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
$105B
AUM Growth
+$4.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,698
New
Increased
Reduced
Closed

Top Buys

1 +$294M
2 +$203M
3 +$202M
4
MSFT icon
Microsoft
MSFT
+$144M
5
YELP icon
Yelp
YELP
+$135M

Top Sells

1 +$286M
2 +$234M
3 +$200M
4
AGN
Allergan Inc
AGN
+$197M
5
CCI icon
Crown Castle
CCI
+$168M

Sector Composition

1 Healthcare 15.34%
2 Technology 14.8%
3 Financials 14.56%
4 Consumer Discretionary 9.63%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1526
$1.04M ﹤0.01%
391,632
1527
$1.04M ﹤0.01%
63,155
+18,413
1528
$1.04M ﹤0.01%
216,140
+37,900
1529
$1.04M ﹤0.01%
19,231
+700
1530
$1.03M ﹤0.01%
103,495
+4,900
1531
$1.03M ﹤0.01%
63,296
+2,400
1532
$1.03M ﹤0.01%
60,648
+1,582
1533
$1.03M ﹤0.01%
56,469
+8,800
1534
$1.02M ﹤0.01%
50,497
+4,300
1535
$1.02M ﹤0.01%
36,697
+1,400
1536
$1.01M ﹤0.01%
11,699
+2,300
1537
$1.01M ﹤0.01%
30,678
+1,300
1538
$1.01M ﹤0.01%
13,699
+600
1539
$1M ﹤0.01%
4,313
-11,795
1540
$1M ﹤0.01%
137,130
+16,300
1541
$1M ﹤0.01%
13,808
+700
1542
$998K ﹤0.01%
14,499
+600
1543
$997K ﹤0.01%
13,899
+600
1544
$997K ﹤0.01%
3,443
+200
1545
$997K ﹤0.01%
74,438
+4,700
1546
$987K ﹤0.01%
41,191
1547
$976K ﹤0.01%
34,097
+1,500
1548
$973K ﹤0.01%
365,701
+17,200
1549
$968K ﹤0.01%
5,696
+300
1550
$966K ﹤0.01%
58,398
+4,600