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
$77.5B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,451
New
Increased
Reduced
Closed

Top Buys

1 +$1.77B
2 +$1.41B
3 +$1.34B
4
MSFT icon
Microsoft
MSFT
+$1.06B
5
JPM icon
JPMorgan Chase
JPM
+$932M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.57%
2 Healthcare 13.73%
3 Technology 13.36%
4 Industrials 9.84%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1726
$425K ﹤0.01%
+6,599
1727
$423K ﹤0.01%
+9,099
1728
$422K ﹤0.01%
+39,297
1729
$421K ﹤0.01%
+10,599
1730
$420K ﹤0.01%
+5,800
1731
$419K ﹤0.01%
+3,400
1732
$418K ﹤0.01%
+20,598
1733
$418K ﹤0.01%
+13,351
1734
$417K ﹤0.01%
+139,718
1735
$417K ﹤0.01%
+45,197
1736
$417K ﹤0.01%
+15,142
1737
$416K ﹤0.01%
+16,598
1738
$415K ﹤0.01%
+13,620
1739
$414K ﹤0.01%
+12,299
1740
$414K ﹤0.01%
+13,499
1741
$414K ﹤0.01%
+17,398
1742
$414K ﹤0.01%
+29,397
1743
$413K ﹤0.01%
+13,532
1744
$412K ﹤0.01%
+59,494
1745
$412K ﹤0.01%
+24,998
1746
$411K ﹤0.01%
+11,699
1747
$410K ﹤0.01%
+3,900
1748
$408K ﹤0.01%
+20,498
1749
$407K ﹤0.01%
+8,899
1750
$406K ﹤0.01%
+29,196