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
1376
$1.07M ﹤0.01%
+131,592
1377
$1.07M ﹤0.01%
+58,565
1378
$1.07M ﹤0.01%
+28,426
1379
$1.07M ﹤0.01%
+53,690
1380
$1.07M ﹤0.01%
+61,800
1381
$1.06M ﹤0.01%
+65,465
1382
$1.06M ﹤0.01%
+97
1383
$1.06M ﹤0.01%
+21,506
1384
$1.06M ﹤0.01%
+81,546
1385
$1.06M ﹤0.01%
+125,146
1386
$1.05M ﹤0.01%
+18,399
1387
$1.05M ﹤0.01%
+87,095
1388
$1.05M ﹤0.01%
+86,596
1389
$1.05M ﹤0.01%
+74,800
1390
$1.05M ﹤0.01%
+299,225
1391
$1.04M ﹤0.01%
+55,996
1392
$1.04M ﹤0.01%
+30,869
1393
$1.04M ﹤0.01%
+42,652
1394
$1.04M ﹤0.01%
+36,998
1395
$1.04M ﹤0.01%
+104,587
1396
$1.04M ﹤0.01%
+38,636
1397
$1.04M ﹤0.01%
+30,258
1398
$1.04M ﹤0.01%
+22,980
1399
0
1400
$1.03M ﹤0.01%
+47,457