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
$191B
AUM Growth
-$42.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,911
New
Increased
Reduced
Closed

Top Buys

1 +$1.19B
2 +$275M
3 +$160M
4
V icon
Visa
V
+$159M
5
BZ icon
Kanzhun
BZ
+$148M

Top Sells

1 +$469M
2 +$297M
3 +$247M
4
MSFT icon
Microsoft
MSFT
+$239M
5
TRP icon
TC Energy
TRP
+$214M

Sector Composition

1 Technology 26.55%
2 Healthcare 15.22%
3 Financials 12.07%
4 Consumer Discretionary 10.14%
5 Communication Services 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1801
$1.37M ﹤0.01%
21,950
-3,214
1802
$1.37M ﹤0.01%
46,765
-203
1803
$1.37M ﹤0.01%
20,171
1804
$1.36M ﹤0.01%
35,071
-1,256
1805
$1.36M ﹤0.01%
16,022
+163
1806
$1.36M ﹤0.01%
83,200
-26,515
1807
$1.36M ﹤0.01%
57,245
-1,158
1808
$1.35M ﹤0.01%
48,916
-887
1809
$1.35M ﹤0.01%
18,156
-1,004
1810
$1.35M ﹤0.01%
46,212
1811
$1.35M ﹤0.01%
79,681
-6,293
1812
$1.35M ﹤0.01%
93,680
-6,629
1813
$1.35M ﹤0.01%
116,787
-123,285
1814
$1.34M ﹤0.01%
40,161
-1,351
1815
$1.34M ﹤0.01%
46,568
+5,461
1816
$1.34M ﹤0.01%
48,290
1817
$1.33M ﹤0.01%
31,793
+1,358
1818
$1.32M ﹤0.01%
179,789
-6,130
1819
$1.32M ﹤0.01%
119,962
-21,456
1820
$1.32M ﹤0.01%
69,401
-649
1821
$1.31M ﹤0.01%
23,580
+1,497
1822
$1.31M ﹤0.01%
94,871
-1,164
1823
$1.3M ﹤0.01%
165,263
+12,489
1824
$1.3M ﹤0.01%
33,157
1825
$1.3M ﹤0.01%
151,125
+46,449