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
1401
$1.02M ﹤0.01%
+26,998
1402
$1.02M ﹤0.01%
+110,865
1403
$1.02M ﹤0.01%
+56,966
1404
$1.01M ﹤0.01%
+39,571
1405
$1.01M ﹤0.01%
+32,730
1406
$1.01M ﹤0.01%
+24,644
1407
$1.01M ﹤0.01%
+8,458
1408
$1.01M ﹤0.01%
+25,125
1409
$1M ﹤0.01%
+12,599
1410
$1M ﹤0.01%
+75,500
1411
$1M ﹤0.01%
+20,772
1412
$1M ﹤0.01%
+23,161
1413
$998K ﹤0.01%
+469,988
1414
$998K ﹤0.01%
+22,912
1415
$981K ﹤0.01%
+26,498
1416
$980K ﹤0.01%
+26,325
1417
$977K ﹤0.01%
+25,998
1418
$974K ﹤0.01%
+52,978
1419
$971K ﹤0.01%
+12,799
1420
$960K ﹤0.01%
+14,990
1421
$956K ﹤0.01%
+191,976
1422
$950K ﹤0.01%
+16,787
1423
$947K ﹤0.01%
+22,245
1424
$944K ﹤0.01%
+18,899
1425
$943K ﹤0.01%
+17,999