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
$127B
AUM Growth
+$8.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,726
New
Increased
Reduced
Closed

Top Buys

1 +$351M
2 +$316M
3 +$310M
4
CRM icon
Salesforce
CRM
+$251M
5
AAPL icon
Apple
AAPL
+$228M

Sector Composition

1 Technology 16.97%
2 Financials 15.78%
3 Healthcare 12.11%
4 Consumer Discretionary 11.64%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1751
$982K ﹤0.01%
13,175
1752
$980K ﹤0.01%
18,759
+1,293
1753
$980K ﹤0.01%
96,747
-1,043
1754
$978K ﹤0.01%
27,158
+4,600
1755
$970K ﹤0.01%
23,532
+5,700
1756
$969K ﹤0.01%
+12,674
1757
$967K ﹤0.01%
17,792
+5,018
1758
$962K ﹤0.01%
59,795
+3,717
1759
$952K ﹤0.01%
19,624
+1,395
1760
$951K ﹤0.01%
21,773
1761
$951K ﹤0.01%
56,450
-558,456
1762
$945K ﹤0.01%
61,059
+14,690
1763
$944K ﹤0.01%
11,349
1764
$938K ﹤0.01%
21,276
+5,013
1765
$933K ﹤0.01%
16,062
1766
$931K ﹤0.01%
62,760
+8,892
1767
$929K ﹤0.01%
53,067
+10,860
1768
$922K ﹤0.01%
19,253
+1,286
1769
$920K ﹤0.01%
15,327
+1,011
1770
$920K ﹤0.01%
36,512
+6,400
1771
$919K ﹤0.01%
103,000
-36,000
1772
$919K ﹤0.01%
20,840
1773
$919K ﹤0.01%
6,979
1774
$919K ﹤0.01%
21,226
+5,925
1775
$918K ﹤0.01%
9,955
+2,442