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
$77.5B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,451
New
Increased
Reduced
Closed

Top Buys

1 +$1.77B
2 +$1.41B
3 +$1.34B
4
MSFT icon
Microsoft
MSFT
+$1.06B
5
JPM icon
JPMorgan Chase
JPM
+$932M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.57%
2 Healthcare 13.73%
3 Technology 13.36%
4 Industrials 9.84%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1801
$374K ﹤0.01%
+22,998
1802
$374K ﹤0.01%
+13,010
1803
$374K ﹤0.01%
+4,800
1804
$374K ﹤0.01%
+15,598
1805
$373K ﹤0.01%
+21,498
1806
$373K ﹤0.01%
+19,098
1807
$372K ﹤0.01%
+10,554
1808
$370K ﹤0.01%
+14,398
1809
$370K ﹤0.01%
+43,096
1810
$370K ﹤0.01%
+52,495
1811
$369K ﹤0.01%
+11,199
1812
$369K ﹤0.01%
+14,200
1813
$368K ﹤0.01%
+9,899
1814
$368K ﹤0.01%
+17,398
1815
$367K ﹤0.01%
+9,599
1816
$367K ﹤0.01%
+52,194
1817
$365K ﹤0.01%
+1,914
1818
$362K ﹤0.01%
+6,599
1819
$361K ﹤0.01%
+48,995
1820
$361K ﹤0.01%
+14,800
1821
$360K ﹤0.01%
+9,800
1822
$360K ﹤0.01%
+11,999
1823
$360K ﹤0.01%
+12,999
1824
$358K ﹤0.01%
+5,425
1825
$358K ﹤0.01%
+22,797