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
$77.5B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,451
New
Increased
Reduced
Closed

Top Buys

1 +$1.77B
2 +$1.41B
3 +$1.34B
4
MSFT icon
Microsoft
MSFT
+$1.06B
5
JPM icon
JPMorgan Chase
JPM
+$932M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.57%
2 Healthcare 13.73%
3 Technology 13.36%
4 Industrials 9.84%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1451
$872K ﹤0.01%
+60,797
1452
$871K ﹤0.01%
+2,960
1453
$869K ﹤0.01%
+41,992
1454
$869K ﹤0.01%
+38,896
1455
$865K ﹤0.01%
+21,999
1456
$859K ﹤0.01%
+10,855
1457
$859K ﹤0.01%
+73,894
1458
$857K ﹤0.01%
+21,499
1459
$856K ﹤0.01%
+14,799
1460
$853K ﹤0.01%
+24,598
1461
$851K ﹤0.01%
+32,700
1462
$848K ﹤0.01%
+76,695
1463
$847K ﹤0.01%
+17,039
1464
$839K ﹤0.01%
+19,067
1465
$835K ﹤0.01%
+47,197
1466
$833K ﹤0.01%
+65,038
1467
$831K ﹤0.01%
+42,797
1468
$830K ﹤0.01%
+51,897
1469
$827K ﹤0.01%
+17,099
1470
$825K ﹤0.01%
+20,274
1471
$822K ﹤0.01%
+25,872
1472
$822K ﹤0.01%
+34,062
1473
$822K ﹤0.01%
+23,398
1474
$815K ﹤0.01%
+21,999
1475
$809K ﹤0.01%
+2,754