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
$127B
AUM Growth
+$8.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,726
New
Increased
Reduced
Closed

Top Buys

1 +$351M
2 +$316M
3 +$310M
4
CRM icon
Salesforce
CRM
+$251M
5
AAPL icon
Apple
AAPL
+$228M

Sector Composition

1 Technology 16.97%
2 Financials 15.78%
3 Healthcare 12.11%
4 Consumer Discretionary 11.64%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1801
$841K ﹤0.01%
25,020
+1,818
1802
$835K ﹤0.01%
59,826
+21,366
1803
$833K ﹤0.01%
23,283
+1,664
1804
$832K ﹤0.01%
67,571
+13,679
1805
$826K ﹤0.01%
14,885
+4,500
1806
$824K ﹤0.01%
34,425
+2,908
1807
$822K ﹤0.01%
27,662
+19,762
1808
$820K ﹤0.01%
53,659
1809
$819K ﹤0.01%
21,129
1810
$811K ﹤0.01%
21,514
1811
$811K ﹤0.01%
73,229
+5,245
1812
$808K ﹤0.01%
25,931
+7,031
1813
$798K ﹤0.01%
78,721
-22,939
1814
$795K ﹤0.01%
56,234
+5,558
1815
$794K ﹤0.01%
11,248
+6,868
1816
$794K ﹤0.01%
20,096
+5,710
1817
$791K ﹤0.01%
20,400
+10,660
1818
$791K ﹤0.01%
26,369
+17,000
1819
$788K ﹤0.01%
43,709
-5,592
1820
$780K ﹤0.01%
20,263
1821
$779K ﹤0.01%
29,732
+3,652
1822
$777K ﹤0.01%
35,307
+902
1823
$769K ﹤0.01%
68,314
-15,693
1824
$768K ﹤0.01%
85,000
+28,083
1825
$762K ﹤0.01%
46,895
-1,800