.01%
+17,099
1303
$1.28M ﹤0.01%
+223,068
1304
$1.28M ﹤0.01%
+79,875
1305
$1.28M ﹤0.01%
+92,244
1306
$1.28M ﹤0.01%
+116,624
1307
0
1308
$1.27M ﹤0.01%
+89,915
1309
$1.26M ﹤0.01%
+41,762
1310
$1.25M ﹤0.01%
+40,804
1311
$1.25M ﹤0.01%
+30,799
1312
$1.24M ﹤0.01%
+14,459
1313
$1.24M ﹤0.01%
+7,316
1314
$1.24M ﹤0.01%
+37,290
1315
$1.24M ﹤0.01%
+36,665
1316
$1.23M ﹤0.01%
+29,998
1317
$1.23M ﹤0.01%
+24,936
1318
$1.23M ﹤0.01%
+22,685
1319
$1.23M ﹤0.01%
+32,723
1320
$1.22M ﹤0.01%
+52,725
1321
$1.22M ﹤0.01%
+14,399
1322
$1.22M ﹤0.01%
+64,467
1323
$1.21M ﹤0.01%
+35,998
1324
$1.21M ﹤0.01%
+31,222
1325
$1.21M ﹤0.01%
+24,783