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
$92.9B
AUM Growth
+$4.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,676
New
Increased
Reduced
Closed

Top Buys

1 +$379M
2 +$293M
3 +$166M
4
VZ icon
Verizon
VZ
+$153M
5
FTV icon
Fortive
FTV
+$142M

Top Sells

1 +$192M
2 +$180M
3 +$165M
4
EMC
EMC CORPORATION
EMC
+$151M
5
AMGN icon
Amgen
AMGN
+$116M

Sector Composition

1 Healthcare 15.26%
2 Technology 15.17%
3 Financials 13.08%
4 Consumer Discretionary 10.57%
5 Communication Services 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1726
$769K ﹤0.01%
31,598
1727
$767K ﹤0.01%
30,708
+8,078
1728
$767K ﹤0.01%
74,793
1729
$765K ﹤0.01%
13,269
+3,569
1730
$762K ﹤0.01%
29,098
1731
$761K ﹤0.01%
65,664
-1,876
1732
$761K ﹤0.01%
21,264
-9,932
1733
$752K ﹤0.01%
94,528
+7,700
1734
$751K ﹤0.01%
47,228
+1,705
1735
$750K ﹤0.01%
19,099
+1,500
1736
$750K ﹤0.01%
44,299
1737
$749K ﹤0.01%
13,939
1738
$749K ﹤0.01%
16,099
+1,400
1739
$748K ﹤0.01%
2,195
+76
1740
$742K ﹤0.01%
18,600
+6,800
1741
$742K ﹤0.01%
52,397
1742
$742K ﹤0.01%
6,598
1743
$741K ﹤0.01%
1,866
1744
$741K ﹤0.01%
13,834
+2,100
1745
$736K ﹤0.01%
30,734
-37,710
1746
$735K ﹤0.01%
22,373
+1,387
1747
$734K ﹤0.01%
17,328
1748
$727K ﹤0.01%
12,799
1749
$722K ﹤0.01%
19,800
1750
$722K ﹤0.01%
8,650