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
$233B
AUM Growth
-$27.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,909
New
Increased
Reduced
Closed

Top Buys

1 +$591M
2 +$542M
3 +$370M
4
BIDU icon
Baidu
BIDU
+$306M
5
NVDA icon
NVIDIA
NVDA
+$284M

Top Sells

1 +$758M
2 +$528M
3 +$521M
4
SHOP icon
Shopify
SHOP
+$467M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$403M

Sector Composition

1 Technology 27.74%
2 Healthcare 13.27%
3 Financials 12.04%
4 Consumer Discretionary 11.3%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1776
$1.86M ﹤0.01%
156,949
+18,941
1777
$1.86M ﹤0.01%
38,461
1778
$1.86M ﹤0.01%
21,638
+3,105
1779
$1.85M ﹤0.01%
261,224
-1,227,501
1780
$1.85M ﹤0.01%
35,667
+1,063
1781
$1.85M ﹤0.01%
38,077
+597
1782
$1.84M ﹤0.01%
121,202
-6,269
1783
$1.83M ﹤0.01%
212,110
+62,822
1784
$1.83M ﹤0.01%
69,667
+4,868
1785
$1.83M ﹤0.01%
30,238
1786
$1.83M ﹤0.01%
36,231
+2,055
1787
$1.83M ﹤0.01%
49,039
+343
1788
$1.83M ﹤0.01%
36,753
-2,268
1789
$1.82M ﹤0.01%
42,898
+1,375
1790
$1.82M ﹤0.01%
5,655
-221
1791
$1.81M ﹤0.01%
44,447
+7,060
1792
$1.81M ﹤0.01%
36,107
+6,406
1793
$1.81M ﹤0.01%
137,049
+32,070
1794
$1.81M ﹤0.01%
12,576
1795
$1.81M ﹤0.01%
62,486
+542
1796
$1.81M ﹤0.01%
66,387
1797
$1.8M ﹤0.01%
31,105
1798
$1.8M ﹤0.01%
15,064
1799
$1.8M ﹤0.01%
67,556
+10,692
1800
$1.8M ﹤0.01%
71,662
-13,872