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
$148B
AUM Growth
+$8.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,939
New
Increased
Reduced
Closed

Top Buys

1 +$485M
2 +$482M
3 +$390M
4
MA icon
Mastercard
MA
+$270M
5
CMCSA icon
Comcast
CMCSA
+$259M

Top Sells

1 +$225M
2 +$190M
3 +$179M
4
RHT
Red Hat Inc
RHT
+$166M
5
APC
Anadarko Petroleum
APC
+$108M

Sector Composition

1 Technology 18.8%
2 Financials 14.07%
3 Healthcare 13.13%
4 Consumer Discretionary 12.1%
5 Communication Services 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1426
$2.78M ﹤0.01%
30,807
+2,205
1427
$2.76M ﹤0.01%
442,806
+78,505
1428
$2.76M ﹤0.01%
43,251
+19,718
1429
$2.76M ﹤0.01%
69,130
+12,241
1430
$2.73M ﹤0.01%
95,516
+11,024
1431
$2.73M ﹤0.01%
67,835
+31,006
1432
$2.71M ﹤0.01%
263,914
-7,018
1433
$2.69M ﹤0.01%
233,232
-29,782
1434
$2.69M ﹤0.01%
29,548
+3,835
1435
$2.69M ﹤0.01%
84,011
-29,003
1436
$2.69M ﹤0.01%
57,668
+8,826
1437
$2.68M ﹤0.01%
154,658
+2,531
1438
$2.68M ﹤0.01%
28,577
+1,879
1439
$2.68M ﹤0.01%
543,981
-13,410
1440
$2.68M ﹤0.01%
17,479
+1,022
1441
$2.67M ﹤0.01%
32,701
+4,349
1442
$2.67M ﹤0.01%
250,776
-16,958
1443
$2.66M ﹤0.01%
369,097
+22,180
1444
$2.66M ﹤0.01%
57,763
+5,503
1445
$2.66M ﹤0.01%
35,200
+7,478
1446
$2.64M ﹤0.01%
155,973
+12,020
1447
$2.62M ﹤0.01%
53,031
+7,755
1448
$2.61M ﹤0.01%
121,544
+4,325
1449
$2.61M ﹤0.01%
33,431
-39,448
1450
$2.6M ﹤0.01%
46,313
+2,894