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
$281B
AUM Growth
+$27.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,599
New
Increased
Reduced
Closed

Top Buys

1 +$4.25B
2 +$2.25B
3 +$302M
4
COST icon
Costco
COST
+$258M
5
AMD icon
Advanced Micro Devices
AMD
+$249M

Top Sells

1 +$284M
2 +$219M
3 +$213M
4
SPLK
Splunk Inc
SPLK
+$204M
5
UNH icon
UnitedHealth
UNH
+$202M

Sector Composition

1 Technology 31.72%
2 Healthcare 12.08%
3 Financials 11.17%
4 Consumer Discretionary 10.43%
5 Communication Services 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1751
$1.52M ﹤0.01%
27,639
+3,028
1752
$1.52M ﹤0.01%
54,154
-284,315
1753
$1.52M ﹤0.01%
423,052
1754
$1.52M ﹤0.01%
16,092
+2,844
1755
$1.52M ﹤0.01%
99,472
-6,192
1756
$1.52M ﹤0.01%
257,273
+68,017
1757
$1.51M ﹤0.01%
63,709
+3,085
1758
$1.51M ﹤0.01%
30,789
+3,429
1759
$1.51M ﹤0.01%
250,507
+31,984
1760
$1.51M ﹤0.01%
43,320
1761
$1.5M ﹤0.01%
309,440
1762
$1.5M ﹤0.01%
37,925
+25,916
1763
$1.5M ﹤0.01%
279,862
1764
$1.5M ﹤0.01%
50,560
1765
$1.49M ﹤0.01%
60,936
1766
$1.49M ﹤0.01%
119,328
-691
1767
$1.49M ﹤0.01%
20,420
1768
$1.48M ﹤0.01%
116,654
1769
$1.48M ﹤0.01%
17,653
1770
$1.48M ﹤0.01%
61,333
1771
$1.47M ﹤0.01%
59,646
1772
$1.47M ﹤0.01%
130,597
1773
$1.47M ﹤0.01%
85,971
+14,600
1774
$1.47M ﹤0.01%
28,099
1775
$1.47M ﹤0.01%
11,286
+1,151