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
$99B
AUM Growth
+$5.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,663
New
Increased
Reduced
Closed

Top Buys

1 +$234M
2 +$220M
3 +$200M
4
BWA icon
BorgWarner
BWA
+$127M
5
HAL icon
Halliburton
HAL
+$122M

Top Sells

1 +$246M
2 +$226M
3 +$140M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$118M
5
FCX icon
Freeport-McMoran
FCX
+$112M

Sector Composition

1 Healthcare 14.05%
2 Technology 14.02%
3 Financials 13.95%
4 Industrials 9.06%
5 Energy 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1851
$508K ﹤0.01%
14,899
1852
$508K ﹤0.01%
24,098
+700
1853
$505K ﹤0.01%
2,060
+243
1854
$504K ﹤0.01%
26,697
+1,100
1855
$502K ﹤0.01%
23,598
1856
$500K ﹤0.01%
78,494
-14,660
1857
$499K ﹤0.01%
29,296
1858
$499K ﹤0.01%
23,397
1859
$497K ﹤0.01%
10,500
+300
1860
$496K ﹤0.01%
16,398
1861
$496K ﹤0.01%
14,812
-9,127
1862
$495K ﹤0.01%
11,377
+800
1863
$495K ﹤0.01%
5,598
1864
$494K ﹤0.01%
66,195
1865
$493K ﹤0.01%
8,411
1866
$493K ﹤0.01%
14,599
1867
$491K ﹤0.01%
807
1868
$490K ﹤0.01%
11,400
+800
1869
$488K ﹤0.01%
48,598
1870
$487K ﹤0.01%
27,397
-500
1871
$487K ﹤0.01%
13,099
1872
$483K ﹤0.01%
21,998
1873
$480K ﹤0.01%
10,999
+800
1874
$477K ﹤0.01%
10,699
+300
1875
$477K ﹤0.01%
12,516