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
$191B
AUM Growth
-$42.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,911
New
Increased
Reduced
Closed

Top Buys

1 +$1.19B
2 +$275M
3 +$160M
4
V icon
Visa
V
+$159M
5
BZ icon
Kanzhun
BZ
+$148M

Top Sells

1 +$469M
2 +$297M
3 +$247M
4
MSFT icon
Microsoft
MSFT
+$239M
5
TRP icon
TC Energy
TRP
+$214M

Sector Composition

1 Technology 26.55%
2 Healthcare 15.22%
3 Financials 12.07%
4 Consumer Discretionary 10.14%
5 Communication Services 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1501
$2.64M ﹤0.01%
352,571
+64,989
1502
$2.64M ﹤0.01%
14,454
1503
$2.63M ﹤0.01%
177,144
+16,215
1504
$2.62M ﹤0.01%
+27,553
1505
$2.62M ﹤0.01%
275,468
+4,491
1506
$2.62M ﹤0.01%
55,197
+49
1507
$2.61M ﹤0.01%
105,521
+15,052
1508
$2.61M ﹤0.01%
183,441
+13,457
1509
$2.6M ﹤0.01%
143,850
+4,480
1510
$2.59M ﹤0.01%
132,313
+4,529
1511
$2.58M ﹤0.01%
20,020
1512
$2.58M ﹤0.01%
70,554
1513
$2.56M ﹤0.01%
41,090
+2,044
1514
$2.56M ﹤0.01%
90,929
+3,366
1515
$2.56M ﹤0.01%
120,689
+64,612
1516
$2.54M ﹤0.01%
25,044
1517
$2.53M ﹤0.01%
65,368
+20,591
1518
$2.53M ﹤0.01%
253,059
+4,545
1519
$2.52M ﹤0.01%
+108,191
1520
$2.52M ﹤0.01%
65,434
-7,461
1521
$2.52M ﹤0.01%
296,136
+4,947
1522
$2.51M ﹤0.01%
82,920
-25,288
1523
$2.5M ﹤0.01%
20,546
-5,480
1524
$2.5M ﹤0.01%
94,398
+3,297
1525
$2.48M ﹤0.01%
16,604