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
$206B
AUM Growth
+$15.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,771
New
Increased
Reduced
Closed

Top Buys

1 +$940M
2 +$911M
3 +$800M
4
PDD icon
Pinduoduo
PDD
+$336M
5
AMD icon
Advanced Micro Devices
AMD
+$289M

Top Sells

1 +$485M
2 +$301M
3 +$236M
4
VMW
VMware, Inc
VMW
+$205M
5
TSM icon
TSMC
TSM
+$143M

Sector Composition

1 Technology 28.09%
2 Healthcare 14.47%
3 Financials 11.1%
4 Consumer Discretionary 10.49%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1876
$1.14M ﹤0.01%
48,262
+2,791
1877
$1.14M ﹤0.01%
36,526
+2,472
1878
$1.14M ﹤0.01%
107,599
+42,466
1879
$1.13M ﹤0.01%
53,682
-4,413
1880
$1.13M ﹤0.01%
60,331
+4,885
1881
$1.13M ﹤0.01%
39,422
+9,465
1882
$1.13M ﹤0.01%
+40,204
1883
$1.13M ﹤0.01%
25,489
+3,455
1884
$1.13M ﹤0.01%
159,457
+8,576
1885
$1.13M ﹤0.01%
116,089
-7,730
1886
$1.13M ﹤0.01%
293,790
+46,711
1887
$1.13M ﹤0.01%
52,118
-37,870
1888
$1.13M ﹤0.01%
81,211
+5,450
1889
$1.12M ﹤0.01%
76,389
+9,747
1890
$1.12M ﹤0.01%
26,913
+2,253
1891
$1.12M ﹤0.01%
62,742
-1,086
1892
$1.12M ﹤0.01%
46,280
+14,542
1893
$1.12M ﹤0.01%
26,813
-4,698
1894
$1.11M ﹤0.01%
130,379
+20,453
1895
$1.11M ﹤0.01%
44,753
-3,620
1896
$1.1M ﹤0.01%
130,504
+14,963
1897
$1.1M ﹤0.01%
29,546
+2,041
1898
$1.1M ﹤0.01%
42,630
+15,712
1899
$1.09M ﹤0.01%
124,700
+87,600
1900
$1.09M ﹤0.01%
42,371
+7,591