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
$110B
AUM Growth
+$6.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,612
New
Increased
Reduced
Closed

Top Buys

1 +$200M
2 +$195M
3 +$145M
4
JPM icon
JPMorgan Chase
JPM
+$130M
5
BABA icon
Alibaba
BABA
+$123M

Sector Composition

1 Technology 15.97%
2 Financials 15.35%
3 Healthcare 13.71%
4 Consumer Discretionary 10.59%
5 Communication Services 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1726
$878K ﹤0.01%
26,945
+191
1727
$876K ﹤0.01%
40,625
+2,159
1728
$874K ﹤0.01%
194
+124
1729
$861K ﹤0.01%
79,110
-528,648
1730
$859K ﹤0.01%
96,842
+11,681
1731
$858K ﹤0.01%
15,335
+763
1732
$858K ﹤0.01%
19,402
+3,771
1733
$855K ﹤0.01%
13,202
+6,802
1734
$849K ﹤0.01%
55,595
+5,835
1735
$847K ﹤0.01%
58,709
+22,817
1736
$846K ﹤0.01%
17,355
+4,881
1737
$844K ﹤0.01%
16,771
+5,972
1738
$841K ﹤0.01%
49,837
+4,834
1739
$836K ﹤0.01%
36,428
+1,103
1740
$835K ﹤0.01%
12,798
+6,837
1741
$833K ﹤0.01%
8,763
+824
1742
$833K ﹤0.01%
142,649
+23,500
1743
$830K ﹤0.01%
35,834
+25,234
1744
$826K ﹤0.01%
62,692
+4,572
1745
$825K ﹤0.01%
35,152
+22,614
1746
$822K ﹤0.01%
23,998
+3,172
1747
$821K ﹤0.01%
8,722
-628
1748
$821K ﹤0.01%
15,683
+506
1749
$820K ﹤0.01%
61,404
+1,164
1750
$818K ﹤0.01%
94,693
+1,268