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
$191B
AUM Growth
-$42.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,911
New
Increased
Reduced
Closed

Top Buys

1 +$1.19B
2 +$275M
3 +$160M
4
V icon
Visa
V
+$159M
5
BZ icon
Kanzhun
BZ
+$148M

Top Sells

1 +$469M
2 +$297M
3 +$247M
4
MSFT icon
Microsoft
MSFT
+$239M
5
TRP icon
TC Energy
TRP
+$214M

Sector Composition

1 Technology 26.55%
2 Healthcare 15.22%
3 Financials 12.07%
4 Consumer Discretionary 10.14%
5 Communication Services 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1651
$1.85M ﹤0.01%
+273,794
1652
$1.84M ﹤0.01%
107,317
+28,718
1653
$1.84M ﹤0.01%
63,872
-12,419
1654
$1.84M ﹤0.01%
8,323
-1,530
1655
$1.83M ﹤0.01%
87,300
+11,651
1656
$1.83M ﹤0.01%
129,992
+92,477
1657
$1.83M ﹤0.01%
25,100
+3,475
1658
$1.83M ﹤0.01%
23,782
+1,772
1659
$1.83M ﹤0.01%
48,571
+2,500
1660
$1.82M ﹤0.01%
52,173
-2,704
1661
$1.82M ﹤0.01%
61,900
-8,000
1662
$1.81M ﹤0.01%
42,315
-6,293
1663
$1.81M ﹤0.01%
80,729
+1,049
1664
$1.81M ﹤0.01%
38,102
+2,741
1665
$1.8M ﹤0.01%
88,086
-10,331
1666
$1.78M ﹤0.01%
153,803
-3,146
1667
$1.77M ﹤0.01%
46,246
+1,249
1668
$1.77M ﹤0.01%
30,933
-1,943
1669
$1.77M ﹤0.01%
16,327
+457
1670
$1.77M ﹤0.01%
112,090
+1,692
1671
$1.77M ﹤0.01%
227,781
+72,518
1672
$1.77M ﹤0.01%
8,814
+7,672
1673
$1.77M ﹤0.01%
25,571
+7,300
1674
$1.76M ﹤0.01%
20,627
+1,081
1675
$1.76M ﹤0.01%
50,716
-2,484