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
$206B
AUM Growth
+$15.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,771
New
Increased
Reduced
Closed

Top Buys

1 +$940M
2 +$911M
3 +$800M
4
PDD icon
Pinduoduo
PDD
+$336M
5
AMD icon
Advanced Micro Devices
AMD
+$289M

Top Sells

1 +$485M
2 +$301M
3 +$236M
4
VMW
VMware, Inc
VMW
+$205M
5
TSM icon
TSMC
TSM
+$143M

Sector Composition

1 Technology 28.09%
2 Healthcare 14.47%
3 Financials 11.1%
4 Consumer Discretionary 10.49%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1351
$3.28M ﹤0.01%
20,040
+520
1352
$3.26M ﹤0.01%
48,753
-778
1353
$3.26M ﹤0.01%
182,432
-1,222
1354
$3.25M ﹤0.01%
52,618
+4,210
1355
$3.24M ﹤0.01%
52,901
-4,861
1356
$3.23M ﹤0.01%
215,489
+11,270
1357
$3.22M ﹤0.01%
+34,508
1358
$3.21M ﹤0.01%
18,239
+924
1359
$3.21M ﹤0.01%
9,755
+1,144
1360
$3.2M ﹤0.01%
16,179
+800
1361
$3.2M ﹤0.01%
92,651
+7,858
1362
$3.2M ﹤0.01%
102,083
+4,297
1363
$3.18M ﹤0.01%
42,928
+4,336
1364
$3.15M ﹤0.01%
290,797
-153
1365
$3.15M ﹤0.01%
34,062
+2,775
1366
$3.15M ﹤0.01%
130,542
-8,478
1367
$3.14M ﹤0.01%
30,249
-578
1368
$3.14M ﹤0.01%
89,789
+1,294
1369
$3.14M ﹤0.01%
96,675
+10,927
1370
$3.13M ﹤0.01%
+116,120
1371
$3.13M ﹤0.01%
43,708
+2,035
1372
$3.12M ﹤0.01%
116,586
+3,814
1373
$3.12M ﹤0.01%
41,169
+1,947
1374
$3.12M ﹤0.01%
92,826
+5,259
1375
$3.11M ﹤0.01%
44,875
+2,816