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
$87.7B
AUM Growth
-$2.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,807
New
Increased
Reduced
Closed

Top Buys

1 +$1.29B
2 +$1.02B
3 +$198M
4
PRGO icon
Perrigo
PRGO
+$142M
5
COO icon
Cooper Companies
COO
+$138M

Top Sells

1 +$703M
2 +$227M
3 +$185M
4
XOM icon
Exxon Mobil
XOM
+$176M
5
LNKD
LinkedIn Corporation
LNKD
+$150M

Sector Composition

1 Healthcare 16.88%
2 Financials 14.42%
3 Technology 14.1%
4 Consumer Discretionary 10.24%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1876
$616K ﹤0.01%
60,157
+96
1877
$615K ﹤0.01%
40,798
+5,500
1878
$614K ﹤0.01%
17,366
+7,766
1879
$614K ﹤0.01%
49,817
+14,419
1880
$613K ﹤0.01%
19,375
1881
$611K ﹤0.01%
7,906
+300
1882
$611K ﹤0.01%
21,600
1883
$611K ﹤0.01%
21,199
+900
1884
$610K ﹤0.01%
+24,219
1885
$610K ﹤0.01%
248,980
1886
$609K ﹤0.01%
7,405
1887
$607K ﹤0.01%
14,547
+6,073
1888
$601K ﹤0.01%
19,499
+800
1889
$600K ﹤0.01%
78,197
-17,199
1890
$599K ﹤0.01%
88,198
1891
$598K ﹤0.01%
13,899
+1,400
1892
$597K ﹤0.01%
12,250
-600
1893
$596K ﹤0.01%
7,171
+400
1894
$595K ﹤0.01%
42,236
1895
$594K ﹤0.01%
23,700
+800
1896
$594K ﹤0.01%
16,600
1897
$592K ﹤0.01%
7,400
1898
$592K ﹤0.01%
19,199
+500
1899
$592K ﹤0.01%
36,300
+1,800
1900
$591K ﹤0.01%
25,911
+6,111