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
$80.9B
AUM Growth
+$3.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,541
New
Increased
Reduced
Closed

Top Buys

1 +$162M
2 +$130M
3 +$100M
4
XOM icon
Exxon Mobil
XOM
+$93.7M
5
CHKP icon
Check Point Software Technologies
CHKP
+$91.8M

Top Sells

1 +$209M
2 +$177M
3 +$158M
4
QCOM icon
Qualcomm
QCOM
+$139M
5
GILD icon
Gilead Sciences
GILD
+$129M

Sector Composition

1 Financials 14.18%
2 Healthcare 14.04%
3 Technology 13.54%
4 Industrials 9.9%
5 Consumer Discretionary 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1501
$893K ﹤0.01%
20,899
+5,700
1502
$889K ﹤0.01%
73,295
1503
$884K ﹤0.01%
16,082
+6,390
1504
$884K ﹤0.01%
63,637
1505
$881K ﹤0.01%
74,198
-13,200
1506
$881K ﹤0.01%
20,274
1507
$880K ﹤0.01%
17,099
1508
$880K ﹤0.01%
21,999
1509
$879K ﹤0.01%
38,398
1510
$879K ﹤0.01%
38,097
-1,300
1511
$879K ﹤0.01%
28,598
+11,200
1512
$877K ﹤0.01%
1,477
+547
1513
$870K ﹤0.01%
+34,600
1514
$869K ﹤0.01%
53,595
1515
$863K ﹤0.01%
10,892
+1,400
1516
$863K ﹤0.01%
10,097
+2,040
1517
$860K ﹤0.01%
12,999
-65,000
1518
$853K ﹤0.01%
15,899
-31,300
1519
0
1520
$844K ﹤0.01%
44,597
1521
$835K ﹤0.01%
13,799
+3,600
1522
$834K ﹤0.01%
41,297
1523
$829K ﹤0.01%
16,100
+7,100
1524
$824K ﹤0.01%
30,000
+11,900
1525
$823K ﹤0.01%
93,395
+39,000