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
1501
$2.2M ﹤0.01%
17,662
+614
1502
$2.2M ﹤0.01%
36,596
-4,716
1503
$2.19M ﹤0.01%
59,127
-13,792
1504
$2.19M ﹤0.01%
51,510
-3,966
1505
$2.17M ﹤0.01%
120,937
-26,891
1506
$2.17M ﹤0.01%
36,563
-7,992
1507
$2.17M ﹤0.01%
51,581
-8,907
1508
$2.17M ﹤0.01%
73,029
-14,068
1509
$2.17M ﹤0.01%
106,812
-14,450
1510
$2.16M ﹤0.01%
49,330
-15,055
1511
$2.16M ﹤0.01%
25,427
-1,917
1512
$2.15M ﹤0.01%
71,147
+5,361
1513
$2.15M ﹤0.01%
255,356
-33,446
1514
$2.14M ﹤0.01%
23,062
-436
1515
$2.13M ﹤0.01%
102,076
-23,850
1516
$2.12M ﹤0.01%
178,284
-5,157
1517
$2.12M ﹤0.01%
72,038
-16,335
1518
$2.11M ﹤0.01%
68,928
+599
1519
$2.11M ﹤0.01%
35,411
-5,679
1520
$2.1M ﹤0.01%
315,758
-31,445
1521
$2.09M ﹤0.01%
154,665
+6,705
1522
$2.09M ﹤0.01%
43,195
+1,214
1523
$2.09M ﹤0.01%
89,096
+1,010
1524
$2.08M ﹤0.01%
12,280
-3,361
1525
$2.07M ﹤0.01%
55,148
+9,313