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
$77.5B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,451
New
Increased
Reduced
Closed

Top Buys

1 +$1.77B
2 +$1.41B
3 +$1.34B
4
MSFT icon
Microsoft
MSFT
+$1.06B
5
JPM icon
JPMorgan Chase
JPM
+$932M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.57%
2 Healthcare 13.73%
3 Technology 13.36%
4 Industrials 9.84%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1851
$347K ﹤0.01%
+43,096
1852
$347K ﹤0.01%
+28,798
1853
$347K ﹤0.01%
+13,698
1854
$346K ﹤0.01%
+26,197
1855
$346K ﹤0.01%
+23,197
1856
$346K ﹤0.01%
+16,699
1857
$343K ﹤0.01%
+12,468
1858
$343K ﹤0.01%
+8,452
1859
$343K ﹤0.01%
+18,297
1860
$343K ﹤0.01%
+8,299
1861
$342K ﹤0.01%
+24,798
1862
$342K ﹤0.01%
+34,698
1863
$340K ﹤0.01%
+13,299
1864
$340K ﹤0.01%
+15,999
1865
$339K ﹤0.01%
+26,497
1866
$338K ﹤0.01%
+128,938
1867
$337K ﹤0.01%
+9,500
1868
$337K ﹤0.01%
+13,599
1869
$336K ﹤0.01%
+15,298
1870
$336K ﹤0.01%
+48,301
1871
$335K ﹤0.01%
+18,095
1872
$335K ﹤0.01%
+16,099
1873
$334K ﹤0.01%
+4,915
1874
$334K ﹤0.01%
+15,499
1875
$334K ﹤0.01%
+13,199