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
$226B
AUM Growth
+$12.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,664
New
Increased
Reduced
Closed

Top Buys

1 +$792M
2 +$300M
3 +$281M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$260M
5
NVDA icon
NVIDIA
NVDA
+$258M

Top Sells

1 +$329M
2 +$321M
3 +$294M
4
CHTR icon
Charter Communications
CHTR
+$226M
5
KO icon
Coca-Cola
KO
+$216M

Sector Composition

1 Technology 25.36%
2 Consumer Discretionary 13.14%
3 Financials 12.19%
4 Healthcare 12.04%
5 Communication Services 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1876
$1.36M ﹤0.01%
32,995
+284
1877
$1.36M ﹤0.01%
315,880
+21,646
1878
$1.35M ﹤0.01%
16,005
1879
$1.35M ﹤0.01%
34,268
+270
1880
$1.35M ﹤0.01%
32,239
-459
1881
$1.34M ﹤0.01%
23,693
-1,939
1882
$1.34M ﹤0.01%
52,882
+720
1883
$1.33M ﹤0.01%
50,730
+2,268
1884
$1.33M ﹤0.01%
+23,720
1885
$1.33M ﹤0.01%
12,745
1886
$1.33M ﹤0.01%
50,560
1887
$1.33M ﹤0.01%
15,507
+2,330
1888
$1.33M ﹤0.01%
178,870
+12,539
1889
$1.32M ﹤0.01%
21,957
+2,377
1890
$1.32M ﹤0.01%
139,536
+36,389
1891
$1.32M ﹤0.01%
34,026
1892
$1.32M ﹤0.01%
1,683
+28
1893
$1.31M ﹤0.01%
34,093
1894
$1.31M ﹤0.01%
76,441
+2,237
1895
$1.31M ﹤0.01%
32,827
-300
1896
$1.31M ﹤0.01%
125,003
-10,902
1897
$1.3M ﹤0.01%
143,845
+20,928
1898
$1.3M ﹤0.01%
33,839
+1,448
1899
$1.3M ﹤0.01%
71,720
1900
$1.29M ﹤0.01%
128,309
+10,491