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
$127B
AUM Growth
+$8.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,726
New
Increased
Reduced
Closed

Top Buys

1 +$351M
2 +$316M
3 +$310M
4
CRM icon
Salesforce
CRM
+$251M
5
AAPL icon
Apple
AAPL
+$228M

Sector Composition

1 Technology 16.97%
2 Financials 15.78%
3 Healthcare 12.11%
4 Consumer Discretionary 11.64%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1376
$2.25M ﹤0.01%
32,570
+5,567
1377
$2.24M ﹤0.01%
43,884
+9,178
1378
$2.24M ﹤0.01%
265,785
+40,626
1379
$2.23M ﹤0.01%
786,336
+168,205
1380
$2.23M ﹤0.01%
32,177
1381
$2.22M ﹤0.01%
56,546
+10,039
1382
$2.22M ﹤0.01%
19,966
+4,351
1383
$2.22M ﹤0.01%
41,805
+4,133
1384
$2.2M ﹤0.01%
38,547
+2,986
1385
$2.19M ﹤0.01%
63,963
-3,929
1386
$2.19M ﹤0.01%
23,795
-101,180
1387
$2.19M ﹤0.01%
17,928
+14,112
1388
$2.18M ﹤0.01%
72,741
+17,676
1389
$2.17M ﹤0.01%
63,193
+1,999
1390
$2.16M ﹤0.01%
582,738
+146,944
1391
$2.16M ﹤0.01%
118,722
+7,286
1392
$2.16M ﹤0.01%
116,677
+17,000
1393
$2.15M ﹤0.01%
43,200
+932
1394
$2.14M ﹤0.01%
46,649
+5,570
1395
$2.14M ﹤0.01%
72,818
-547,310
1396
$2.13M ﹤0.01%
28,058
+3,721
1397
$2.12M ﹤0.01%
71,177
+10,273
1398
$2.12M ﹤0.01%
220,555
+26,251
1399
$2.12M ﹤0.01%
77,912
+6,128
1400
$2.12M ﹤0.01%
306,000
+12,500