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
1351
$1.65M ﹤0.01%
12,440
1352
$1.65M ﹤0.01%
2,655
+842
1353
$1.64M ﹤0.01%
25,980
+600
1354
$1.64M ﹤0.01%
618
+122
1355
$1.64M ﹤0.01%
43,798
1356
$1.62M ﹤0.01%
136,901
1357
$1.62M ﹤0.01%
33,198
+3,500
1358
$1.62M ﹤0.01%
629,013
+227,183
1359
$1.62M ﹤0.01%
85,276
-604
1360
$1.61M ﹤0.01%
24,591
+500
1361
$1.61M ﹤0.01%
57,997
+200
1362
$1.61M ﹤0.01%
28,898
1363
$1.61M ﹤0.01%
25,710
1364
$1.6M ﹤0.01%
383,032
1365
$1.6M ﹤0.01%
45,362
+600
1366
$1.6M ﹤0.01%
24,307
+900
1367
$1.59M ﹤0.01%
45,998
+4,500
1368
$1.59M ﹤0.01%
55,643
+500
1369
$1.58M ﹤0.01%
221,655
1370
$1.58M ﹤0.01%
45,819
+3,020
1371
$1.58M ﹤0.01%
26,025
1372
$1.57M ﹤0.01%
74,332
-61,600
1373
$1.55M ﹤0.01%
35,010
1374
$1.55M ﹤0.01%
132,193
+6,000
1375
$1.54M ﹤0.01%
64,290
+10,000