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
$86.2B
AUM Growth
-$1.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,751
New
Increased
Reduced
Closed

Top Buys

1 +$264M
2 +$185M
3 +$162M
4
CB icon
Chubb
CB
+$111M
5
UAA icon
Under Armour
UAA
+$108M

Top Sells

1 +$234M
2 +$154M
3 +$133M
4
PFE icon
Pfizer
PFE
+$121M
5
SCHW icon
Charles Schwab
SCHW
+$119M

Sector Composition

1 Healthcare 15.48%
2 Technology 14.76%
3 Financials 13.4%
4 Consumer Discretionary 10.5%
5 Communication Services 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1826
$542K ﹤0.01%
14,099
-6,900
1827
$542K ﹤0.01%
37,797
-18,100
1828
$538K ﹤0.01%
37,398
-16,800
1829
$535K ﹤0.01%
5,723
+634
1830
$535K ﹤0.01%
9,199
-5,200
1831
$535K ﹤0.01%
22,014
+900
1832
$534K ﹤0.01%
27,198
-1,600
1833
$529K ﹤0.01%
17,899
+3,100
1834
$527K ﹤0.01%
175,775
-52,984
1835
$527K ﹤0.01%
6,771
-400
1836
$526K ﹤0.01%
20,099
-1,800
1837
$524K ﹤0.01%
19,572
-800
1838
$524K ﹤0.01%
8,231
-600
1839
$523K ﹤0.01%
28,197
-2,500
1840
$523K ﹤0.01%
470
-159
1841
$520K ﹤0.01%
69,340
1842
$517K ﹤0.01%
21,598
-1,000
1843
$517K ﹤0.01%
66,998
+1,039
1844
$516K ﹤0.01%
8,200
+700
1845
$516K ﹤0.01%
41,300
-422,609
1846
$514K ﹤0.01%
12,033
-7,500
1847
$514K ﹤0.01%
26,949
+3,349
1848
$512K ﹤0.01%
40,856
-9,185
1849
$512K ﹤0.01%
15,400
-1,200
1850
$510K ﹤0.01%
22,630
-9,278