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
$116B
AUM Growth
-$18.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,906
New
Increased
Reduced
Closed

Top Buys

1 +$284M
2 +$218M
3 +$146M
4
JNJ icon
Johnson & Johnson
JNJ
+$142M
5
PYPL icon
PayPal
PYPL
+$137M

Top Sells

1 +$339M
2 +$244M
3 +$218M
4
ADBE icon
Adobe
ADBE
+$165M
5
META icon
Meta Platforms (Facebook)
META
+$165M

Sector Composition

1 Technology 17.48%
2 Healthcare 14.9%
3 Financials 14.08%
4 Consumer Discretionary 11.32%
5 Communication Services 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$1.05M ﹤0.01%
22,995
-9,006
1702
$1.04M ﹤0.01%
43,616
+3,533
1703
$1.04M ﹤0.01%
30,102
+936
1704
$1.04M ﹤0.01%
32,757
+5,434
1705
$1.03M ﹤0.01%
31,023
+773
1706
$1.03M ﹤0.01%
19,034
+4,167
1707
$1.03M ﹤0.01%
66,589
+34,193
1708
$1.02M ﹤0.01%
84,846
+9,944
1709
$1.02M ﹤0.01%
25,869
+6,667
1710
$1.02M ﹤0.01%
16,928
-106
1711
$1.02M ﹤0.01%
18,977
+1,508
1712
$1.02M ﹤0.01%
+11,105
1713
$1.02M ﹤0.01%
18,509
+3,106
1714
$1.01M ﹤0.01%
83,095
-495,564
1715
$1.01M ﹤0.01%
22,574
+1,401
1716
$1.01M ﹤0.01%
+39,994
1717
$1M ﹤0.01%
24,935
+406
1718
$1M ﹤0.01%
11,231
-2,224
1719
$1M ﹤0.01%
1,789,903
+310,177
1720
$1M ﹤0.01%
21,383
+422
1721
$998K ﹤0.01%
20,427
+1,246
1722
$996K ﹤0.01%
31,461
+1,003
1723
$996K ﹤0.01%
55,874
1724
$992K ﹤0.01%
251
1725
$992K ﹤0.01%
16,780
+516