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
1626
$767K ﹤0.01%
206,592
+6,000
1627
$766K ﹤0.01%
5,396
+221
1628
$764K ﹤0.01%
18,531
+3,200
1629
$764K ﹤0.01%
16,898
1630
$759K ﹤0.01%
8,167
+1,867
1631
$759K ﹤0.01%
24,699
+1,000
1632
$756K ﹤0.01%
+29,546
1633
$754K ﹤0.01%
9,934
+400
1634
$753K ﹤0.01%
25,198
+4,200
1635
$753K ﹤0.01%
17,019
+805
1636
0
1637
$750K ﹤0.01%
10,599
+2,900
1638
$749K ﹤0.01%
+24,600
1639
$748K ﹤0.01%
45,842
+2,000
1640
$744K ﹤0.01%
48,895
1641
$742K ﹤0.01%
6,455
-260
1642
$740K ﹤0.01%
27,598
1643
$739K ﹤0.01%
80,895
+3,900
1644
$737K ﹤0.01%
14,221
1645
$735K ﹤0.01%
12,399
-135,500
1646
$735K ﹤0.01%
15,398
1647
$733K ﹤0.01%
32,431
1648
$732K ﹤0.01%
14,200
1649
$732K ﹤0.01%
54,397
1650
$731K ﹤0.01%
65,394
+16,200