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
$93.7B
AUM Growth
+$6.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,631
New
Increased
Reduced
Closed

Top Buys

1 +$268M
2 +$237M
3 +$184M
4
ALTR
Altera Corp
ALTR
+$159M
5
LYB icon
LyondellBasell Industries
LYB
+$159M

Top Sells

1 +$178M
2 +$176M
3 +$129M
4
UNP icon
Union Pacific
UNP
+$127M
5
RCL icon
Royal Caribbean
RCL
+$117M

Sector Composition

1 Financials 14.47%
2 Healthcare 14.45%
3 Technology 13.29%
4 Industrials 9.47%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$154M 0.16%
6,240,006
+87,898
152
$153M 0.16%
3,646,572
+170,112
153
$153M 0.16%
906,279
+38,364
154
$150M 0.16%
3,289,176
+463,388
155
$150M 0.16%
2,820,041
+16,812
156
$146M 0.16%
1,104,442
+135,348
157
$142M 0.15%
1,292,788
+597,278
158
$140M 0.15%
2,445,966
+49,943
159
$140M 0.15%
934,532
+100,457
160
$139M 0.15%
2,326,080
-260,147
161
$139M 0.15%
1,276,428
-581,122
162
$139M 0.15%
2,111,172
-656,713
163
$138M 0.15%
3,197,674
-216,919
164
$138M 0.15%
1,618,428
+202,154
165
$138M 0.15%
1,381,412
+131,788
166
$136M 0.15%
1,605,892
+100,914
167
$134M 0.14%
3,900,531
-3,767,890
168
$133M 0.14%
2,632,237
-241,396
169
$132M 0.14%
1,612,274
+84,073
170
$131M 0.14%
3,725,217
+226,752
171
$131M 0.14%
415,410
+28,291
172
$130M 0.14%
1,320,000
+77,408
173
$130M 0.14%
1,694,762
+44,083
174
$128M 0.14%
3,578,279
+260,412
175
$127M 0.14%
1,279,506
+202,723