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
$105B
AUM Growth
+$4.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,698
New
Increased
Reduced
Closed

Top Buys

1 +$294M
2 +$203M
3 +$202M
4
MSFT icon
Microsoft
MSFT
+$144M
5
YELP icon
Yelp
YELP
+$135M

Top Sells

1 +$286M
2 +$234M
3 +$200M
4
AGN
Allergan Inc
AGN
+$197M
5
CCI icon
Crown Castle
CCI
+$168M

Sector Composition

1 Healthcare 15.34%
2 Technology 14.8%
3 Financials 14.56%
4 Consumer Discretionary 9.63%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1326
$1.76M ﹤0.01%
104,098
-273,441
1327
$1.76M ﹤0.01%
28,211
+1,400
1328
$1.76M ﹤0.01%
27,810
+700
1329
$1.76M ﹤0.01%
53,325
+2,600
1330
$1.76M ﹤0.01%
+35,250
1331
$1.74M ﹤0.01%
54,574
+1,225
1332
$1.74M ﹤0.01%
98,914
-31,258
1333
$1.74M ﹤0.01%
35,313
-170,140
1334
$1.73M ﹤0.01%
+87,973
1335
$1.73M ﹤0.01%
31,698
+1,400
1336
$1.73M ﹤0.01%
35,304
+300
1337
$1.73M ﹤0.01%
52,296
-68,703
1338
$1.72M ﹤0.01%
26,045
+1,300
1339
$1.72M ﹤0.01%
84,522
+1,728
1340
$1.71M ﹤0.01%
67,810
+1,500
1341
$1.71M ﹤0.01%
397,418
+3,823
1342
$1.71M ﹤0.01%
32,000
+11,400
1343
$1.71M ﹤0.01%
67,000
-78,956
1344
$1.7M ﹤0.01%
36,915
1345
$1.7M ﹤0.01%
18,799
+700
1346
$1.69M ﹤0.01%
99,541
+6,100
1347
$1.69M ﹤0.01%
44,750
1348
$1.69M ﹤0.01%
38,617
-3,500
1349
$1.69M ﹤0.01%
21,099
+600
1350
$1.68M ﹤0.01%
47,065
+1,400