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
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,677
New
Increased
Reduced
Closed

Top Buys

1 +$649K
2 +$109K
3 +$60.5K

Top Sells

1 +$22.6M
2 +$18.3M
3 +$17M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.96M
5
MDU icon
MDU Resources
MDU
+$5.43M

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
1451
$2.72M ﹤0.01%
124,459
1452
$2.72M ﹤0.01%
98,379
1453
$2.71M ﹤0.01%
74,090
1454
$2.71M ﹤0.01%
44,443
1455
$2.7M ﹤0.01%
59,434
1456
$2.69M ﹤0.01%
12,889
1457
$2.68M ﹤0.01%
104,814
1458
$2.67M ﹤0.01%
101,923
1459
$2.67M ﹤0.01%
281,701
1460
$2.67M ﹤0.01%
71,659
1461
$2.66M ﹤0.01%
148,515
1462
$2.66M ﹤0.01%
55,276
1463
$2.66M ﹤0.01%
76,599
1464
$2.65M ﹤0.01%
165,663
1465
$2.63M ﹤0.01%
533,236
1466
$2.63M ﹤0.01%
29,470
1467
$2.63M ﹤0.01%
23,133
1468
$2.62M ﹤0.01%
170,068
1469
$2.61M ﹤0.01%
179,169
1470
$2.61M ﹤0.01%
47,022
1471
$2.59M ﹤0.01%
68,912
1472
$2.59M ﹤0.01%
19,161
1473
$2.58M ﹤0.01%
40,689
1474
$2.56M ﹤0.01%
77,830
1475
$2.56M ﹤0.01%
51,044