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
$110B
AUM Growth
+$6.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,612
New
Increased
Reduced
Closed

Top Buys

1 +$200M
2 +$195M
3 +$145M
4
JPM icon
JPMorgan Chase
JPM
+$130M
5
BABA icon
Alibaba
BABA
+$123M

Sector Composition

1 Technology 15.97%
2 Financials 15.35%
3 Healthcare 13.71%
4 Consumer Discretionary 10.59%
5 Communication Services 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1851
$577K ﹤0.01%
12,506
+4,806
1852
$577K ﹤0.01%
14,965
+839
1853
$576K ﹤0.01%
16,491
+16,387
1854
$573K ﹤0.01%
13,594
+248
1855
$571K ﹤0.01%
55,425
+617
1856
$570K ﹤0.01%
19,426
+6,861
1857
$570K ﹤0.01%
47,298
1858
$567K ﹤0.01%
40,332
+755
1859
$564K ﹤0.01%
11,706
+4,714
1860
$561K ﹤0.01%
24,934
+490
1861
$561K ﹤0.01%
58,106
+6,276
1862
$559K ﹤0.01%
10,224
-20,229
1863
$559K ﹤0.01%
19,249
+7,375
1864
$555K ﹤0.01%
36,070
1865
$555K ﹤0.01%
19,557
+205
1866
$552K ﹤0.01%
29,283
1867
$549K ﹤0.01%
28,797
+28,564
1868
$547K ﹤0.01%
12,601
+648
1869
$545K ﹤0.01%
6,965
1870
$544K ﹤0.01%
13,567
+342
1871
$543K ﹤0.01%
32,814
+357
1872
$542K ﹤0.01%
6,906
+903
1873
$541K ﹤0.01%
7,384
+127
1874
$540K ﹤0.01%
4,653
+28
1875
$540K ﹤0.01%
34,597
+10,897