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
$233B
AUM Growth
-$27.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,909
New
Increased
Reduced
Closed

Top Buys

1 +$591M
2 +$542M
3 +$370M
4
BIDU icon
Baidu
BIDU
+$306M
5
NVDA icon
NVIDIA
NVDA
+$284M

Top Sells

1 +$758M
2 +$528M
3 +$521M
4
SHOP icon
Shopify
SHOP
+$467M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$403M

Sector Composition

1 Technology 27.74%
2 Healthcare 13.27%
3 Financials 12.04%
4 Consumer Discretionary 11.3%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1401
$4.02M ﹤0.01%
+98,142
1402
$4M ﹤0.01%
10,285
+1,057
1403
$3.99M ﹤0.01%
56,842
-2,232
1404
$3.98M ﹤0.01%
266,014
-9,581
1405
$3.97M ﹤0.01%
174,435
-13,656
1406
$3.96M ﹤0.01%
44,467
+3,693
1407
$3.96M ﹤0.01%
16,641
+556
1408
$3.95M ﹤0.01%
231,854
+3,324
1409
$3.94M ﹤0.01%
46,930
+687
1410
$3.93M ﹤0.01%
139,370
+5,395
1411
$3.92M ﹤0.01%
98,862
+12,778
1412
$3.92M ﹤0.01%
41,308
+4,667
1413
$3.91M ﹤0.01%
61,776
+411
1414
$3.89M ﹤0.01%
102,573
+1,423
1415
$3.89M ﹤0.01%
75,238
+15,615
1416
$3.89M ﹤0.01%
75,207
+3,363
1417
$3.88M ﹤0.01%
295,896
+53,779
1418
$3.84M ﹤0.01%
79,059
-1,876
1419
$3.84M ﹤0.01%
187,040
+29,783
1420
$3.83M ﹤0.01%
331,510
-12,374
1421
$3.83M ﹤0.01%
20,769
+3,404
1422
$3.82M ﹤0.01%
104,540
+5,556
1423
$3.81M ﹤0.01%
26,026
+8,658
1424
$3.8M ﹤0.01%
82,615
-1,787
1425
$3.8M ﹤0.01%
204,280