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
$86.2B
AUM Growth
-$1.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,751
New
Increased
Reduced
Closed

Top Buys

1 +$264M
2 +$185M
3 +$162M
4
CB icon
Chubb
CB
+$111M
5
UAA icon
Under Armour
UAA
+$108M

Top Sells

1 +$234M
2 +$154M
3 +$133M
4
PFE icon
Pfizer
PFE
+$121M
5
SCHW icon
Charles Schwab
SCHW
+$119M

Sector Composition

1 Healthcare 15.48%
2 Technology 14.76%
3 Financials 13.4%
4 Consumer Discretionary 10.5%
5 Communication Services 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$748K ﹤0.01%
50,137
-14,013
1702
$748K ﹤0.01%
27,640
-10,402
1703
$747K ﹤0.01%
18,108
+3,509
1704
$747K ﹤0.01%
73,291
-998
1705
$739K ﹤0.01%
19,400
-116,022
1706
$735K ﹤0.01%
70,950
-27,550
1707
$735K ﹤0.01%
126,261
+20,600
1708
$733K ﹤0.01%
36,962
-22,398
1709
$729K ﹤0.01%
40,570
-4,000
1710
$726K ﹤0.01%
19,799
-800
1711
$724K ﹤0.01%
1,690
+32
1712
$723K ﹤0.01%
24,600
-14,176
1713
$722K ﹤0.01%
16,399
-3,000
1714
$719K ﹤0.01%
17,893
-2
1715
$718K ﹤0.01%
13,199
-5,900
1716
$716K ﹤0.01%
209,980
-39,000
1717
$714K ﹤0.01%
39,125
1718
$714K ﹤0.01%
53,106
-14,400
1719
$713K ﹤0.01%
6,598
-74
1720
$709K ﹤0.01%
15,699
-1,600
1721
$705K ﹤0.01%
253,726
-6,292
1722
$704K ﹤0.01%
14,100
-1,400
1723
$700K ﹤0.01%
48,924
-38,546
1724
$700K ﹤0.01%
35,800
-225,668
1725
$698K ﹤0.01%
44,028
-5,670