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
$101B
AUM Growth
+$1.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,630
New
Increased
Reduced
Closed

Top Buys

1 +$210M
2 +$147M
3 +$140M
4
BABA icon
Alibaba
BABA
+$135M
5
C icon
Citigroup
C
+$131M

Top Sells

1 +$287M
2 +$188M
3 +$171M
4
MNST icon
Monster Beverage
MNST
+$167M
5
MA icon
Mastercard
MA
+$124M

Sector Composition

1 Healthcare 14.83%
2 Technology 14.54%
3 Financials 14.28%
4 Consumer Discretionary 9%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1501
$1.04M ﹤0.01%
23,422
1502
$1.02M ﹤0.01%
65,432
-17,335
1503
$1.02M ﹤0.01%
36,598
+2,300
1504
$1.02M ﹤0.01%
25,099
+1,100
1505
$1.02M ﹤0.01%
40,897
1506
$1.02M ﹤0.01%
67,529
1507
$1.02M ﹤0.01%
13,899
1508
$1.01M ﹤0.01%
27,997
1509
$1.01M ﹤0.01%
+96,778
1510
$1.01M ﹤0.01%
50,197
+600
1511
$1.01M ﹤0.01%
65,096
+4,400
1512
$1.01M ﹤0.01%
98,680
1513
$993K ﹤0.01%
104
-4
1514
$990K ﹤0.01%
14,890
1515
$989K ﹤0.01%
44,797
-8,258
1516
$989K ﹤0.01%
20,267
1517
$987K ﹤0.01%
34,226
+3,500
1518
$985K ﹤0.01%
38,980
1519
$985K ﹤0.01%
38,796
-2
1520
$985K ﹤0.01%
+2,880
1521
$980K ﹤0.01%
38,797
1522
$979K ﹤0.01%
13,732
1523
$970K ﹤0.01%
9,399
1524
$968K ﹤0.01%
27,035
-5,100
1525
0