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
1476
$2.31M ﹤0.01%
176,444
-41,202
1477
$2.31M ﹤0.01%
54,217
-11,836
1478
$2.31M ﹤0.01%
220,894
-50,585
1479
$2.3M ﹤0.01%
43,192
-10,735
1480
$2.29M ﹤0.01%
927,586
-210,733
1481
$2.29M ﹤0.01%
68,634
+5,436
1482
$2.29M ﹤0.01%
4,248
-708
1483
$2.28M ﹤0.01%
31,127
-7,726
1484
$2.28M ﹤0.01%
150,612
-15,692
1485
$2.27M ﹤0.01%
67,716
-8,842
1486
$2.27M ﹤0.01%
38,436
+227
1487
$2.27M ﹤0.01%
65,716
-15,976
1488
$2.26M ﹤0.01%
179,187
-12,635
1489
$2.26M ﹤0.01%
647,091
-28,586
1490
$2.26M ﹤0.01%
51,121
-9,340
1491
$2.26M ﹤0.01%
308,233
+34,439
1492
$2.25M ﹤0.01%
17,341
-3,893
1493
$2.24M ﹤0.01%
58,010
-16,208
1494
$2.24M ﹤0.01%
243,148
-9,116
1495
$2.24M ﹤0.01%
567,701
-141,651
1496
$2.23M ﹤0.01%
+86,236
1497
$2.23M ﹤0.01%
65,080
-15,367
1498
$2.23M ﹤0.01%
27,112
-5,773
1499
$2.22M ﹤0.01%
65,686
-10,714
1500
$2.2M ﹤0.01%
21,012
-615