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
$77.5B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,451
New
Increased
Reduced
Closed

Top Buys

1 +$1.77B
2 +$1.41B
3 +$1.34B
4
MSFT icon
Microsoft
MSFT
+$1.06B
5
JPM icon
JPMorgan Chase
JPM
+$932M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.57%
2 Healthcare 13.73%
3 Technology 13.36%
4 Industrials 9.84%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1901
$321K ﹤0.01%
+11,599
1902
$321K ﹤0.01%
+17,698
1903
$321K ﹤0.01%
+41,596
1904
$320K ﹤0.01%
+10,099
1905
$318K ﹤0.01%
+4,900
1906
$318K ﹤0.01%
+9,999
1907
$318K ﹤0.01%
+8,499
1908
$317K ﹤0.01%
+22,800
1909
$317K ﹤0.01%
+1,880
1910
$315K ﹤0.01%
+1,349
1911
$315K ﹤0.01%
+11,999
1912
$314K ﹤0.01%
+38,151
1913
$313K ﹤0.01%
+2,350
1914
$313K ﹤0.01%
+14,799
1915
$313K ﹤0.01%
+6,499
1916
$313K ﹤0.01%
+68,996
1917
$312K ﹤0.01%
+27,398
1918
$311K ﹤0.01%
+6,599
1919
$309K ﹤0.01%
+8,700
1920
$309K ﹤0.01%
+5,799
1921
$308K ﹤0.01%
+48,495
1922
$308K ﹤0.01%
+15,198
1923
$308K ﹤0.01%
+9,800
1924
$308K ﹤0.01%
+75,195
1925
$307K ﹤0.01%
+20,399