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
$164B
AUM Growth
+$24.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,611
New
Increased
Reduced
Closed

Top Buys

1 +$383M
2 +$262M
3 +$183M
4
APTV icon
Aptiv
APTV
+$175M
5
TMUS icon
T-Mobile US
TMUS
+$170M

Top Sells

1 +$591M
2 +$567M
3 +$464M
4
AMZN icon
Amazon
AMZN
+$268M
5
ABT icon
Abbott
ABT
+$266M

Sector Composition

1 Technology 22.77%
2 Healthcare 13.92%
3 Consumer Discretionary 13.52%
4 Financials 11.89%
5 Communication Services 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1901
$718K ﹤0.01%
17,866
-3,965
1902
$718K ﹤0.01%
71,090
-3,459
1903
$715K ﹤0.01%
67,328
+12,141
1904
$714K ﹤0.01%
58,598
-24,621
1905
$708K ﹤0.01%
21,810
-872
1906
$708K ﹤0.01%
48,660
+3,843
1907
$707K ﹤0.01%
23,543
+8,212
1908
$706K ﹤0.01%
31,013
-652
1909
$705K ﹤0.01%
20,822
-117,297
1910
$703K ﹤0.01%
108,339
+7,862
1911
$703K ﹤0.01%
34,943
-2,471
1912
$703K ﹤0.01%
118,878
-6,557
1913
$702K ﹤0.01%
61,564
-5,985
1914
$701K ﹤0.01%
8,790
-3,082
1915
$700K ﹤0.01%
41,717
+3,885
1916
$700K ﹤0.01%
143,958
+17,429
1917
$700K ﹤0.01%
32,997
-3,234
1918
$699K ﹤0.01%
+35,035
1919
$697K ﹤0.01%
58,950
-2,380
1920
$693K ﹤0.01%
29,569
-2,209
1921
$693K ﹤0.01%
19,820
-1,140
1922
$693K ﹤0.01%
24,871
-8,787
1923
$692K ﹤0.01%
234,582
+14,081
1924
$691K ﹤0.01%
5,944
-1,825
1925
$691K ﹤0.01%
29,572
+3,213