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
1926
$307K ﹤0.01%
+8,899
1927
$307K ﹤0.01%
+12,999
1928
$306K ﹤0.01%
+17,332
1929
$306K ﹤0.01%
+8,200
1930
$305K ﹤0.01%
+1,150
1931
$305K ﹤0.01%
+15,028
1932
$305K ﹤0.01%
+19,898
1933
$304K ﹤0.01%
+12,600
1934
$304K ﹤0.01%
+5,728
1935
$303K ﹤0.01%
+19,998
1936
$303K ﹤0.01%
+17,691
1937
$303K ﹤0.01%
+16,298
1938
$301K ﹤0.01%
+14,599
1939
$300K ﹤0.01%
+11,600
1940
$300K ﹤0.01%
+1,700
1941
$300K ﹤0.01%
+15,998
1942
$298K ﹤0.01%
+2,123
1943
$298K ﹤0.01%
+21,986
1944
$298K ﹤0.01%
+12,398
1945
$298K ﹤0.01%
+16,569
1946
$297K ﹤0.01%
+828
1947
$297K ﹤0.01%
+19,799
1948
$296K ﹤0.01%
+21,411
1949
$295K ﹤0.01%
+13,050
1950
$295K ﹤0.01%
+11,299