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
1826
$627K ﹤0.01%
38,715
-8,190
1827
$624K ﹤0.01%
15,762
+6,563
1828
$621K ﹤0.01%
18,027
+324
1829
$621K ﹤0.01%
1,953
+507
1830
$620K ﹤0.01%
7,993
+3,094
1831
$619K ﹤0.01%
60,823
+10,754
1832
$615K ﹤0.01%
12,866
1833
$613K ﹤0.01%
13,691
+229
1834
$610K ﹤0.01%
4,364
1835
$609K ﹤0.01%
26,702
+11,205
1836
$606K ﹤0.01%
47,086
+14,100
1837
$605K ﹤0.01%
16,127
+5,728
1838
$602K ﹤0.01%
7,896
+2,967
1839
$601K ﹤0.01%
+56,848
1840
$599K ﹤0.01%
40,383
+20,883
1841
$599K ﹤0.01%
63,753
+11,032
1842
$597K ﹤0.01%
50,261
+2,083
1843
$593K ﹤0.01%
17,322
+8,226
1844
$593K ﹤0.01%
53,866
+21,593
1845
$593K ﹤0.01%
18,618
+6,819
1846
$590K ﹤0.01%
106,312
1847
$589K ﹤0.01%
22,325
+9,844
1848
$585K ﹤0.01%
16,263
+3,241
1849
$584K ﹤0.01%
34,076
+11,885
1850
$583K ﹤0.01%
23,865
+3,264