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
$127B
AUM Growth
+$8.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,726
New
Increased
Reduced
Closed

Top Buys

1 +$351M
2 +$316M
3 +$310M
4
CRM icon
Salesforce
CRM
+$251M
5
AAPL icon
Apple
AAPL
+$228M

Sector Composition

1 Technology 16.97%
2 Financials 15.78%
3 Healthcare 12.11%
4 Consumer Discretionary 11.64%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1576
$1.45M ﹤0.01%
50,996
+2,160
1577
$1.45M ﹤0.01%
156,507
+44,509
1578
$1.45M ﹤0.01%
70,506
+8,932
1579
$1.45M ﹤0.01%
80,549
+8,409
1580
$1.45M ﹤0.01%
42,876
+7,521
1581
$1.44M ﹤0.01%
48,817
+3,496
1582
$1.44M ﹤0.01%
29,892
+5,881
1583
$1.44M ﹤0.01%
153,001
-3,707
1584
$1.44M ﹤0.01%
23,807
+4,405
1585
$1.43M ﹤0.01%
63,837
+1,977
1586
$1.43M ﹤0.01%
24,881
+1,051
1587
$1.43M ﹤0.01%
93,654
+24,346
1588
$1.42M ﹤0.01%
84,188
+3,609
1589
$1.42M ﹤0.01%
38,672
+11,896
1590
$1.42M ﹤0.01%
20,808
+2,408
1591
$1.41M ﹤0.01%
11,820
+1,500
1592
$1.41M ﹤0.01%
+45,729
1593
$1.41M ﹤0.01%
21,319
+4,426
1594
$1.41M ﹤0.01%
25,029
+3,607
1595
$1.41M ﹤0.01%
19,260
+130
1596
$1.39M ﹤0.01%
46,729
+2,041
1597
$1.39M ﹤0.01%
218
+34
1598
$1.39M ﹤0.01%
8,244
1599
$1.38M ﹤0.01%
119,846
+27,609
1600
$1.38M ﹤0.01%
95,980
+14,864