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
$223B
AUM Growth
+$16.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,780
New
Increased
Reduced
Closed

Top Buys

1 +$945M
2 +$881M
3 +$613M
4
TSLA icon
Tesla
TSLA
+$540M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$502M

Top Sells

1 +$959M
2 +$929M
3 +$336M
4
VMW
VMware, Inc
VMW
+$225M
5
NVDA icon
NVIDIA
NVDA
+$199M

Sector Composition

1 Technology 30.4%
2 Healthcare 13.37%
3 Consumer Discretionary 11.23%
4 Financials 10.99%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1526
$2.16M ﹤0.01%
14,840
-1,491
1527
$2.16M ﹤0.01%
12,328
1528
$2.15M ﹤0.01%
46,717
+7,666
1529
$2.15M ﹤0.01%
57,769
-6,698
1530
$2.15M ﹤0.01%
75,883
+1,663
1531
$2.14M ﹤0.01%
26,726
-1,385
1532
$2.14M ﹤0.01%
83,033
+3,743
1533
$2.13M ﹤0.01%
187,233
+37,062
1534
$2.12M ﹤0.01%
66,248
+9,745
1535
$2.12M ﹤0.01%
333,015
+11,068
1536
$2.12M ﹤0.01%
21,351
+3,575
1537
$2.12M ﹤0.01%
126,933
-208,574
1538
$2.12M ﹤0.01%
52,343
-2,933
1539
$2.11M ﹤0.01%
20,232
-5,225
1540
$2.11M ﹤0.01%
27,378
-3,313
1541
$2.11M ﹤0.01%
181,533
+29,225
1542
$2.11M ﹤0.01%
66,254
-3,241
1543
$2.1M ﹤0.01%
70,486
-9,017
1544
$2.09M ﹤0.01%
52,123
-157,612
1545
$2.09M ﹤0.01%
60,420
-3,620
1546
$2.09M ﹤0.01%
40,585
+317
1547
$2.09M ﹤0.01%
23,394
-1,003
1548
$2.08M ﹤0.01%
45,704
+2,118
1549
$2.08M ﹤0.01%
73,015
-43,360
1550
$2.08M ﹤0.01%
27,622
+3,812