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
$206B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,677
New
Increased
Reduced
Closed

Top Buys

1 +$649K
2 +$109K
3 +$60.5K

Top Sells

1 +$22.6M
2 +$18.3M
3 +$17M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.96M
5
MDU icon
MDU Resources
MDU
+$5.43M

Sector Composition

1 Technology 28.09%
2 Healthcare 14.47%
3 Financials 11.1%
4 Consumer Discretionary 10.49%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1726
$1.55M ﹤0.01%
200,104
1727
$1.55M ﹤0.01%
35,177
1728
$1.55M ﹤0.01%
46,322
1729
$1.55M ﹤0.01%
60,850
1730
$1.55M ﹤0.01%
67,133
1731
$1.55M ﹤0.01%
99,855
1732
$1.54M ﹤0.01%
110,974
1733
$1.54M ﹤0.01%
64,116
1734
$1.54M ﹤0.01%
138,334
1735
$1.53M ﹤0.01%
24,835
1736
$1.53M ﹤0.01%
25,918
1737
$1.53M ﹤0.01%
52,979
1738
$1.53M ﹤0.01%
74,727
1739
$1.52M ﹤0.01%
9,726
1740
$1.52M ﹤0.01%
58,300
1741
$1.52M ﹤0.01%
183,423
1742
$1.51M ﹤0.01%
112,664
1743
$1.51M ﹤0.01%
52,624
1744
$1.51M ﹤0.01%
34,857
1745
$1.51M ﹤0.01%
22,244
1746
$1.51M ﹤0.01%
122,125
1747
$1.5M ﹤0.01%
34,007
1748
$1.5M ﹤0.01%
43,320
1749
$1.5M ﹤0.01%
53,600
1750
$1.5M ﹤0.01%
108,270