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
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,677
New
Increased
Reduced
Closed

Top Buys

1 +$649K
2 +$109K
3 +$60.5K

Top Sells

1 +$22.6M
2 +$18.3M
3 +$17M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.96M
5
MDU icon
MDU Resources
MDU
+$5.43M

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
1301
$3.75M ﹤0.01%
15,472
1302
$3.75M ﹤0.01%
234,333
1303
$3.74M ﹤0.01%
83,170
1304
$3.73M ﹤0.01%
91,953
1305
$3.72M ﹤0.01%
17,776
1306
$3.72M ﹤0.01%
82,286
1307
$3.72M ﹤0.01%
106,134
1308
$3.72M ﹤0.01%
26,056
1309
$3.7M ﹤0.01%
130,767
1310
$3.69M ﹤0.01%
101,291
1311
$3.69M ﹤0.01%
58,412
1312
$3.68M ﹤0.01%
206,035
1313
$3.66M ﹤0.01%
729,318
1314
$3.66M ﹤0.01%
48,650
1315
$3.65M ﹤0.01%
61,273
1316
$3.62M ﹤0.01%
72,275
1317
$3.62M ﹤0.01%
35,251
1318
$3.59M ﹤0.01%
51,441
1319
$3.58M ﹤0.01%
158,362
1320
$3.58M ﹤0.01%
127,341
1321
$3.57M ﹤0.01%
157,322
1322
$3.56M ﹤0.01%
73,490
1323
$3.52M ﹤0.01%
47,904
1324
$3.5M ﹤0.01%
159,839
1325
$3.5M ﹤0.01%
138,056