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
1876
$760K ﹤0.01%
19,677
+10,878
1877
$758K ﹤0.01%
17,457
-835
1878
$758K ﹤0.01%
38,671
-14,558
1879
$757K ﹤0.01%
15,088
1880
$755K ﹤0.01%
17,073
+4,781
1881
$752K ﹤0.01%
13,303
-2,024
1882
$750K ﹤0.01%
84,006
-32,215
1883
$750K ﹤0.01%
23,735
+6,835
1884
$750K ﹤0.01%
14,039
+2,053
1885
$743K ﹤0.01%
39,385
+1,501
1886
$742K ﹤0.01%
16,685
+5,400
1887
$739K ﹤0.01%
31,297
-13,465
1888
$738K ﹤0.01%
16,992
+3,500
1889
$733K ﹤0.01%
13,902
1890
$732K ﹤0.01%
10,858
+3,197
1891
$732K ﹤0.01%
45,946
1892
$730K ﹤0.01%
14,071
+575
1893
$727K ﹤0.01%
15,900
+3,400
1894
$726K ﹤0.01%
17,695
+5,095
1895
$724K ﹤0.01%
347,809
+75,400
1896
$724K ﹤0.01%
17,693
+100
1897
$724K ﹤0.01%
13,414
+649
1898
$723K ﹤0.01%
16,319
+82
1899
$720K ﹤0.01%
10,294
+4,533
1900
$717K ﹤0.01%
48,701
-6,100