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
$241B
AUM Growth
+$7.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,816
New
Increased
Reduced
Closed

Top Buys

1 +$919M
2 +$576M
3 +$521M
4
PG icon
Procter & Gamble
PG
+$485M
5
SNAP icon
Snap
SNAP
+$412M

Top Sells

1 +$428M
2 +$350M
3 +$219M
4
MXIM
Maxim Integrated Products
MXIM
+$183M
5
ALXN
Alexion Pharmaceuticals
ALXN
+$183M

Sector Composition

1 Technology 26.21%
2 Healthcare 13.25%
3 Financials 13.07%
4 Consumer Discretionary 12.28%
5 Communication Services 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1826
$1.86M ﹤0.01%
129,965
+1,362
1827
$1.85M ﹤0.01%
79,563
+3,758
1828
$1.84M ﹤0.01%
5,763
+615
1829
$1.84M ﹤0.01%
53,481
+8,792
1830
$1.83M ﹤0.01%
20,344
+1,334
1831
$1.83M ﹤0.01%
56,760
+3,126
1832
$1.82M ﹤0.01%
39,965
+4,388
1833
$1.82M ﹤0.01%
133,655
-6,391
1834
$1.82M ﹤0.01%
14,920
1835
$1.82M ﹤0.01%
124,193
+2,213
1836
$1.81M ﹤0.01%
47,884
+1,839
1837
$1.81M ﹤0.01%
41,222
+8,031
1838
$1.8M ﹤0.01%
35,903
+3,604
1839
$1.8M ﹤0.01%
19,985
-4,134
1840
$1.8M ﹤0.01%
38,168
+7,230
1841
$1.79M ﹤0.01%
78,610
+326
1842
$1.79M ﹤0.01%
203,580
+36,644
1843
$1.79M ﹤0.01%
490,190
-56,190
1844
$1.79M ﹤0.01%
18,866
+2,758
1845
$1.79M ﹤0.01%
37,203
1846
$1.78M ﹤0.01%
25,267
+163
1847
$1.78M ﹤0.01%
48,509
+6,904
1848
$1.77M ﹤0.01%
83,243
-8,003
1849
$1.77M ﹤0.01%
79,832
-17,191
1850
$1.77M ﹤0.01%
6,848
+339