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
$110B
AUM Growth
+$6.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,612
New
Increased
Reduced
Closed

Top Buys

1 +$200M
2 +$195M
3 +$145M
4
JPM icon
JPMorgan Chase
JPM
+$130M
5
BABA icon
Alibaba
BABA
+$123M

Sector Composition

1 Technology 15.97%
2 Financials 15.35%
3 Healthcare 13.71%
4 Consumer Discretionary 10.59%
5 Communication Services 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1651
$1.03M ﹤0.01%
35,540
+4,594
1652
$1.02M ﹤0.01%
8,833
+97
1653
$1.02M ﹤0.01%
37,611
1654
$1.02M ﹤0.01%
24,157
+6,658
1655
$1.02M ﹤0.01%
17,466
+186
1656
$1.02M ﹤0.01%
30,512
+1,902
1657
$1.02M ﹤0.01%
49,664
+12,442
1658
$1.02M ﹤0.01%
58,284
+17,202
1659
$1.02M ﹤0.01%
154
-6
1660
$1.02M ﹤0.01%
11,381
+1,242
1661
$1.01M ﹤0.01%
96,087
+15,603
1662
$1.01M ﹤0.01%
18,003
+110
1663
$1.01M ﹤0.01%
54,376
+502
1664
$1.01M ﹤0.01%
22,419
+211
1665
$1M ﹤0.01%
14,000
+913
1666
$1M ﹤0.01%
23,372
+3,464
1667
$999K ﹤0.01%
25,708
+1,058
1668
$999K ﹤0.01%
22,620
+2,668
1669
$995K ﹤0.01%
21,094
+83
1670
$991K ﹤0.01%
73,426
+445
1671
$989K ﹤0.01%
21,754
+2,194
1672
$988K ﹤0.01%
259,221
+5,079
1673
$984K ﹤0.01%
17,168
+162
1674
$983K ﹤0.01%
30,582
+1,149
1675
$981K ﹤0.01%
38,335
+893