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
1701
$625K ﹤0.01%
20,199
1702
$624K ﹤0.01%
22,405
+500
1703
$623K ﹤0.01%
5,311
-395
1704
$620K ﹤0.01%
8,299
+500
1705
$620K ﹤0.01%
15,400
1706
$620K ﹤0.01%
23,798
+100
1707
$619K ﹤0.01%
10,299
1708
$619K ﹤0.01%
25,900
+1,500
1709
$613K ﹤0.01%
22,742
1710
0
1711
$610K ﹤0.01%
20,813
+2,492
1712
$610K ﹤0.01%
57,178
+1,300
1713
$608K ﹤0.01%
7,134
1714
$608K ﹤0.01%
42,797
1715
$606K ﹤0.01%
18,998
+1,600
1716
$604K ﹤0.01%
15,524
-788
1717
$602K ﹤0.01%
17,500
-3,300
1718
$600K ﹤0.01%
30,193
+1,764
1719
$599K ﹤0.01%
13,902
1720
$599K ﹤0.01%
6,200
1721
$599K ﹤0.01%
15,398
1722
$598K ﹤0.01%
16,050
1723
$595K ﹤0.01%
12,268
1724
$593K ﹤0.01%
16,403
1725
$592K ﹤0.01%
46,898