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
1326
$1.21M ﹤0.01%
+87,898
1327
$1.21M ﹤0.01%
+13,166
1328
$1.21M ﹤0.01%
+16,899
1329
$1.21M ﹤0.01%
+57,400
1330
$1.2M ﹤0.01%
+37,697
1331
$1.2M ﹤0.01%
+77,495
1332
$1.2M ﹤0.01%
+3,432
1333
$1.19M ﹤0.01%
+45,898
1334
$1.19M ﹤0.01%
+52,036
1335
0
1336
$1.19M ﹤0.01%
+13,399
1337
$1.18M ﹤0.01%
+47,896
1338
$1.17M ﹤0.01%
+31,694
1339
$1.17M ﹤0.01%
+108,246
1340
$1.16M ﹤0.01%
+83,782
1341
$1.16M ﹤0.01%
+13,500
1342
$1.16M ﹤0.01%
+56,740
1343
$1.16M ﹤0.01%
+12,197
1344
$1.15M ﹤0.01%
+71,127
1345
$1.15M ﹤0.01%
+16,573
1346
$1.15M ﹤0.01%
+41,134
1347
$1.15M ﹤0.01%
+122,232
1348
$1.15M ﹤0.01%
+89,194
1349
$1.15M ﹤0.01%
+20,307
1350
$1.14M ﹤0.01%
+13,899