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
+$15.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,771
New
Increased
Reduced
Closed

Top Buys

1 +$940M
2 +$911M
3 +$800M
4
PDD icon
Pinduoduo
PDD
+$336M
5
AMD icon
Advanced Micro Devices
AMD
+$289M

Top Sells

1 +$485M
2 +$301M
3 +$236M
4
VMW
VMware, Inc
VMW
+$205M
5
TSM icon
TSMC
TSM
+$143M

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
1426
$2.82M ﹤0.01%
176,711
+1,291
1427
$2.82M ﹤0.01%
202,498
+12,514
1428
$2.82M ﹤0.01%
+18,694
1429
$2.82M ﹤0.01%
129,592
-6,012
1430
$2.82M ﹤0.01%
20,334
-678
1431
$2.81M ﹤0.01%
+72,223
1432
$2.8M ﹤0.01%
116,324
+48,279
1433
$2.8M ﹤0.01%
43,814
+4,197
1434
$2.78M ﹤0.01%
29,240
+2,590
1435
$2.78M ﹤0.01%
115,584
+15,336
1436
$2.78M ﹤0.01%
177,682
+61,861
1437
$2.77M ﹤0.01%
86,562
+5,151
1438
$2.76M ﹤0.01%
96,646
-5,988
1439
$2.76M ﹤0.01%
63,231
+22,302
1440
$2.76M ﹤0.01%
61,380
-5,076
1441
$2.76M ﹤0.01%
26,560
+1,313
1442
$2.75M ﹤0.01%
97,639
-1,927
1443
$2.75M ﹤0.01%
51,330
+3,130
1444
$2.75M ﹤0.01%
321,947
-3,806
1445
$2.74M ﹤0.01%
113,146
+5,042
1446
$2.74M ﹤0.01%
80,995
+2,692
1447
$2.74M ﹤0.01%
33,973
-682
1448
$2.74M ﹤0.01%
35,295
+2,083
1449
$2.73M ﹤0.01%
142,994
-20,196
1450
$2.72M ﹤0.01%
18,378
+1,037