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
$92.9B
AUM Growth
+$4.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,676
New
Increased
Reduced
Closed

Top Buys

1
+$379M
2
+$293M
3
+$166M
4
VZ icon
Verizon
VZ
+$153M
5
FTV icon
Fortive
FTV
+$142M

Top Sells

1
+$192M
2
+$180M
3
+$165M
4
EMC
EMC CORPORATION
EMC
+$151M
5
AMGN icon
Amgen
AMGN
+$116M

Sector Composition

1 Healthcare 15.26%
2 Technology 15.17%
3 Financials 13.08%
4 Consumer Discretionary 10.57%
5 Communication Services 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$169M 0.18%
3,609,582
-175,932
127
$167M 0.18%
2,075,223
-118,485
128
$163M 0.18%
1,995,314
+93,130
129
$162M 0.17%
4,519,072
+222,714
130
$162M 0.17%
1,550,871
+311,074
131
$159M 0.17%
2,143,665
+129,632
132
$159M 0.17%
1,601,045
+143,928
133
$159M 0.17%
2,314,903
-91,634
134
$159M 0.17%
13,159,767
-352,867
135
$159M 0.17%
4,743,926
+3,902,348
136
$158M 0.17%
2,278,164
+680,566
137
$157M 0.17%
3,608,591
-72,855
138
$157M 0.17%
1,393,230
-101,058
139
$156M 0.17%
431,533
+9,063
140
$155M 0.17%
3,331,565
+690,919
141
$155M 0.17%
1,222,950
-691,070
142
$153M 0.16%
1,622,928
-242,980
143
$151M 0.16%
2,260,647
+92,078
144
$149M 0.16%
2,770,426
+761,384
145
$147M 0.16%
2,787,544
+46,433
146
$147M 0.16%
613,692
-50,302
147
$147M 0.16%
1,942,253
-196,875
148
$146M 0.16%
1,344,092
-39,490
149
$145M 0.16%
1,414,564
-132,084
150
$143M 0.15%
1,585,651
+78,493
4 5
6
7 8