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
$99B
AUM Growth
+$5.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,663
New
Increased
Reduced
Closed

Top Buys

1 +$234M
2 +$220M
3 +$200M
4
BWA icon
BorgWarner
BWA
+$127M
5
HAL icon
Halliburton
HAL
+$122M

Top Sells

1 +$246M
2 +$226M
3 +$140M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$118M
5
FCX icon
Freeport-McMoran
FCX
+$112M

Sector Composition

1 Healthcare 14.05%
2 Technology 14.02%
3 Financials 13.95%
4 Industrials 9.06%
5 Energy 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1601
$809K ﹤0.01%
101,595
1602
$809K ﹤0.01%
28,684
1603
$809K ﹤0.01%
66,596
+10,700
1604
$809K ﹤0.01%
9,599
+2,600
1605
$807K ﹤0.01%
17,799
1606
$806K ﹤0.01%
16,399
-47,900
1607
$806K ﹤0.01%
34,288
+9,090
1608
$806K ﹤0.01%
13,061
+2,800
1609
$806K ﹤0.01%
10,132
1610
$804K ﹤0.01%
45,797
+700
1611
$800K ﹤0.01%
25,199
1612
$798K ﹤0.01%
46,614
+1,100
1613
$795K ﹤0.01%
14,028
+6,200
1614
$792K ﹤0.01%
50,492
+9,400
1615
$790K ﹤0.01%
72,998
+12,800
1616
$789K ﹤0.01%
10,992
1617
$785K ﹤0.01%
57,095
1618
$785K ﹤0.01%
31,097
1619
$783K ﹤0.01%
64,493
+1,876
1620
$782K ﹤0.01%
80,300
-19,490
1621
$781K ﹤0.01%
41,798
+200
1622
$773K ﹤0.01%
26,598
+2,200
1623
$772K ﹤0.01%
28,598
1624
$770K ﹤0.01%
15,799
1625
$767K ﹤0.01%
15,898
+700