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
$429B
AUM Growth
+$39.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,857
New
Increased
Reduced
Closed

Top Buys

1 +$3.29B
2 +$2.75B
3 +$2.26B
4
AMZN icon
Amazon
AMZN
+$1.79B
5
UNH icon
UnitedHealth
UNH
+$1.16B

Top Sells

1 +$1.19B
2 +$415M
3 +$288M
4
HDB icon
HDFC Bank
HDB
+$211M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$202M

Sector Composition

1 Technology 34.76%
2 Financials 12.98%
3 Consumer Discretionary 11.47%
4 Healthcare 10.94%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1876
$2.79M ﹤0.01%
291,710
+9,511
1877
$2.76M ﹤0.01%
146,713
+18,189
1878
$2.76M ﹤0.01%
61,895
+543
1879
$2.76M ﹤0.01%
25,618
+2,010
1880
$2.75M ﹤0.01%
65,535
+6,431
1881
$2.75M ﹤0.01%
243,724
+30,394
1882
$2.75M ﹤0.01%
33,293
+4,321
1883
$2.73M ﹤0.01%
186,046
+8,076
1884
$2.73M ﹤0.01%
68,008
1885
$2.71M ﹤0.01%
1,395,587
1886
$2.71M ﹤0.01%
185,257
+12,944
1887
$2.69M ﹤0.01%
147,725
+24,320
1888
$2.68M ﹤0.01%
110,506
+13,075
1889
$2.68M ﹤0.01%
261,251
+56,339
1890
$2.68M ﹤0.01%
38,909
-6,815
1891
$2.67M ﹤0.01%
119,913
+8,116
1892
$2.66M ﹤0.01%
88,137
+13,930
1893
$2.66M ﹤0.01%
179,139
+1,174
1894
$2.66M ﹤0.01%
18,862
+1,064
1895
$2.66M ﹤0.01%
98,904
-6,763
1896
$2.65M ﹤0.01%
107,806
+16,826
1897
$2.65M ﹤0.01%
47,899
+13,948
1898
$2.65M ﹤0.01%
478,524
+56,176
1899
$2.64M ﹤0.01%
68,970
+6,448
1900
$2.64M ﹤0.01%
188,503
+41,017