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
$164B
AUM Growth
+$24.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,611
New
Increased
Reduced
Closed

Top Buys

1 +$383M
2 +$262M
3 +$183M
4
APTV icon
Aptiv
APTV
+$175M
5
TMUS icon
T-Mobile US
TMUS
+$170M

Top Sells

1 +$591M
2 +$567M
3 +$464M
4
AMZN icon
Amazon
AMZN
+$268M
5
ABT icon
Abbott
ABT
+$266M

Sector Composition

1 Technology 22.77%
2 Healthcare 13.92%
3 Consumer Discretionary 13.52%
4 Financials 11.89%
5 Communication Services 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1876
$763K ﹤0.01%
27,330
+13,013
1877
$762K ﹤0.01%
+30,815
1878
$762K ﹤0.01%
22,813
-1,594
1879
$760K ﹤0.01%
22,226
-1,943
1880
$759K ﹤0.01%
43,758
+2,276
1881
$758K ﹤0.01%
24,379
1882
$757K ﹤0.01%
30,720
+18,020
1883
$756K ﹤0.01%
73,549
+2,388
1884
$754K ﹤0.01%
49,346
+2,826
1885
$752K ﹤0.01%
64,701
+28,551
1886
$749K ﹤0.01%
105,514
-7,105
1887
$749K ﹤0.01%
67,269
+3,238
1888
$748K ﹤0.01%
55,951
+30,296
1889
$744K ﹤0.01%
161,846
+11,611
1890
$742K ﹤0.01%
23,829
-1,920
1891
$735K ﹤0.01%
71,569
+4,958
1892
$733K ﹤0.01%
137,531
-2,800
1893
$729K ﹤0.01%
280,445
-7,056
1894
$728K ﹤0.01%
52,165
-15,841
1895
$727K ﹤0.01%
+15,000
1896
$726K ﹤0.01%
34,882
-6,140
1897
$725K ﹤0.01%
+115,483
1898
$725K ﹤0.01%
18,679
-6,560
1899
$723K ﹤0.01%
36,135
+2,818
1900
$721K ﹤0.01%
22,599
-1,418