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
$254B
AUM Growth
+$31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,652
New
Increased
Reduced
Closed

Top Buys

1 +$583M
2 +$476M
3 +$320M
4
AMZN icon
Amazon
AMZN
+$309M
5
PG icon
Procter & Gamble
PG
+$296M

Top Sells

1 +$510M
2 +$430M
3 +$333M
4
INTC icon
Intel
INTC
+$281M
5
SPLK
Splunk Inc
SPLK
+$172M

Sector Composition

1 Technology 31.23%
2 Healthcare 12.65%
3 Consumer Discretionary 11.43%
4 Financials 11.23%
5 Communication Services 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1901
$1.15M ﹤0.01%
63,719
1902
$1.15M ﹤0.01%
29,628
+13,407
1903
$1.15M ﹤0.01%
133,108
1904
$1.15M ﹤0.01%
56,000
+889
1905
$1.15M ﹤0.01%
29,018
+915
1906
$1.15M ﹤0.01%
48,643
1907
$1.14M ﹤0.01%
46,937
+16,389
1908
$1.14M ﹤0.01%
28,522
1909
$1.13M ﹤0.01%
34,615
1910
$1.13M ﹤0.01%
29,432
1911
$1.12M ﹤0.01%
84,396
+4,736
1912
$1.12M ﹤0.01%
15,739
1913
$1.12M ﹤0.01%
123,116
+11,593
1914
$1.12M ﹤0.01%
37,160
+634
1915
$1.12M ﹤0.01%
56,810
+955
1916
$1.11M ﹤0.01%
37,532
1917
$1.11M ﹤0.01%
57,052
+3,788
1918
$1.11M ﹤0.01%
21,495
1919
$1.1M ﹤0.01%
136,238
+2,771
1920
$1.1M ﹤0.01%
101,061
1921
$1.1M ﹤0.01%
147,980
1922
$1.1M ﹤0.01%
88,420
+20,823
1923
$1.09M ﹤0.01%
34,064
1924
$1.09M ﹤0.01%
41,743
+807
1925
$1.09M ﹤0.01%
29,355
-71,340