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
$101B
AUM Growth
+$1.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,630
New
Increased
Reduced
Closed

Top Buys

1 +$210M
2 +$147M
3 +$140M
4
BABA icon
Alibaba
BABA
+$135M
5
C icon
Citigroup
C
+$131M

Top Sells

1 +$287M
2 +$188M
3 +$171M
4
MNST icon
Monster Beverage
MNST
+$167M
5
MA icon
Mastercard
MA
+$124M

Sector Composition

1 Healthcare 14.83%
2 Technology 14.54%
3 Financials 14.28%
4 Consumer Discretionary 9%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1726
$592K ﹤0.01%
79,294
1727
$590K ﹤0.01%
29,058
1728
$589K ﹤0.01%
6,699
+200
1729
$588K ﹤0.01%
13,400
1730
$586K ﹤0.01%
71,195
1731
$586K ﹤0.01%
32,242
-18,122
1732
$585K ﹤0.01%
54,000
+7,500
1733
$584K ﹤0.01%
14,598
1734
$584K ﹤0.01%
50,009
1735
$583K ﹤0.01%
22,199
+400
1736
$581K ﹤0.01%
14,599
1737
$580K ﹤0.01%
6,200
1738
$580K ﹤0.01%
51,695
+2,800
1739
$579K ﹤0.01%
16,099
1740
$578K ﹤0.01%
10,299
1741
$577K ﹤0.01%
15,617
1742
$577K ﹤0.01%
10,199
1743
$575K ﹤0.01%
34,270
1744
$575K ﹤0.01%
41,096
+2,300
1745
$570K ﹤0.01%
72,998
1746
$570K ﹤0.01%
9,934
1747
$569K ﹤0.01%
30,197
1748
$568K ﹤0.01%
11,499
1749
$568K ﹤0.01%
16,299
1750
$567K ﹤0.01%
15,399