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
1501
$1.31M ﹤0.01%
303,271
1502
$1.31M ﹤0.01%
21,770
1503
$1.31M ﹤0.01%
55,768
+966
1504
$1.31M ﹤0.01%
177,018
1505
$1.31M ﹤0.01%
31,064
+1,300
1506
$1.3M ﹤0.01%
46,045
-4,792
1507
$1.3M ﹤0.01%
222,736
+34,261
1508
$1.3M ﹤0.01%
20,678
+317
1509
$1.3M ﹤0.01%
56,477
1510
$1.3M ﹤0.01%
13,613
+267
1511
$1.3M ﹤0.01%
17,039
-45,910
1512
$1.3M ﹤0.01%
26,939
+1,971
1513
$1.3M ﹤0.01%
371,242
+8,493
1514
$1.29M ﹤0.01%
26,396
+551
1515
$1.29M ﹤0.01%
58,567
+7,432
1516
$1.29M ﹤0.01%
21,092
1517
$1.29M ﹤0.01%
25,931
-535
1518
$1.29M ﹤0.01%
25,642
-719
1519
$1.29M ﹤0.01%
50,670
+2,600
1520
$1.29M ﹤0.01%
27,521
+1,300
1521
$1.28M ﹤0.01%
44,444
+631
1522
$1.28M ﹤0.01%
125,859
1523
$1.28M ﹤0.01%
56,732
+1,175
1524
$1.28M ﹤0.01%
32,890
+675
1525
$1.28M ﹤0.01%
35,261