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
1401
$2.11M ﹤0.01%
49,043
+7,047
1402
$2.1M ﹤0.01%
94,515
-12,997
1403
$2.09M ﹤0.01%
12,752
+3,480
1404
$2.09M ﹤0.01%
40,493
+5,921
1405
$2.09M ﹤0.01%
34,820
+1,100
1406
$2.08M ﹤0.01%
46,614
+3,390
1407
$2.08M ﹤0.01%
39,513
-8,000
1408
$2.07M ﹤0.01%
115,739
+25,042
1409
$2.07M ﹤0.01%
152,816
+20,646
1410
$2.06M ﹤0.01%
43,917
+7,609
1411
$2.06M ﹤0.01%
81,829
+16,531
1412
$2.06M ﹤0.01%
65,014
+4,704
1413
$2.06M ﹤0.01%
29,133
+1,139
1414
$2.04M ﹤0.01%
15,311
+1,500
1415
$2.04M ﹤0.01%
84,568
+6,564
1416
$2.03M ﹤0.01%
570,844
+56,000
1417
$2.03M ﹤0.01%
110,696
+14,620
1418
$2.03M ﹤0.01%
26,542
+2,300
1419
$2.03M ﹤0.01%
57,515
-2,420
1420
$2.03M ﹤0.01%
100,287
-6,567
1421
$2.02M ﹤0.01%
178,644
-12,544
1422
$2.02M ﹤0.01%
63,361
+5,406
1423
$2.02M ﹤0.01%
60,218
+7,103
1424
$2.01M ﹤0.01%
69,610
+2,801
1425
$2.01M ﹤0.01%
63,204
+5,534