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
$206B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,677
New
Increased
Reduced
Closed

Top Buys

1 +$649K
2 +$109K
3 +$60.5K

Top Sells

1 +$22.6M
2 +$18.3M
3 +$17M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.96M
5
MDU icon
MDU Resources
MDU
+$5.43M

Sector Composition

1 Technology 28.09%
2 Healthcare 14.47%
3 Financials 11.1%
4 Consumer Discretionary 10.49%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1526
$2.26M ﹤0.01%
119,683
1527
$2.26M ﹤0.01%
67,083
1528
$2.26M ﹤0.01%
146,862
1529
$2.25M ﹤0.01%
14,896
1530
$2.25M ﹤0.01%
171,498
1531
$2.24M ﹤0.01%
24,397
1532
$2.23M ﹤0.01%
48,144
1533
$2.22M ﹤0.01%
16,391
1534
$2.21M ﹤0.01%
300,009
1535
$2.21M ﹤0.01%
130,602
1536
$2.21M ﹤0.01%
27,478
1537
$2.21M ﹤0.01%
80,277
1538
$2.21M ﹤0.01%
50,260
1539
$2.2M ﹤0.01%
98,746
1540
$2.19M ﹤0.01%
29,925
1541
$2.19M ﹤0.01%
129,103
1542
$2.19M ﹤0.01%
511,294
1543
$2.19M ﹤0.01%
53,054
1544
$2.19M ﹤0.01%
246,711
1545
$2.17M ﹤0.01%
30,030
1546
$2.17M ﹤0.01%
180,041
1547
$2.16M ﹤0.01%
30,691
1548
$2.16M ﹤0.01%
67,273
1549
$2.16M ﹤0.01%
15,179
1550
$2.16M ﹤0.01%
170,787