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
1601
$569K ﹤0.01%
+72,809
1602
$567K ﹤0.01%
+10,199
1603
$566K ﹤0.01%
+15,699
1604
$566K ﹤0.01%
+24,365
1605
$566K ﹤0.01%
+12,099
1606
$565K ﹤0.01%
+38,797
1607
$565K ﹤0.01%
+31,621
1608
$565K ﹤0.01%
+7,030
1609
$563K ﹤0.01%
+10,499
1610
$562K ﹤0.01%
+23,899
1611
$562K ﹤0.01%
+8,199
1612
$562K ﹤0.01%
+27,597
1613
$558K ﹤0.01%
+8,400
1614
$556K ﹤0.01%
+49,196
1615
$551K ﹤0.01%
+23,582
1616
$550K ﹤0.01%
+11,000
1617
$548K ﹤0.01%
+12,113
1618
$547K ﹤0.01%
+25,798
1619
$545K ﹤0.01%
+2,895
1620
$545K ﹤0.01%
+43,196
1621
$544K ﹤0.01%
+26,198
1622
$544K ﹤0.01%
+101,691
1623
$543K ﹤0.01%
+19,198
1624
$543K ﹤0.01%
+53,088
1625
$539K ﹤0.01%
+21,998