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
$80.9B
AUM Growth
+$3.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,541
New
Increased
Reduced
Closed

Top Buys

1 +$162M
2 +$130M
3 +$100M
4
XOM icon
Exxon Mobil
XOM
+$93.7M
5
CHKP icon
Check Point Software Technologies
CHKP
+$91.8M

Top Sells

1 +$209M
2 +$177M
3 +$158M
4
QCOM icon
Qualcomm
QCOM
+$139M
5
GILD icon
Gilead Sciences
GILD
+$129M

Sector Composition

1 Financials 14.18%
2 Healthcare 14.04%
3 Technology 13.54%
4 Industrials 9.9%
5 Consumer Discretionary 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1751
$476K ﹤0.01%
19,898
+2,200
1752
$476K ﹤0.01%
7,899
1753
$475K ﹤0.01%
24,097
+800
1754
$475K ﹤0.01%
33,598
+4,300
1755
$474K ﹤0.01%
15,698
-2,400
1756
$474K ﹤0.01%
6,499
+700
1757
$474K ﹤0.01%
11,999
1758
$472K ﹤0.01%
25,997
1759
$472K ﹤0.01%
9,299
1760
$470K ﹤0.01%
16,298
1761
$470K ﹤0.01%
34,296
1762
$468K ﹤0.01%
20,598
1763
$467K ﹤0.01%
63,097
+15,900
1764
$466K ﹤0.01%
41,495
-31,314
1765
$466K ﹤0.01%
13,964
1766
$465K ﹤0.01%
30,197
1767
$465K ﹤0.01%
9,299
1768
$465K ﹤0.01%
49,395
1769
$464K ﹤0.01%
+10,072
1770
$464K ﹤0.01%
13,499
1771
$464K ﹤0.01%
11,699
1772
$463K ﹤0.01%
16,298
1773
$462K ﹤0.01%
28,798
1774
$462K ﹤0.01%
20,098
1775
$461K ﹤0.01%
14,299