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
1676
$663K ﹤0.01%
14,221
1677
$661K ﹤0.01%
27,598
1678
$661K ﹤0.01%
53,647
+753
1679
$657K ﹤0.01%
16,499
1680
$657K ﹤0.01%
57,095
1681
$656K ﹤0.01%
20,799
1682
$655K ﹤0.01%
8,599
1683
$651K ﹤0.01%
45,396
1684
$648K ﹤0.01%
6,300
1685
$646K ﹤0.01%
45,495
+700
1686
$643K ﹤0.01%
21,199
1687
$643K ﹤0.01%
49,719
+3,663
1688
$640K ﹤0.01%
43,195
1689
$640K ﹤0.01%
28,497
1690
$640K ﹤0.01%
11,699
1691
$638K ﹤0.01%
2,042
1692
$636K ﹤0.01%
18,199
+300
1693
$635K ﹤0.01%
28,398
+100
1694
$634K ﹤0.01%
51,695
-175,132
1695
$632K ﹤0.01%
22,098
1696
$632K ﹤0.01%
42,298
+500
1697
$630K ﹤0.01%
13,799
+700
1698
$625K ﹤0.01%
6,320
-31
1699
$625K ﹤0.01%
43,796
1700
$625K ﹤0.01%
38,764
+3,000