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
$80.9B
AUM Growth
+$3.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,541
New
Increased
Reduced
Closed

Top Buys

1 +$162M
2 +$130M
3 +$100M
4
XOM icon
Exxon Mobil
XOM
+$93.7M
5
CHKP icon
Check Point Software Technologies
CHKP
+$91.8M

Top Sells

1 +$209M
2 +$177M
3 +$158M
4
QCOM icon
Qualcomm
QCOM
+$139M
5
GILD icon
Gilead Sciences
GILD
+$129M

Sector Composition

1 Financials 14.18%
2 Healthcare 14.04%
3 Technology 13.54%
4 Industrials 9.9%
5 Consumer Discretionary 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1851
$394K ﹤0.01%
20,398
1852
$394K ﹤0.01%
8,599
+1,100
1853
$393K ﹤0.01%
13,599
1854
$392K ﹤0.01%
16,998
1855
$392K ﹤0.01%
14,199
1856
$392K ﹤0.01%
11,999
1857
$392K ﹤0.01%
9,800
1858
$392K ﹤0.01%
30,400
1859
$391K ﹤0.01%
12,600
-2,200
1860
$390K ﹤0.01%
16,598
1861
$390K ﹤0.01%
11,299
1862
$389K ﹤0.01%
13,900
1863
$388K ﹤0.01%
19,098
1864
$388K ﹤0.01%
25,415
1865
$387K ﹤0.01%
9,599
1866
$387K ﹤0.01%
52,495
1867
$386K ﹤0.01%
1,590
1868
$386K ﹤0.01%
+15,499
1869
$384K ﹤0.01%
38,151
1870
$384K ﹤0.01%
39,398
1871
$384K ﹤0.01%
17,966
1872
$382K ﹤0.01%
15,999
1873
$382K ﹤0.01%
12,600
1874
$382K ﹤0.01%
23,598
1875
$382K ﹤0.01%
15,599
+2,000