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
1651
$697K ﹤0.01%
27,952
+998
1652
$696K ﹤0.01%
8,167
1653
$694K ﹤0.01%
8,107
+500
1654
$693K ﹤0.01%
46,097
+300
1655
$693K ﹤0.01%
36,798
+6,200
1656
$690K ﹤0.01%
28,684
1657
$688K ﹤0.01%
5,700
1658
$684K ﹤0.01%
32,597
+1,500
1659
$682K ﹤0.01%
+20,728
1660
$681K ﹤0.01%
19,899
1661
$680K ﹤0.01%
34,097
+1,600
1662
$677K ﹤0.01%
29,398
1663
$676K ﹤0.01%
13,499
+700
1664
$676K ﹤0.01%
24,679
1665
$674K ﹤0.01%
54,397
1666
$672K ﹤0.01%
25,354
1667
$671K ﹤0.01%
171,882
+21,774
1668
$670K ﹤0.01%
83,881
+13,365
1669
$670K ﹤0.01%
20,698
1670
$670K ﹤0.01%
25,698
+400
1671
$667K ﹤0.01%
26,598
+500
1672
$666K ﹤0.01%
+16,300
1673
$666K ﹤0.01%
25,199
1674
$664K ﹤0.01%
24,474
+12,412
1675
$663K ﹤0.01%
10,800