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
$241B
AUM Growth
+$7.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,816
New
Increased
Reduced
Closed

Top Buys

1 +$919M
2 +$576M
3 +$521M
4
PG icon
Procter & Gamble
PG
+$485M
5
SNAP icon
Snap
SNAP
+$412M

Top Sells

1 +$428M
2 +$350M
3 +$219M
4
MXIM
Maxim Integrated Products
MXIM
+$183M
5
ALXN
Alexion Pharmaceuticals
ALXN
+$183M

Sector Composition

1 Technology 26.21%
2 Healthcare 13.25%
3 Financials 13.07%
4 Consumer Discretionary 12.28%
5 Communication Services 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1351
$4.48M ﹤0.01%
24,522
+4,922
1352
$4.47M ﹤0.01%
23,994
1353
$4.47M ﹤0.01%
104,809
+8,081
1354
$4.47M ﹤0.01%
30,882
+265
1355
$4.47M ﹤0.01%
131,211
-8,596
1356
$4.46M ﹤0.01%
49,525
+5,760
1357
$4.46M ﹤0.01%
291,707
+1,747
1358
$4.45M ﹤0.01%
650,148
+60,647
1359
$4.44M ﹤0.01%
33,927
-433
1360
$4.42M ﹤0.01%
177,011
-14,867
1361
$4.42M ﹤0.01%
39,870
+319
1362
$4.41M ﹤0.01%
58,131
1363
$4.4M ﹤0.01%
27,222
-337
1364
$4.4M ﹤0.01%
43,221
+4,763
1365
$4.39M ﹤0.01%
98,587
+11,567
1366
$4.38M ﹤0.01%
90,474
+14,963
1367
$4.36M ﹤0.01%
37,455
-467
1368
$4.34M ﹤0.01%
55,446
1369
$4.33M ﹤0.01%
30,943
-33
1370
$4.32M ﹤0.01%
167,544
-3,628
1371
$4.32M ﹤0.01%
47,395
-1,810
1372
$4.31M ﹤0.01%
34,970
1373
$4.31M ﹤0.01%
424,646
+14,628
1374
$4.3M ﹤0.01%
44,773
-1,248
1375
$4.3M ﹤0.01%
60,903
-334