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
$429B
AUM Growth
+$39.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,857
New
Increased
Reduced
Closed

Top Buys

1 +$3.29B
2 +$2.75B
3 +$2.26B
4
AMZN icon
Amazon
AMZN
+$1.79B
5
UNH icon
UnitedHealth
UNH
+$1.16B

Top Sells

1 +$1.19B
2 +$415M
3 +$288M
4
HDB icon
HDFC Bank
HDB
+$211M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$202M

Sector Composition

1 Technology 34.76%
2 Financials 12.98%
3 Consumer Discretionary 11.47%
4 Healthcare 10.94%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1726
$3.9M ﹤0.01%
280,100
+3,409
1727
$3.9M ﹤0.01%
47,793
+4,342
1728
$3.89M ﹤0.01%
449,676
+68,976
1729
$3.87M ﹤0.01%
69,826
+10,991
1730
$3.86M ﹤0.01%
167,207
+57,959
1731
$3.86M ﹤0.01%
19,613
+1,417
1732
$3.85M ﹤0.01%
423,868
-262,572
1733
$3.83M ﹤0.01%
78,203
+16,401
1734
$3.82M ﹤0.01%
63,912
+6,196
1735
$3.82M ﹤0.01%
17,329
+913
1736
$3.82M ﹤0.01%
580,815
+87,797
1737
$3.8M ﹤0.01%
20,307
+6,115
1738
$3.79M ﹤0.01%
147,978
+68,957
1739
$3.77M ﹤0.01%
+190,680
1740
$3.77M ﹤0.01%
86,536
-3,563
1741
$3.76M ﹤0.01%
293,895
+28,599
1742
$3.76M ﹤0.01%
683,626
+94,903
1743
$3.76M ﹤0.01%
111,530
+13,537
1744
$3.76M ﹤0.01%
139,220
+9,457
1745
$3.76M ﹤0.01%
92,692
+12,430
1746
$3.74M ﹤0.01%
56,249
+16,303
1747
$3.74M ﹤0.01%
221,129
+40,881
1748
$3.73M ﹤0.01%
97,551
+22,387
1749
$3.72M ﹤0.01%
330,293
+46,856
1750
$3.69M ﹤0.01%
75,798
+17,182