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
1701
$955K ﹤0.01%
61,997
+2,136
1702
$955K ﹤0.01%
33,998
1703
$954K ﹤0.01%
8,176
+700
1704
$953K ﹤0.01%
23,264
+1,600
1705
$952K ﹤0.01%
30,686
+11,500
1706
$946K ﹤0.01%
19,061
+1,100
1707
$945K ﹤0.01%
60,400
+4,000
1708
$942K ﹤0.01%
27,721
+2,853
1709
$937K ﹤0.01%
144,680
+2,686
1710
$936K ﹤0.01%
16,490
+891
1711
$936K ﹤0.01%
42,698
+1,600
1712
$923K ﹤0.01%
18,241
-1,262
1713
$922K ﹤0.01%
+22,601
1714
$918K ﹤0.01%
38,900
-4,000
1715
$916K ﹤0.01%
+44,046
1716
$913K ﹤0.01%
19,399
+1,200
1717
$909K ﹤0.01%
114,526
-19,373
1718
$909K ﹤0.01%
20,899
+600
1719
$909K ﹤0.01%
68,240
-1,900
1720
$908K ﹤0.01%
15,945
1721
$906K ﹤0.01%
4,344
+100
1722
$906K ﹤0.01%
19,099
+500
1723
$904K ﹤0.01%
55,771
1724
$904K ﹤0.01%
144,674
+2,800
1725
$903K ﹤0.01%
1,181,663
-102,294