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
$191B
AUM Growth
-$42.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,911
New
Increased
Reduced
Closed

Top Buys

1 +$1.19B
2 +$275M
3 +$160M
4
V icon
Visa
V
+$159M
5
BZ icon
Kanzhun
BZ
+$148M

Top Sells

1 +$469M
2 +$297M
3 +$247M
4
MSFT icon
Microsoft
MSFT
+$239M
5
TRP icon
TC Energy
TRP
+$214M

Sector Composition

1 Technology 26.55%
2 Healthcare 15.22%
3 Financials 12.07%
4 Consumer Discretionary 10.14%
5 Communication Services 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1851
$1.23M ﹤0.01%
27,675
-28,600
1852
$1.22M ﹤0.01%
50,642
1853
$1.22M ﹤0.01%
158,225
+2,275
1854
$1.22M ﹤0.01%
37,039
+1,372
1855
$1.22M ﹤0.01%
39,252
-5,321
1856
$1.21M ﹤0.01%
197,296
+14,978
1857
$1.21M ﹤0.01%
33,587
-5,083
1858
$1.21M ﹤0.01%
51,326
1859
$1.2M ﹤0.01%
86,267
+36,921
1860
$1.2M ﹤0.01%
39,502
1861
$1.2M ﹤0.01%
52,530
1862
$1.2M ﹤0.01%
384,520
+85,726
1863
$1.19M ﹤0.01%
101,416
+4,659
1864
$1.19M ﹤0.01%
65,224
-51,264
1865
$1.19M ﹤0.01%
16,634
+4,204
1866
$1.18M ﹤0.01%
79,614
+5,721
1867
$1.18M ﹤0.01%
80,562
-757
1868
$1.18M ﹤0.01%
17,370
1869
$1.17M ﹤0.01%
21,469
-4,416
1870
$1.17M ﹤0.01%
96,848
+33,186
1871
$1.17M ﹤0.01%
135,113
+35,833
1872
$1.17M ﹤0.01%
32,433
1873
$1.16M ﹤0.01%
13,779
-481
1874
$1.16M ﹤0.01%
41,987
+1,723
1875
$1.16M ﹤0.01%
259,423
+39,349