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
$89.2B
AUM Growth
-$3.72B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,878
New
Increased
Reduced
Closed

Top Buys

1 +$190M
2 +$145M
3 +$137M
4
LYB icon
LyondellBasell Industries
LYB
+$135M
5
TT icon
Trane Technologies
TT
+$129M

Top Sells

1 +$253M
2 +$225M
3 +$196M
4
AGN
Allergan plc
AGN
+$169M
5
CVS icon
CVS Health
CVS
+$167M

Sector Composition

1 Financials 15.05%
2 Technology 14.96%
3 Healthcare 13.85%
4 Consumer Discretionary 9.89%
5 Communication Services 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1426
$1.16M ﹤0.01%
+29,134
1427
$1.15M ﹤0.01%
81,174
-14,628
1428
$1.15M ﹤0.01%
33,829
-5,452
1429
$1.15M ﹤0.01%
45,785
-20,810
1430
$1.14M ﹤0.01%
28,390
-3,366
1431
$1.14M ﹤0.01%
30,796
-16,275
1432
$1.14M ﹤0.01%
18,406
-8,533
1433
$1.14M ﹤0.01%
33,419
-27,547
1434
$1.13M ﹤0.01%
+2,685
1435
$1.13M ﹤0.01%
78,739
-40,242
1436
$1.13M ﹤0.01%
123,868
-60,896
1437
$1.13M ﹤0.01%
16,419
-552
1438
$1.12M ﹤0.01%
14,601
-7,485
1439
$1.12M ﹤0.01%
64,440
+5,643
1440
$1.12M ﹤0.01%
26,803
-4,132
1441
$1.12M ﹤0.01%
9,942
-6,209
1442
$1.12M ﹤0.01%
81,212
-2,097
1443
$1.11M ﹤0.01%
502,054
+130,812
1444
$1.11M ﹤0.01%
113,342
-11,750
1445
$1.1M ﹤0.01%
18,359
-9,456
1446
$1.1M ﹤0.01%
47,904
-33,487
1447
$1.09M ﹤0.01%
27,776
-18,064
1448
$1.08M ﹤0.01%
15,457
-7,506
1449
$1.08M ﹤0.01%
34,524
-6,495
1450
$1.07M ﹤0.01%
49,025
-15,927