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
$87.7B
AUM Growth
-$2.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,807
New
Increased
Reduced
Closed

Top Buys

1 +$1.29B
2 +$1.02B
3 +$198M
4
PRGO icon
Perrigo
PRGO
+$142M
5
COO icon
Cooper Companies
COO
+$138M

Top Sells

1 +$703M
2 +$227M
3 +$185M
4
XOM icon
Exxon Mobil
XOM
+$176M
5
LNKD
LinkedIn Corporation
LNKD
+$150M

Sector Composition

1 Healthcare 16.88%
2 Financials 14.42%
3 Technology 14.1%
4 Consumer Discretionary 10.24%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1626
$1.14M ﹤0.01%
132,063
+5,248
1627
$1.13M ﹤0.01%
74,350
+4,513
1628
$1.13M ﹤0.01%
21,011
+8,611
1629
$1.13M ﹤0.01%
37,777
+505
1630
$1.13M ﹤0.01%
24,353
+844
1631
$1.13M ﹤0.01%
34,606
+1,510
1632
$1.13M ﹤0.01%
13,467
+2,768
1633
0
1634
$1.13M ﹤0.01%
60,740
-2,562
1635
$1.12M ﹤0.01%
115,749
+3,831
1636
$1.12M ﹤0.01%
+11,725
1637
$1.12M ﹤0.01%
21,811
+600
1638
$1.12M ﹤0.01%
245,059
+139,579
1639
$1.12M ﹤0.01%
31,678
-7,444
1640
$1.12M ﹤0.01%
18,142
+2,200
1641
$1.11M ﹤0.01%
29,582
+11,900
1642
$1.11M ﹤0.01%
112,937
-15,312
1643
$1.11M ﹤0.01%
+53,114
1644
$1.11M ﹤0.01%
75,028
+30,459
1645
$1.1M ﹤0.01%
82,797
+722
1646
$1.1M ﹤0.01%
58,476
-500
1647
$1.1M ﹤0.01%
+34,893
1648
$1.1M ﹤0.01%
27,854
-100
1649
$1.09M ﹤0.01%
40,453
+1,400
1650
$1.09M ﹤0.01%
83,819
+5,734