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
$89.2B
AUM Growth
-$3.72B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,878
New
Increased
Reduced
Closed

Top Buys

1 +$190M
2 +$145M
3 +$137M
4
LYB icon
LyondellBasell Industries
LYB
+$135M
5
TT icon
Trane Technologies
TT
+$129M

Top Sells

1 +$253M
2 +$225M
3 +$196M
4
AGN
Allergan plc
AGN
+$169M
5
CVS icon
CVS Health
CVS
+$167M

Sector Composition

1 Financials 15.05%
2 Technology 14.96%
3 Healthcare 13.85%
4 Consumer Discretionary 9.89%
5 Communication Services 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1301
$1.65M ﹤0.01%
126,150
-69,833
1302
$1.63M ﹤0.01%
161,361
-40,284
1303
$1.63M ﹤0.01%
90,669
-36,749
1304
$1.63M ﹤0.01%
22,847
-16,139
1305
$1.62M ﹤0.01%
202,731
-2,287
1306
$1.62M ﹤0.01%
19,297
-8,038
1307
$1.6M ﹤0.01%
3,125
-919
1308
$1.6M ﹤0.01%
60,652
-27,914
1309
$1.6M ﹤0.01%
21,385
-10,003
1310
$1.59M ﹤0.01%
170,974
-78,903
1311
$1.58M ﹤0.01%
200,173
+56,665
1312
$1.57M ﹤0.01%
23,327
-13,914
1313
$1.57M ﹤0.01%
76,424
-5,921
1314
$1.56M ﹤0.01%
37,431
-14,783
1315
$1.55M ﹤0.01%
25,678
-108,394
1316
$1.55M ﹤0.01%
49,641
-18,970
1317
$1.55M ﹤0.01%
33,484
-11,582
1318
$1.54M ﹤0.01%
27,188
-13,110
1319
$1.54M ﹤0.01%
34,536
1320
$1.54M ﹤0.01%
19,943
-11,548
1321
$1.53M ﹤0.01%
123,270
-51,890
1322
$1.53M ﹤0.01%
44,494
-23,127
1323
$1.52M ﹤0.01%
39,234
-15,165
1324
$1.52M ﹤0.01%
80,465
-42,120
1325
$1.52M ﹤0.01%
271,332
+87,876