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
$87.7B
AUM Growth
-$2.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,807
New
Increased
Reduced
Closed

Top Buys

1 +$1.29B
2 +$1.02B
3 +$198M
4
PRGO icon
Perrigo
PRGO
+$142M
5
COO icon
Cooper Companies
COO
+$138M

Top Sells

1 +$703M
2 +$227M
3 +$185M
4
XOM icon
Exxon Mobil
XOM
+$176M
5
LNKD
LinkedIn Corporation
LNKD
+$150M

Sector Composition

1 Healthcare 16.88%
2 Financials 14.42%
3 Technology 14.1%
4 Consumer Discretionary 10.24%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1376
$2.03M ﹤0.01%
74,500
-113,942
1377
$2.01M ﹤0.01%
158,100
-184,500
1378
$2M ﹤0.01%
58,599
-9,810
1379
$2M ﹤0.01%
19,666
-264
1380
$2M ﹤0.01%
38,765
-1,019
1381
$1.99M ﹤0.01%
15,719
+288
1382
$1.99M ﹤0.01%
177,148
-10,183
1383
$1.99M ﹤0.01%
77,597
-1,156
1384
$1.98M ﹤0.01%
172,199
+450
1385
$1.98M ﹤0.01%
40,167
+1,605
1386
$1.98M ﹤0.01%
200,680
+1,923
1387
$1.97M ﹤0.01%
81,196
+14,699
1388
$1.97M ﹤0.01%
82,788
+32,303
1389
$1.97M ﹤0.01%
102,254
+1,865
1390
$1.97M ﹤0.01%
190,021
+16,855
1391
$1.97M ﹤0.01%
18,433
+687
1392
$1.96M ﹤0.01%
72,652
+14,169
1393
$1.95M ﹤0.01%
109,877
+14,230
1394
$1.95M ﹤0.01%
140,244
+14,231
1395
$1.95M ﹤0.01%
62,226
-3,563
1396
$1.94M ﹤0.01%
72,649
+1,284
1397
$1.93M ﹤0.01%
3,980
+599
1398
$1.93M ﹤0.01%
124,524
+6,702
1399
$1.92M ﹤0.01%
77,216
+285
1400
$1.9M ﹤0.01%
33,181
-308