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
1826
$761K ﹤0.01%
45,627
+8,200
1827
$760K ﹤0.01%
18,490
+5,984
1828
$753K ﹤0.01%
20,039
+767
1829
$749K ﹤0.01%
80,682
+9,200
1830
$749K ﹤0.01%
27,394
+1,155
1831
$745K ﹤0.01%
23,362
+3,948
1832
$744K ﹤0.01%
15,747
+3,300
1833
$738K ﹤0.01%
49,930
+15,488
1834
$737K ﹤0.01%
76,427
+15,441
1835
$736K ﹤0.01%
49,100
+34,100
1836
$734K ﹤0.01%
13,496
+562
1837
$722K ﹤0.01%
47,861
1838
$721K ﹤0.01%
57,295
1839
$720K ﹤0.01%
26,103
+13,403
1840
$718K ﹤0.01%
46,839
1841
$717K ﹤0.01%
+18,292
1842
$714K ﹤0.01%
29,007
+11,064
1843
$713K ﹤0.01%
23,807
+3,200
1844
$713K ﹤0.01%
36,455
1845
$711K ﹤0.01%
22,347
+13,447
1846
$709K ﹤0.01%
45,946
+8,600
1847
$706K ﹤0.01%
19,607
+966
1848
$706K ﹤0.01%
272,409
+30,900
1849
$705K ﹤0.01%
13,367
+1,368
1850
$699K ﹤0.01%
13,902
+600