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
$80.9B
AUM Growth
+$3.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,541
New
Increased
Reduced
Closed

Top Buys

1 +$162M
2 +$130M
3 +$100M
4
XOM icon
Exxon Mobil
XOM
+$93.7M
5
CHKP icon
Check Point Software Technologies
CHKP
+$91.8M

Top Sells

1 +$209M
2 +$177M
3 +$158M
4
QCOM icon
Qualcomm
QCOM
+$139M
5
GILD icon
Gilead Sciences
GILD
+$129M

Sector Composition

1 Financials 14.18%
2 Healthcare 14.04%
3 Technology 13.54%
4 Industrials 9.9%
5 Consumer Discretionary 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1926
$352K ﹤0.01%
17,098
1927
$352K ﹤0.01%
5,100
1928
$352K ﹤0.01%
23,197
1929
$352K ﹤0.01%
9,899
1930
$351K ﹤0.01%
19,799
1931
$351K ﹤0.01%
3,900
+600
1932
$351K ﹤0.01%
16,699
1933
$350K ﹤0.01%
2,533
1934
$349K ﹤0.01%
21,411
1935
$349K ﹤0.01%
6,499
1936
$349K ﹤0.01%
14,376
1937
$348K ﹤0.01%
+7,690
1938
$348K ﹤0.01%
14,200
1939
$348K ﹤0.01%
18,799
1940
$348K ﹤0.01%
6,599
1941
$347K ﹤0.01%
11,599
1942
$347K ﹤0.01%
21,098
1943
$347K ﹤0.01%
90,690
1944
$346K ﹤0.01%
12,199
-1,700
1945
$345K ﹤0.01%
28,698
1946
$345K ﹤0.01%
22,988
1947
$345K ﹤0.01%
12,999
1948
$344K ﹤0.01%
1,455
1949
$343K ﹤0.01%
15,598
1950
$342K ﹤0.01%
12,398