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
1526
$2.47M ﹤0.01%
71,481
+2,377
1527
$2.46M ﹤0.01%
95,026
-1,007
1528
$2.45M ﹤0.01%
21,627
+2,218
1529
$2.45M ﹤0.01%
89,817
+3,383
1530
$2.45M ﹤0.01%
77,240
+18,658
1531
$2.45M ﹤0.01%
144,317
-3,617
1532
$2.43M ﹤0.01%
207,215
+9,419
1533
$2.43M ﹤0.01%
41,159
-451
1534
$2.42M ﹤0.01%
36,536
+823
1535
$2.42M ﹤0.01%
72,502
+1,663
1536
$2.41M ﹤0.01%
50,975
+6,135
1537
$2.39M ﹤0.01%
86,896
+20,258
1538
$2.39M ﹤0.01%
25,175
+3,095
1539
$2.39M ﹤0.01%
79,603
-6,824
1540
$2.39M ﹤0.01%
675,677
-101,922
1541
$2.38M ﹤0.01%
87,097
-440,674
1542
$2.38M ﹤0.01%
37,477
+6,048
1543
$2.38M ﹤0.01%
31,345
1544
$2.38M ﹤0.01%
73,712
+8,051
1545
$2.38M ﹤0.01%
52,932
+17,600
1546
$2.37M ﹤0.01%
111,161
+14,440
1547
$2.37M ﹤0.01%
97,830
-5,901
1548
$2.37M ﹤0.01%
150,543
-3,972
1549
$2.36M ﹤0.01%
+41,312
1550
$2.36M ﹤0.01%
67,828
+47,444