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
$254B
AUM Growth
+$31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,652
New
Increased
Reduced
Closed

Top Buys

1 +$583M
2 +$476M
3 +$320M
4
AMZN icon
Amazon
AMZN
+$309M
5
PG icon
Procter & Gamble
PG
+$296M

Top Sells

1 +$510M
2 +$430M
3 +$333M
4
INTC icon
Intel
INTC
+$281M
5
SPLK
Splunk Inc
SPLK
+$172M

Sector Composition

1 Technology 31.23%
2 Healthcare 12.65%
3 Consumer Discretionary 11.43%
4 Financials 11.23%
5 Communication Services 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1676
$1.87M ﹤0.01%
169,488
+118,588
1677
$1.86M ﹤0.01%
+141,653
1678
$1.86M ﹤0.01%
279,862
+10,000
1679
$1.86M ﹤0.01%
58,683
+19,740
1680
$1.86M ﹤0.01%
50,655
+3,906
1681
$1.85M ﹤0.01%
44,223
+12,086
1682
$1.85M ﹤0.01%
22,691
1683
$1.84M ﹤0.01%
68,071
+4,769
1684
$1.84M ﹤0.01%
33,233
1685
$1.84M ﹤0.01%
21,665
+769
1686
$1.83M ﹤0.01%
94,979
+813
1687
$1.83M ﹤0.01%
24,823
+8,123
1688
$1.82M ﹤0.01%
16,515
+2,157
1689
$1.82M ﹤0.01%
12,441
1690
$1.81M ﹤0.01%
30,142
1691
$1.81M ﹤0.01%
39,902
+3,892
1692
$1.8M ﹤0.01%
157,002
+23,086
1693
$1.79M ﹤0.01%
399,532
+119,738
1694
$1.79M ﹤0.01%
110,129
+11,707
1695
$1.79M ﹤0.01%
93,371
1696
$1.78M ﹤0.01%
47,405
+2,702
1697
$1.78M ﹤0.01%
120,833
+80,705
1698
$1.78M ﹤0.01%
63,754
1699
$1.77M ﹤0.01%
85,889
+30,810
1700
$1.77M ﹤0.01%
116,916
-16,016