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
$191B
AUM Growth
-$42.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,911
New
Increased
Reduced
Closed

Top Buys

1 +$1.19B
2 +$275M
3 +$160M
4
V icon
Visa
V
+$159M
5
BZ icon
Kanzhun
BZ
+$148M

Top Sells

1 +$469M
2 +$297M
3 +$247M
4
MSFT icon
Microsoft
MSFT
+$239M
5
TRP icon
TC Energy
TRP
+$214M

Sector Composition

1 Technology 26.55%
2 Healthcare 15.22%
3 Financials 12.07%
4 Consumer Discretionary 10.14%
5 Communication Services 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$1.67M ﹤0.01%
47,885
+4,651
1702
$1.66M ﹤0.01%
39,731
+2,572
1703
$1.66M ﹤0.01%
53,295
-1,786
1704
$1.65M ﹤0.01%
83,061
+4,584
1705
$1.65M ﹤0.01%
73,886
+7,977
1706
$1.64M ﹤0.01%
62,195
+28,373
1707
$1.64M ﹤0.01%
94,740
-486
1708
$1.64M ﹤0.01%
128,542
+53,870
1709
$1.64M ﹤0.01%
186,182
+19,269
1710
$1.63M ﹤0.01%
36,721
-32
1711
$1.63M ﹤0.01%
52,589
-10,081
1712
$1.63M ﹤0.01%
53,227
-1,115
1713
$1.63M ﹤0.01%
+25,817
1714
$1.62M ﹤0.01%
22,030
+392
1715
$1.62M ﹤0.01%
30,552
-1,197
1716
$1.62M ﹤0.01%
165,607
+21,371
1717
$1.61M ﹤0.01%
60,456
+10,500
1718
$1.61M ﹤0.01%
116,023
-1,793
1719
$1.61M ﹤0.01%
41,627
+3,550
1720
$1.6M ﹤0.01%
66,165
-1,016
1721
$1.59M ﹤0.01%
204,300
-81
1722
$1.59M ﹤0.01%
88,531
+11,324
1723
$1.59M ﹤0.01%
48,416
-273
1724
$1.58M ﹤0.01%
24,582
-483
1725
$1.58M ﹤0.01%
31,809
+1,571