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
$77.5B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,451
New
Increased
Reduced
Closed

Top Buys

1 +$1.77B
2 +$1.41B
3 +$1.34B
4
MSFT icon
Microsoft
MSFT
+$1.06B
5
JPM icon
JPMorgan Chase
JPM
+$932M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.57%
2 Healthcare 13.73%
3 Technology 13.36%
4 Industrials 9.84%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1676
$481K ﹤0.01%
+20,898
1677
$481K ﹤0.01%
+9,299
1678
$481K ﹤0.01%
+75,794
1679
$479K ﹤0.01%
+9,699
1680
$478K ﹤0.01%
+36,796
1681
$478K ﹤0.01%
+2,800
1682
$478K ﹤0.01%
+34,296
1683
$477K ﹤0.01%
+7,699
1684
$475K ﹤0.01%
+14,599
1685
$475K ﹤0.01%
+20,276
1686
$475K ﹤0.01%
+11,199
1687
$474K ﹤0.01%
+44,195
1688
$472K ﹤0.01%
+20,999
1689
$472K ﹤0.01%
+20,898
1690
$471K ﹤0.01%
+39,297
1691
$470K ﹤0.01%
+18,798
1692
$465K ﹤0.01%
+3,500
1693
$465K ﹤0.01%
+10,399
1694
$465K ﹤0.01%
+78,195
1695
$464K ﹤0.01%
+13,099
1696
$464K ﹤0.01%
+15,199
1697
$463K ﹤0.01%
+16,298
1698
$463K ﹤0.01%
+9,692
1699
$461K ﹤0.01%
+23,498
1700
$460K ﹤0.01%
+20,598