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
$127B
AUM Growth
+$8.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,726
New
Increased
Reduced
Closed

Top Buys

1 +$351M
2 +$316M
3 +$310M
4
CRM icon
Salesforce
CRM
+$251M
5
AAPL icon
Apple
AAPL
+$228M

Sector Composition

1 Technology 16.97%
2 Financials 15.78%
3 Healthcare 12.11%
4 Consumer Discretionary 11.64%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1451
$1.88M ﹤0.01%
86,439
+10,856
1452
$1.87M ﹤0.01%
36,249
+4,841
1453
$1.86M ﹤0.01%
123,962
+19,017
1454
$1.86M ﹤0.01%
227,790
+45,500
1455
$1.86M ﹤0.01%
33,437
+2,697
1456
$1.86M ﹤0.01%
28,915
+2,732
1457
$1.85M ﹤0.01%
22,682
+4,964
1458
$1.85M ﹤0.01%
70,429
+8,049
1459
$1.84M ﹤0.01%
112,266
+18,334
1460
$1.84M ﹤0.01%
76,139
+5,094
1461
$1.84M ﹤0.01%
81,367
+12,064
1462
$1.84M ﹤0.01%
36,405
-9,242
1463
$1.84M ﹤0.01%
19,871
+1,645
1464
$1.83M ﹤0.01%
39,806
+4,432
1465
$1.83M ﹤0.01%
184,865
+28,700
1466
$1.83M ﹤0.01%
26,718
+484
1467
$1.83M ﹤0.01%
22,519
+110
1468
$1.83M ﹤0.01%
35,849
+5,351
1469
$1.81M ﹤0.01%
457,634
+132,114
1470
$1.81M ﹤0.01%
24,851
+3,235
1471
$1.8M ﹤0.01%
74,624
-5,751
1472
$1.8M ﹤0.01%
33,520
+5,244
1473
$1.79M ﹤0.01%
29,812
+3,513
1474
$1.79M ﹤0.01%
49,583
+5,467
1475
$1.79M ﹤0.01%
21,472
+1,300