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
$206B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,677
New
Increased
Reduced
Closed

Top Buys

1 +$649K
2 +$109K
3 +$60.5K

Top Sells

1 +$22.6M
2 +$18.3M
3 +$17M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.96M
5
MDU icon
MDU Resources
MDU
+$5.43M

Sector Composition

1 Technology 28.09%
2 Healthcare 14.47%
3 Financials 11.1%
4 Consumer Discretionary 10.49%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1826
$1.27M ﹤0.01%
24,675
1827
$1.27M ﹤0.01%
52,890
1828
$1.27M ﹤0.01%
37,003
1829
$1.27M ﹤0.01%
114,525
1830
$1.27M ﹤0.01%
60,395
1831
$1.26M ﹤0.01%
205,859
1832
$1.26M ﹤0.01%
36,805
1833
$1.26M ﹤0.01%
43,470
1834
$1.26M ﹤0.01%
99,546
1835
$1.26M ﹤0.01%
54,501
1836
$1.25M ﹤0.01%
215,447
1837
$1.25M ﹤0.01%
18,286
1838
$1.25M ﹤0.01%
50,798
1839
$1.25M ﹤0.01%
15,438
1840
$1.25M ﹤0.01%
241,770
1841
$1.25M ﹤0.01%
61,333
1842
$1.25M ﹤0.01%
44,792
1843
$1.23M ﹤0.01%
64,692
1844
$1.23M ﹤0.01%
94,570
1845
$1.23M ﹤0.01%
64,115
1846
$1.23M ﹤0.01%
41,850
1847
$1.23M ﹤0.01%
47,235
1848
$1.23M ﹤0.01%
38,162
1849
$1.22M ﹤0.01%
34,932
1850
$1.22M ﹤0.01%
48,742