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
1876
$475K ﹤0.01%
32,400
1877
$475K ﹤0.01%
23,698
+600
1878
$474K ﹤0.01%
20,998
-266,100
1879
$474K ﹤0.01%
20,098
1880
$474K ﹤0.01%
19,698
1881
$473K ﹤0.01%
12,999
+1,000
1882
$471K ﹤0.01%
5,100
1883
$470K ﹤0.01%
8,900
+2,500
1884
$468K ﹤0.01%
3,800
1885
$468K ﹤0.01%
21,298
+1,400
1886
$467K ﹤0.01%
15,721
+1,025
1887
$466K ﹤0.01%
14,898
1888
$464K ﹤0.01%
42,797
+2,000
1889
$463K ﹤0.01%
12,650
1890
$462K ﹤0.01%
43,058
+31,400
1891
$461K ﹤0.01%
37,998
-5,295
1892
$460K ﹤0.01%
17,935
-1
1893
$460K ﹤0.01%
25,197
1894
$455K ﹤0.01%
9,099
1895
$454K ﹤0.01%
9,199
-200
1896
$453K ﹤0.01%
5,700
+400
1897
$453K ﹤0.01%
27
+1
1898
$452K ﹤0.01%
15,798
1899
$451K ﹤0.01%
25,732
1900
$450K ﹤0.01%
32,000
+2,000