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
$87.7B
AUM Growth
-$2.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,807
New
Increased
Reduced
Closed

Top Buys

1 +$1.29B
2 +$1.02B
3 +$198M
4
PRGO icon
Perrigo
PRGO
+$142M
5
COO icon
Cooper Companies
COO
+$138M

Top Sells

1 +$703M
2 +$227M
3 +$185M
4
XOM icon
Exxon Mobil
XOM
+$176M
5
LNKD
LinkedIn Corporation
LNKD
+$150M

Sector Composition

1 Healthcare 16.88%
2 Financials 14.42%
3 Technology 14.1%
4 Consumer Discretionary 10.24%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1751
0
1752
$829K ﹤0.01%
129,092
+13,888
1753
$826K ﹤0.01%
45,600
-2,900
1754
$824K ﹤0.01%
67,506
-100
1755
$823K ﹤0.01%
26,011
-21,222
1756
$820K ﹤0.01%
146,936
+52,128
1757
$819K ﹤0.01%
19,497
+6,198
1758
$819K ﹤0.01%
31,908
-1,884
1759
$819K ﹤0.01%
95,612
+3,794
1760
$818K ﹤0.01%
19,499
-25,835
1761
$817K ﹤0.01%
83,622
+61,870
1762
$814K ﹤0.01%
93,675
+2,800
1763
$813K ﹤0.01%
9,792
+492
1764
$812K ﹤0.01%
50,997
1765
$806K ﹤0.01%
32,099
+1,000
1766
$803K ﹤0.01%
16,559
1767
$802K ﹤0.01%
14,099
1768
$799K ﹤0.01%
44,570
+2,000
1769
$799K ﹤0.01%
98,558
-244,299
1770
$797K ﹤0.01%
19,533
+1,600
1771
$795K ﹤0.01%
24,998
+500
1772
$792K ﹤0.01%
224,209
-572,806
1773
$792K ﹤0.01%
49,832
+27,232
1774
$792K ﹤0.01%
27,096
-264,909
1775
$783K ﹤0.01%
46,048
+1,028