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
$148B
AUM Growth
+$8.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,939
New
Increased
Reduced
Closed

Top Buys

1 +$485M
2 +$482M
3 +$390M
4
MA icon
Mastercard
MA
+$270M
5
CMCSA icon
Comcast
CMCSA
+$259M

Top Sells

1 +$225M
2 +$190M
3 +$179M
4
RHT
Red Hat Inc
RHT
+$166M
5
APC
Anadarko Petroleum
APC
+$108M

Sector Composition

1 Technology 18.8%
2 Financials 14.07%
3 Healthcare 13.13%
4 Consumer Discretionary 12.1%
5 Communication Services 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1726
$1.45M ﹤0.01%
18,488
+11,588
1727
$1.44M ﹤0.01%
1,214,213
+144,384
1728
$1.44M ﹤0.01%
36,038
+5,051
1729
$1.44M ﹤0.01%
27,823
+9,586
1730
$1.44M ﹤0.01%
77,286
-1,144
1731
$1.44M ﹤0.01%
32,937
+8,621
1732
$1.43M ﹤0.01%
38,411
+4,733
1733
$1.43M ﹤0.01%
143,229
+8,656
1734
$1.43M ﹤0.01%
31,818
+3,051
1735
$1.43M ﹤0.01%
86,997
+15,969
1736
$1.42M ﹤0.01%
162,798
+14,095
1737
$1.41M ﹤0.01%
96,059
+15,966
1738
$1.41M ﹤0.01%
77,107
+14,959
1739
$1.41M ﹤0.01%
73,117
+11,072
1740
$1.41M ﹤0.01%
48,095
+5,229
1741
$1.41M ﹤0.01%
74,406
+3,016
1742
$1.41M ﹤0.01%
100,510
+36,572
1743
$1.4M ﹤0.01%
165,991
+30,361
1744
$1.4M ﹤0.01%
50,693
+3,130
1745
$1.4M ﹤0.01%
10,736
+1,889
1746
$1.4M ﹤0.01%
175,353
+20,913
1747
$1.4M ﹤0.01%
13,665
-2,593
1748
$1.4M ﹤0.01%
37,467
+9,410
1749
$1.4M ﹤0.01%
18,391
+3,004
1750
$1.39M ﹤0.01%
37,976
-1,646