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
$87.7B
AUM Growth
-$2.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,807
New
Increased
Reduced
Closed

Top Buys

1 +$1.29B
2 +$1.02B
3 +$198M
4
PRGO icon
Perrigo
PRGO
+$142M
5
COO icon
Cooper Companies
COO
+$138M

Top Sells

1 +$703M
2 +$227M
3 +$185M
4
XOM icon
Exxon Mobil
XOM
+$176M
5
LNKD
LinkedIn Corporation
LNKD
+$150M

Sector Composition

1 Healthcare 16.88%
2 Financials 14.42%
3 Technology 14.1%
4 Consumer Discretionary 10.24%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1676
$1.02M ﹤0.01%
1,975
+541
1677
$1.02M ﹤0.01%
35,165
+11
1678
$1.02M ﹤0.01%
59,360
+1,493
1679
$1.01M ﹤0.01%
20,999
1680
$1.01M ﹤0.01%
187,921
+9,509
1681
$1M ﹤0.01%
40,141
+2,309
1682
$1M ﹤0.01%
59,997
-15,396
1683
$996K ﹤0.01%
32,898
+400
1684
$993K ﹤0.01%
59,836
-5
1685
$993K ﹤0.01%
29,499
+1,200
1686
$988K ﹤0.01%
85,226
-124
1687
$988K ﹤0.01%
12,744
+574
1688
$987K ﹤0.01%
6,578
+536
1689
$986K ﹤0.01%
71,328
+2,449
1690
$984K ﹤0.01%
38,198
+1,100
1691
$980K ﹤0.01%
79,472
+2,709
1692
$978K ﹤0.01%
57,887
-1,301
1693
$971K ﹤0.01%
39,816
+18,816
1694
$967K ﹤0.01%
168,371
+30,276
1695
$962K ﹤0.01%
70,897
+2,200
1696
$961K ﹤0.01%
16,833
-144
1697
$957K ﹤0.01%
168,712
-1
1698
$957K ﹤0.01%
40,596
+1,458
1699
$957K ﹤0.01%
49,740
+9,082
1700
$956K ﹤0.01%
64,150
+1,453