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
$127B
AUM Growth
+$8.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,726
New
Increased
Reduced
Closed

Top Buys

1 +$351M
2 +$316M
3 +$310M
4
CRM icon
Salesforce
CRM
+$251M
5
AAPL icon
Apple
AAPL
+$228M

Sector Composition

1 Technology 16.97%
2 Financials 15.78%
3 Healthcare 12.11%
4 Consumer Discretionary 11.64%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1726
$1.04M ﹤0.01%
39,830
1727
$1.03M ﹤0.01%
29,166
+1,721
1728
$1.03M ﹤0.01%
28,974
+1,675
1729
$1.03M ﹤0.01%
29,818
+8,751
1730
$1.03M ﹤0.01%
13,090
-4,594
1731
$1.02M ﹤0.01%
21,451
+3,000
1732
$1.02M ﹤0.01%
24,481
+16
1733
$1.02M ﹤0.01%
16,042
+3,184
1734
$1.02M ﹤0.01%
30,793
+1,641
1735
$1.01M ﹤0.01%
66,158
+19,559
1736
$1.01M ﹤0.01%
317,434
+39,900
1737
$1.01M ﹤0.01%
47,007
+8,994
1738
$1M ﹤0.01%
26,447
+2,634
1739
$1M ﹤0.01%
24,604
+1,518
1740
$996K ﹤0.01%
30,660
+9,300
1741
$995K ﹤0.01%
64,626
+12,184
1742
$994K ﹤0.01%
102,973
-11,816
1743
$993K ﹤0.01%
42,712
+4,377
1744
$992K ﹤0.01%
15,975
+4,741
1745
$992K ﹤0.01%
11,699
+2,939
1746
$992K ﹤0.01%
16,437
+4,795
1747
$991K ﹤0.01%
24,657
+2,725
1748
$990K ﹤0.01%
12,629
+3,374
1749
$987K ﹤0.01%
78,617
+23,870
1750
$985K ﹤0.01%
35,894
-203,365