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
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,677
New
Increased
Reduced
Closed

Top Buys

1 +$649K
2 +$109K
3 +$60.5K

Top Sells

1 +$22.6M
2 +$18.3M
3 +$17M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.96M
5
MDU icon
MDU Resources
MDU
+$5.43M

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
1901
$1.09M ﹤0.01%
102,794
1902
$1.09M ﹤0.01%
57,098
1903
$1.09M ﹤0.01%
122,917
1904
$1.08M ﹤0.01%
28,641
1905
$1.08M ﹤0.01%
51,934
1906
$1.08M ﹤0.01%
141,400
1907
$1.07M ﹤0.01%
43,319
1908
$1.07M ﹤0.01%
136,006
1909
$1.07M ﹤0.01%
67,255
1910
$1.07M ﹤0.01%
66,781
1911
$1.07M ﹤0.01%
20,456
1912
$1.06M ﹤0.01%
21,938
1913
$1.06M ﹤0.01%
131,679
1914
$1.06M ﹤0.01%
101,061
1915
$1.06M ﹤0.01%
225,490
1916
$1.06M ﹤0.01%
280
1917
$1.05M ﹤0.01%
49,000
1918
$1.05M ﹤0.01%
24,171
1919
$1.05M ﹤0.01%
48,643
1920
$1.05M ﹤0.01%
57,356
1921
$1.04M ﹤0.01%
15,714
1922
$1.04M ﹤0.01%
11,723
1923
$1.04M ﹤0.01%
108,279
1924
$1.04M ﹤0.01%
177,239
1925
$1.04M ﹤0.01%
28,540