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
$101B
AUM Growth
+$1.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,630
New
Increased
Reduced
Closed

Top Buys

1 +$210M
2 +$147M
3 +$140M
4
BABA icon
Alibaba
BABA
+$135M
5
C icon
Citigroup
C
+$131M

Top Sells

1 +$287M
2 +$188M
3 +$171M
4
MNST icon
Monster Beverage
MNST
+$167M
5
MA icon
Mastercard
MA
+$124M

Sector Composition

1 Healthcare 14.83%
2 Technology 14.54%
3 Financials 14.28%
4 Consumer Discretionary 9%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1626
$741K ﹤0.01%
27,301
1627
$740K ﹤0.01%
16,789
1628
$737K ﹤0.01%
30,169
+18,270
1629
$736K ﹤0.01%
11,700
+3,450
1630
$735K ﹤0.01%
76,700
-3,600
1631
$730K ﹤0.01%
14,028
1632
$730K ﹤0.01%
17,019
1633
$727K ﹤0.01%
44,897
+3,400
1634
$726K ﹤0.01%
+104,494
1635
$725K ﹤0.01%
44,742
-1,100
1636
$720K ﹤0.01%
14,200
1637
$719K ﹤0.01%
3,243
1638
$717K ﹤0.01%
14,999
1639
$716K ﹤0.01%
6,458
+3
1640
$712K ﹤0.01%
+55,031
1641
$712K ﹤0.01%
17,222
1642
$711K ﹤0.01%
9,399
+400
1643
$707K ﹤0.01%
23,698
1644
$706K ﹤0.01%
85,294
+4,200
1645
$704K ﹤0.01%
13,399
1646
$704K ﹤0.01%
52,000
1647
$702K ﹤0.01%
50,492
1648
$700K ﹤0.01%
31,198
+5,100
1649
$698K ﹤0.01%
14,932
1650
$698K ﹤0.01%
+87,042