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
$148B
AUM Growth
+$8.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,939
New
Increased
Reduced
Closed

Top Buys

1 +$485M
2 +$482M
3 +$390M
4
MA icon
Mastercard
MA
+$270M
5
CMCSA icon
Comcast
CMCSA
+$259M

Top Sells

1 +$225M
2 +$190M
3 +$179M
4
RHT
Red Hat Inc
RHT
+$166M
5
APC
Anadarko Petroleum
APC
+$108M

Sector Composition

1 Technology 18.8%
2 Financials 14.07%
3 Healthcare 13.13%
4 Consumer Discretionary 12.1%
5 Communication Services 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$1.54M ﹤0.01%
79,757
+8,490
1702
$1.52M ﹤0.01%
82,128
-8,445
1703
$1.52M ﹤0.01%
64,533
+6,507
1704
$1.52M ﹤0.01%
102,997
+23,782
1705
$1.51M ﹤0.01%
51,865
+12,187
1706
$1.51M ﹤0.01%
242,290
-32,428
1707
$1.5M ﹤0.01%
21,610
+5,016
1708
$1.5M ﹤0.01%
44,730
+9,706
1709
$1.5M ﹤0.01%
67,554
+735
1710
$1.5M ﹤0.01%
28,564
+3,919
1711
$1.5M ﹤0.01%
79,429
-677,488
1712
$1.49M ﹤0.01%
56,676
-5,059
1713
$1.49M ﹤0.01%
81,609
+19,254
1714
$1.48M ﹤0.01%
39,425
+6,175
1715
$1.48M ﹤0.01%
33,203
+5,569
1716
$1.48M ﹤0.01%
60,455
+8,801
1717
$1.48M ﹤0.01%
25,932
-1,303
1718
$1.47M ﹤0.01%
34,841
+3,809
1719
$1.47M ﹤0.01%
56,306
+9,784
1720
$1.47M ﹤0.01%
15,474
+3,445
1721
$1.47M ﹤0.01%
48,904
+8,990
1722
$1.47M ﹤0.01%
48,286
+5,558
1723
$1.46M ﹤0.01%
46,078
+10,279
1724
$1.46M ﹤0.01%
32,686
+7,849
1725
$1.46M ﹤0.01%
135,936
+6,838