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
$178B
AUM Growth
-$12.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,816
New
Increased
Reduced
Closed

Top Buys

1 +$412M
2 +$324M
3 +$310M
4
COP icon
ConocoPhillips
COP
+$262M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$237M

Top Sells

1 +$1.78B
2 +$326M
3 +$258M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$206M
5
UNH icon
UnitedHealth
UNH
+$198M

Sector Composition

1 Technology 25.86%
2 Healthcare 14.95%
3 Financials 12.09%
4 Consumer Discretionary 10.74%
5 Communication Services 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1451
$2.43M ﹤0.01%
34,718
-8,693
1452
$2.41M ﹤0.01%
275,707
+140
1453
$2.41M ﹤0.01%
121,101
-30,533
1454
$2.4M ﹤0.01%
89,853
-17,316
1455
$2.39M ﹤0.01%
67,980
-14,940
1456
$2.39M ﹤0.01%
20,705
-3,643
1457
$2.38M ﹤0.01%
35,630
-5,674
1458
$2.38M ﹤0.01%
39,919
-8,552
1459
$2.38M ﹤0.01%
73,672
-13,895
1460
$2.38M ﹤0.01%
49,086
-12,138
1461
$2.37M ﹤0.01%
78,406
-22,229
1462
$2.36M ﹤0.01%
70,847
-1,452
1463
$2.35M ﹤0.01%
36,216
-13,965
1464
$2.35M ﹤0.01%
42,335
+6,779
1465
$2.35M ﹤0.01%
80,831
+102
1466
$2.35M ﹤0.01%
83,606
-10,841
1467
$2.34M ﹤0.01%
8,595
+272
1468
$2.34M ﹤0.01%
131,462
-28,241
1469
$2.34M ﹤0.01%
40,200
-959
1470
$2.34M ﹤0.01%
107,209
-18,402
1471
$2.33M ﹤0.01%
31,983
-537
1472
$2.32M ﹤0.01%
139,323
-15,666
1473
$2.32M ﹤0.01%
152,126
-25,018
1474
$2.32M ﹤0.01%
100,483
-11,607
1475
$2.31M ﹤0.01%
52,088
-15,187