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
$77.5B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,451
New
Increased
Reduced
Closed

Top Buys

1 +$1.77B
2 +$1.41B
3 +$1.34B
4
MSFT icon
Microsoft
MSFT
+$1.06B
5
JPM icon
JPMorgan Chase
JPM
+$932M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.57%
2 Healthcare 13.73%
3 Technology 13.36%
4 Industrials 9.84%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1576
$602K ﹤0.01%
+8,057
1577
$600K ﹤0.01%
+38,697
1578
$599K ﹤0.01%
+16,214
1579
$597K ﹤0.01%
+13,099
1580
$593K ﹤0.01%
+15,498
1581
$591K ﹤0.01%
+44,396
1582
$590K ﹤0.01%
+42,996
1583
$590K ﹤0.01%
+25,597
1584
$590K ﹤0.01%
+17,499
1585
$589K ﹤0.01%
+32,582
1586
$589K ﹤0.01%
+5,203
1587
$586K ﹤0.01%
+18,895
1588
$584K ﹤0.01%
+14,699
1589
$582K ﹤0.01%
+12,199
1590
$579K ﹤0.01%
+15,298
1591
$578K ﹤0.01%
+30,550
1592
$578K ﹤0.01%
+28,559
1593
$575K ﹤0.01%
+13,899
1594
$575K ﹤0.01%
+81,596
1595
$575K ﹤0.01%
+18,698
1596
$573K ﹤0.01%
+23,698
1597
$573K ﹤0.01%
+28,898
1598
$572K ﹤0.01%
+11,050
1599
$570K ﹤0.01%
+7,051
1600
$570K ﹤0.01%
+86,196