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
$93.7B
AUM Growth
+$6.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,631
New
Increased
Reduced
Closed

Top Buys

1 +$268M
2 +$237M
3 +$184M
4
ALTR
Altera Corp
ALTR
+$159M
5
LYB icon
LyondellBasell Industries
LYB
+$159M

Top Sells

1 +$178M
2 +$176M
3 +$129M
4
UNP icon
Union Pacific
UNP
+$127M
5
RCL icon
Royal Caribbean
RCL
+$117M

Sector Composition

1 Financials 14.47%
2 Healthcare 14.45%
3 Technology 13.29%
4 Industrials 9.47%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1801
$530K ﹤0.01%
9,799
1802
$530K ﹤0.01%
8,411
1803
$530K ﹤0.01%
12,746
1804
$529K ﹤0.01%
708
1805
$528K ﹤0.01%
5,900
1806
0
1807
$527K ﹤0.01%
15,398
+900
1808
$526K ﹤0.01%
3,150
+434
1809
$526K ﹤0.01%
13,599
+700
1810
$526K ﹤0.01%
21,998
+1,100
1811
$521K ﹤0.01%
7,700
1812
$521K ﹤0.01%
39,396
+900
1813
$520K ﹤0.01%
7,500
+400
1814
$519K ﹤0.01%
8,099
+400
1815
$518K ﹤0.01%
29,600
-600
1816
$518K ﹤0.01%
44,800
-14,200
1817
$517K ﹤0.01%
20,598
+1,200
1818
$516K ﹤0.01%
8,100
+2,000
1819
$516K ﹤0.01%
17,399
+6,300
1820
$515K ﹤0.01%
25,198
+3,100
1821
$513K ﹤0.01%
21,998
1822
$513K ﹤0.01%
+11,000
1823
$512K ﹤0.01%
14,499
1824
$511K ﹤0.01%
5,448
+1,148
1825
$510K ﹤0.01%
12,516
+2,817