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
1351
$1.14M ﹤0.01%
+43,606
1352
$1.14M ﹤0.01%
+23,511
1353
$1.13M ﹤0.01%
+158
1354
$1.13M ﹤0.01%
+30,818
1355
$1.12M ﹤0.01%
+86,042
1356
$1.12M ﹤0.01%
+29,250
1357
$1.12M ﹤0.01%
+14,499
1358
$1.12M ﹤0.01%
+235,255
1359
$1.12M ﹤0.01%
+47,592
1360
$1.12M ﹤0.01%
+40,443
1361
$1.11M ﹤0.01%
+48,197
1362
$1.1M ﹤0.01%
+38,397
1363
$1.1M ﹤0.01%
+19,569
1364
$1.1M ﹤0.01%
+44,525
1365
$1.1M ﹤0.01%
+49,797
1366
$1.09M ﹤0.01%
+185,039
1367
$1.09M ﹤0.01%
+48,287
1368
$1.09M ﹤0.01%
+25,031
1369
$1.08M ﹤0.01%
+33,398
1370
$1.08M ﹤0.01%
+16,599
1371
$1.08M ﹤0.01%
+114,259
1372
$1.08M ﹤0.01%
+83,540
1373
$1.08M ﹤0.01%
+6,507
1374
$1.08M ﹤0.01%
+102,156
1375
$1.07M ﹤0.01%
+39,143