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
$223B
AUM Growth
+$16.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,780
New
Increased
Reduced
Closed

Top Buys

1 +$945M
2 +$881M
3 +$613M
4
TSLA icon
Tesla
TSLA
+$540M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$502M

Top Sells

1 +$959M
2 +$929M
3 +$336M
4
VMW
VMware, Inc
VMW
+$225M
5
NVDA icon
NVIDIA
NVDA
+$199M

Sector Composition

1 Technology 30.4%
2 Healthcare 13.37%
3 Consumer Discretionary 11.23%
4 Financials 10.99%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1601
$1.89M ﹤0.01%
240,608
-6,103
1602
$1.88M ﹤0.01%
25,109
+405
1603
$1.88M ﹤0.01%
57,337
-12,364
1604
$1.87M ﹤0.01%
21,555
1605
$1.87M ﹤0.01%
197,141
+131,881
1606
$1.87M ﹤0.01%
62,826
+49,081
1607
$1.85M ﹤0.01%
63,603
+20,133
1608
$1.85M ﹤0.01%
168,181
+73,611
1609
$1.84M ﹤0.01%
29,419
-3,826
1610
$1.84M ﹤0.01%
61,761
+3,808
1611
$1.84M ﹤0.01%
34,673
-7,340
1612
$1.84M ﹤0.01%
142,424
+26,680
1613
$1.84M ﹤0.01%
35,224
1614
$1.84M ﹤0.01%
66,049
-11,781
1615
$1.83M ﹤0.01%
149,966
+19,222
1616
$1.83M ﹤0.01%
81,872
1617
$1.82M ﹤0.01%
+3,100
1618
$1.82M ﹤0.01%
90,040
-12,657
1619
$1.82M ﹤0.01%
46,749
-6,074
1620
$1.82M ﹤0.01%
40,328
-1,337
1621
$1.81M ﹤0.01%
46,313
+5,327
1622
$1.81M ﹤0.01%
18,200
-1,728
1623
$1.8M ﹤0.01%
68,645
+8,506
1624
$1.8M ﹤0.01%
47,143
1625
$1.79M ﹤0.01%
70,429
-363,308