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
$206B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,677
New
Increased
Reduced
Closed

Top Buys

1 +$649K
2 +$109K
3 +$60.5K

Top Sells

1 +$22.6M
2 +$18.3M
3 +$17M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.96M
5
MDU icon
MDU Resources
MDU
+$5.43M

Sector Composition

1 Technology 28.09%
2 Healthcare 14.47%
3 Financials 11.1%
4 Consumer Discretionary 10.49%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1401
$2.99M ﹤0.01%
568,024
1402
$2.98M ﹤0.01%
30,578
1403
$2.98M ﹤0.01%
214,101
1404
$2.98M ﹤0.01%
1,750,479
1405
$2.98M ﹤0.01%
53,661
1406
$2.94M ﹤0.01%
319,391
1407
$2.93M ﹤0.01%
90,914
1408
$2.92M ﹤0.01%
57,130
1409
$2.91M ﹤0.01%
49,578
1410
$2.89M ﹤0.01%
75,227
1411
$2.89M ﹤0.01%
133,351
1412
$2.88M ﹤0.01%
12,444
1413
$2.88M ﹤0.01%
13,089
1414
$2.87M ﹤0.01%
42,047
1415
$2.86M ﹤0.01%
71,113
1416
$2.86M ﹤0.01%
171,689
1417
$2.86M ﹤0.01%
56,901
1418
$2.84M ﹤0.01%
22,575
1419
$2.84M ﹤0.01%
39,399
1420
$2.84M ﹤0.01%
72,279
1421
$2.84M ﹤0.01%
15,428
1422
$2.84M ﹤0.01%
49,055
1423
$2.84M ﹤0.01%
48,326
1424
$2.84M ﹤0.01%
98,956
1425
$2.83M ﹤0.01%
101,544