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
$254B
AUM Growth
+$31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,652
New
Increased
Reduced
Closed

Top Buys

1 +$583M
2 +$476M
3 +$320M
4
AMZN icon
Amazon
AMZN
+$309M
5
PG icon
Procter & Gamble
PG
+$296M

Top Sells

1 +$510M
2 +$430M
3 +$333M
4
INTC icon
Intel
INTC
+$281M
5
SPLK
Splunk Inc
SPLK
+$172M

Sector Composition

1 Technology 31.23%
2 Healthcare 12.65%
3 Consumer Discretionary 11.43%
4 Financials 11.23%
5 Communication Services 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1451
$2.88M ﹤0.01%
29,303
-167
1452
$2.88M ﹤0.01%
124,214
+36,948
1453
0
1454
$2.86M ﹤0.01%
334,115
+215,600
1455
$2.86M ﹤0.01%
79,915
+4,032
1456
$2.86M ﹤0.01%
58,112
+5,352
1457
$2.85M ﹤0.01%
34,635
+234
1458
$2.85M ﹤0.01%
100,054
+10,837
1459
$2.85M ﹤0.01%
68,072
+7,652
1460
$2.85M ﹤0.01%
91,533
+4,687
1461
$2.83M ﹤0.01%
391,486
+74,878
1462
$2.82M ﹤0.01%
189,777
+2,544
1463
$2.82M ﹤0.01%
320,854
+29,204
1464
$2.81M ﹤0.01%
159,821
-703
1465
$2.81M ﹤0.01%
+115,547
1466
$2.8M ﹤0.01%
126,007
1467
$2.8M ﹤0.01%
45,292
-1,425
1468
$2.79M ﹤0.01%
73,668
+2,503
1469
$2.78M ﹤0.01%
151,927
-1,881
1470
$2.78M ﹤0.01%
120,906
+6,119
1471
$2.78M ﹤0.01%
333,015
1472
$2.77M ﹤0.01%
36,129
+1,629
1473
$2.77M ﹤0.01%
51,062
+337
1474
$2.77M ﹤0.01%
84,927
+6,882
1475
$2.77M ﹤0.01%
118,926
-7,814