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
$110B
AUM Growth
+$6.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,612
New
Increased
Reduced
Closed

Top Buys

1 +$200M
2 +$195M
3 +$145M
4
JPM icon
JPMorgan Chase
JPM
+$130M
5
BABA icon
Alibaba
BABA
+$123M

Sector Composition

1 Technology 15.97%
2 Financials 15.35%
3 Healthcare 13.71%
4 Consumer Discretionary 10.59%
5 Communication Services 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1801
$678K ﹤0.01%
76,679
+17,227
1802
$677K ﹤0.01%
14,029
1803
$676K ﹤0.01%
17,629
+5,229
1804
$672K ﹤0.01%
22,002
+10,304
1805
$664K ﹤0.01%
12,660
+104
1806
$664K ﹤0.01%
36,414
-4,114
1807
$663K ﹤0.01%
74,031
+8,132
1808
$662K ﹤0.01%
16,136
+4,949
1809
$660K ﹤0.01%
42,965
+323
1810
$658K ﹤0.01%
13,099
+4,684
1811
$658K ﹤0.01%
30,422
-527
1812
$653K ﹤0.01%
40,069
+841
1813
$652K ﹤0.01%
63,840
1814
$651K ﹤0.01%
54,747
+3,012
1815
$651K ﹤0.01%
29,535
+13,235
1816
$646K ﹤0.01%
3,576
1817
$646K ﹤0.01%
27,837
+14,850
1818
$645K ﹤0.01%
14,798
+1,500
1819
$643K ﹤0.01%
40,707
+14,507
1820
$642K ﹤0.01%
508,175
-31,781
1821
$640K ﹤0.01%
17,237
+5,783
1822
$638K ﹤0.01%
15,527
+5,227
1823
$636K ﹤0.01%
14,673
+500
1824
$634K ﹤0.01%
11,199
+400
1825
$632K ﹤0.01%
45,814
+12,578