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
$241B
AUM Growth
+$7.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,816
New
Increased
Reduced
Closed

Top Buys

1 +$919M
2 +$576M
3 +$521M
4
PG icon
Procter & Gamble
PG
+$485M
5
SNAP icon
Snap
SNAP
+$412M

Top Sells

1 +$428M
2 +$350M
3 +$219M
4
MXIM
Maxim Integrated Products
MXIM
+$183M
5
ALXN
Alexion Pharmaceuticals
ALXN
+$183M

Sector Composition

1 Technology 26.21%
2 Healthcare 13.25%
3 Financials 13.07%
4 Consumer Discretionary 12.28%
5 Communication Services 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1526
$3.31M ﹤0.01%
21,709
-685
1527
$3.3M ﹤0.01%
708,323
+10,500
1528
$3.3M ﹤0.01%
64,996
+10,372
1529
$3.3M ﹤0.01%
63,596
1530
$3.29M ﹤0.01%
110,353
+8,949
1531
$3.28M ﹤0.01%
81,526
+218
1532
$3.28M ﹤0.01%
64,783
+6,420
1533
$3.28M ﹤0.01%
866,460
-76,004
1534
0
1535
$3.25M ﹤0.01%
140,081
+284
1536
$3.24M ﹤0.01%
41,639
1537
$3.24M ﹤0.01%
256,676
-11,958
1538
$3.24M ﹤0.01%
180,919
-6,064
1539
$3.23M ﹤0.01%
21,119
+3,948
1540
$3.22M ﹤0.01%
108,220
-21,330
1541
$3.22M ﹤0.01%
45,111
1542
$3.21M ﹤0.01%
34,360
+4,598
1543
$3.21M ﹤0.01%
93,088
1544
$3.21M ﹤0.01%
35,936
1545
$3.21M ﹤0.01%
204,214
-3,743
1546
$3.2M ﹤0.01%
68,404
+2,624
1547
$3.19M ﹤0.01%
41,099
+566
1548
$3.19M ﹤0.01%
102,553
-2,267
1549
$3.19M ﹤0.01%
67,876
-14,692
1550
$3.19M ﹤0.01%
136,178
-3,352