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
$130B
AUM Growth
+$3.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,864
New
Increased
Reduced
Closed

Top Buys

1 +$414M
2 +$323M
3 +$173M
4
PEP icon
PepsiCo
PEP
+$166M
5
HDB icon
HDFC Bank
HDB
+$137M

Top Sells

1 +$599M
2 +$290M
3 +$264M
4
MON
Monsanto Co
MON
+$177M
5
HON icon
Honeywell
HON
+$162M

Sector Composition

1 Technology 17.64%
2 Financials 14.82%
3 Healthcare 12.48%
4 Consumer Discretionary 12.18%
5 Communication Services 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1851
$828K ﹤0.01%
17,186
+4,587
1852
$826K ﹤0.01%
15,847
+100
1853
$819K ﹤0.01%
33,932
+4,541
1854
$814K ﹤0.01%
20,039
1855
$813K ﹤0.01%
23,655
-1,365
1856
$812K ﹤0.01%
33,888
+8,416
1857
$806K ﹤0.01%
88,731
-4,644
1858
$802K ﹤0.01%
30,414
-4,011
1859
$800K ﹤0.01%
24,928
+2,514
1860
$799K ﹤0.01%
31,044
+9,545
1861
$798K ﹤0.01%
14,885
1862
$795K ﹤0.01%
10,283
1863
$791K ﹤0.01%
34,395
1864
$791K ﹤0.01%
21,316
-1,967
1865
$788K ﹤0.01%
13,400
+5,400
1866
$781K ﹤0.01%
+30,900
1867
$777K ﹤0.01%
10,391
+5,891
1868
$777K ﹤0.01%
22,531
+2,931
1869
$774K ﹤0.01%
49,964
+8,862
1870
$773K ﹤0.01%
11,057
1871
$770K ﹤0.01%
9,748
+800
1872
$769K ﹤0.01%
21,907
-1,455
1873
$766K ﹤0.01%
20,363
+100
1874
$764K ﹤0.01%
26,749
1875
$762K ﹤0.01%
19,388
+7,945