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
$110B
AUM Growth
+$6.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,612
New
Increased
Reduced
Closed

Top Buys

1 +$200M
2 +$195M
3 +$145M
4
JPM icon
JPMorgan Chase
JPM
+$130M
5
BABA icon
Alibaba
BABA
+$123M

Sector Composition

1 Technology 15.97%
2 Financials 15.35%
3 Healthcare 13.71%
4 Consumer Discretionary 10.59%
5 Communication Services 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1576
$1.22M ﹤0.01%
16,706
+1,608
1577
$1.22M ﹤0.01%
43,998
+1,800
1578
$1.22M ﹤0.01%
9,469
+3,638
1579
$1.21M ﹤0.01%
71,299
+1,251
1580
$1.21M ﹤0.01%
14,277
+2,298
1581
$1.21M ﹤0.01%
26,145
+3,756
1582
$1.21M ﹤0.01%
26,138
+61
1583
$1.2M ﹤0.01%
39,201
+464
1584
$1.2M ﹤0.01%
44,417
+3,328
1585
$1.2M ﹤0.01%
30,371
+2,111
1586
$1.2M ﹤0.01%
9,103
+878
1587
$1.19M ﹤0.01%
36,472
+2,483
1588
$1.19M ﹤0.01%
8,904
+727
1589
$1.18M ﹤0.01%
39,823
+4,169
1590
$1.18M ﹤0.01%
47,998
+3,912
1591
$1.18M ﹤0.01%
93,244
+5,104
1592
$1.18M ﹤0.01%
234,849
+8,229
1593
$1.18M ﹤0.01%
51,544
+388
1594
$1.17M ﹤0.01%
5,273
+203
1595
$1.17M ﹤0.01%
84,440
+7,943
1596
$1.16M ﹤0.01%
54,072
+5,107
1597
$1.16M ﹤0.01%
28,903
+361
1598
$1.16M ﹤0.01%
35,418
+11,259
1599
$1.16M ﹤0.01%
38,053
+2,186
1600
$1.15M ﹤0.01%
15,832
+832