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
1551
$2.15M ﹤0.01%
39,635
1552
$2.15M ﹤0.01%
75,764
1553
$2.15M ﹤0.01%
61,509
1554
$2.14M ﹤0.01%
42,013
1555
$2.13M ﹤0.01%
33,245
1556
$2.13M ﹤0.01%
236,914
1557
$2.12M ﹤0.01%
152,308
1558
$2.11M ﹤0.01%
11,831
1559
$2.1M ﹤0.01%
32,159
1560
$2.1M ﹤0.01%
56,031
1561
$2.1M ﹤0.01%
37,341
1562
$2.09M ﹤0.01%
22,789
1563
$2.09M ﹤0.01%
65,494
1564
$2.08M ﹤0.01%
89,243
1565
$2.07M ﹤0.01%
6,735
1566
$2.07M ﹤0.01%
212,059
1567
$2.07M ﹤0.01%
65,138
1568
$2.05M ﹤0.01%
73,910
1569
$2.05M ﹤0.01%
28,111
1570
$2.05M ﹤0.01%
170,809
1571
$2.04M ﹤0.01%
27,393
1572
$2.04M ﹤0.01%
205,848
1573
$2.03M ﹤0.01%
155,750
1574
$2.02M ﹤0.01%
134,122
1575
$2.01M ﹤0.01%
55,582