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
$99B
AUM Growth
+$5.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,663
New
Increased
Reduced
Closed

Top Buys

1 +$234M
2 +$220M
3 +$200M
4
BWA icon
BorgWarner
BWA
+$127M
5
HAL icon
Halliburton
HAL
+$122M

Top Sells

1 +$246M
2 +$226M
3 +$140M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$118M
5
FCX icon
Freeport-McMoran
FCX
+$112M

Sector Composition

1 Healthcare 14.05%
2 Technology 14.02%
3 Financials 13.95%
4 Industrials 9.06%
5 Energy 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1326
$1.76M ﹤0.01%
84,564
-53,434
1327
$1.76M ﹤0.01%
107,315
+2,100
1328
$1.75M ﹤0.01%
164
1329
$1.75M ﹤0.01%
53,992
+1,100
1330
$1.74M ﹤0.01%
31,098
+10,100
1331
$1.73M ﹤0.01%
67,529
+3,900
1332
$1.72M ﹤0.01%
60,006
+12,300
1333
0
1334
$1.72M ﹤0.01%
52,274
1335
$1.71M ﹤0.01%
82,693
+4,600
1336
$1.71M ﹤0.01%
942
+18
1337
$1.7M ﹤0.01%
118,236
+2,400
1338
$1.7M ﹤0.01%
47,754
-300
1339
$1.7M ﹤0.01%
17,499
+400
1340
$1.7M ﹤0.01%
52,729
+6,200
1341
$1.69M ﹤0.01%
+6,789
1342
$1.68M ﹤0.01%
66,505
1343
$1.68M ﹤0.01%
64,210
-35,620
1344
$1.68M ﹤0.01%
93,441
+30,605
1345
$1.67M ﹤0.01%
34,973
+700
1346
$1.66M ﹤0.01%
58,321
+1,383
1347
$1.66M ﹤0.01%
32,796
+2,545
1348
$1.65M ﹤0.01%
+78,996
1349
$1.65M ﹤0.01%
30,087
+9,412
1350
$1.65M ﹤0.01%
94,033
-799