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
$101B
AUM Growth
+$1.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,630
New
Increased
Reduced
Closed

Top Buys

1 +$210M
2 +$147M
3 +$140M
4
BABA icon
Alibaba
BABA
+$135M
5
C icon
Citigroup
C
+$131M

Top Sells

1 +$287M
2 +$188M
3 +$171M
4
MNST icon
Monster Beverage
MNST
+$167M
5
MA icon
Mastercard
MA
+$124M

Sector Composition

1 Healthcare 14.83%
2 Technology 14.54%
3 Financials 14.28%
4 Consumer Discretionary 9%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1901
$431K ﹤0.01%
20,998
1902
$431K ﹤0.01%
9,099
1903
$429K ﹤0.01%
15,798
1904
$429K ﹤0.01%
32,400
1905
$428K ﹤0.01%
9,755
-103
1906
$426K ﹤0.01%
22,698
1907
$425K ﹤0.01%
14,898
1908
$425K ﹤0.01%
11,799
1909
$424K ﹤0.01%
15,798
1910
$423K ﹤0.01%
14,499
1911
$422K ﹤0.01%
23,798
-373,928
1912
$422K ﹤0.01%
16,699
+1,300
1913
$421K ﹤0.01%
10,499
1914
$421K ﹤0.01%
21,710
1915
$420K ﹤0.01%
66,195
1916
$420K ﹤0.01%
7,099
1917
$419K ﹤0.01%
32,000
1918
$419K ﹤0.01%
7,599
1919
$419K ﹤0.01%
24,398
1920
$418K ﹤0.01%
17,298
1921
$417K ﹤0.01%
25,197
1922
$417K ﹤0.01%
19,698
+700
1923
$416K ﹤0.01%
9,880
+600
1924
$415K ﹤0.01%
5,600
1925
$415K ﹤0.01%
+16,900