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
$206B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,677
New
Increased
Reduced
Closed

Top Buys

1 +$649K
2 +$109K
3 +$60.5K

Top Sells

1 +$22.6M
2 +$18.3M
3 +$17M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.96M
5
MDU icon
MDU Resources
MDU
+$5.43M

Sector Composition

1 Technology 28.09%
2 Healthcare 14.47%
3 Financials 11.1%
4 Consumer Discretionary 10.49%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1851
$1.22M ﹤0.01%
36,819
1852
$1.22M ﹤0.01%
71,894
1853
$1.21M ﹤0.01%
47,129
1854
$1.21M ﹤0.01%
115,778
1855
$1.21M ﹤0.01%
127,609
1856
$1.2M ﹤0.01%
65,032
1857
$1.2M ﹤0.01%
153,584
1858
$1.2M ﹤0.01%
11,114
1859
$1.2M ﹤0.01%
68,008
1860
$1.2M ﹤0.01%
37,532
1861
$1.19M ﹤0.01%
45,306
1862
$1.19M ﹤0.01%
21,495
1863
$1.18M ﹤0.01%
271,606
1864
$1.18M ﹤0.01%
39,295
1865
$1.18M ﹤0.01%
61,095
1866
$1.17M ﹤0.01%
130,597
1867
$1.16M ﹤0.01%
92,008
1868
$1.16M ﹤0.01%
33,952
1869
$1.16M ﹤0.01%
289,603
1870
$1.15M ﹤0.01%
35,168
1871
$1.15M ﹤0.01%
27,953
1872
$1.15M ﹤0.01%
33,179
1873
$1.15M ﹤0.01%
25,029
1874
$1.14M ﹤0.01%
47,165
1875
$1.14M ﹤0.01%
31,748