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
$101B
AUM Growth
+$1.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,630
New
Increased
Reduced
Closed

Top Buys

1 +$210M
2 +$147M
3 +$140M
4
BABA icon
Alibaba
BABA
+$135M
5
C icon
Citigroup
C
+$131M

Top Sells

1 +$287M
2 +$188M
3 +$171M
4
MNST icon
Monster Beverage
MNST
+$167M
5
MA icon
Mastercard
MA
+$124M

Sector Composition

1 Healthcare 14.83%
2 Technology 14.54%
3 Financials 14.28%
4 Consumer Discretionary 9%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1926
$413K ﹤0.01%
28,997
1927
$409K ﹤0.01%
85,674
1928
$404K ﹤0.01%
20,698
1929
$404K ﹤0.01%
15,199
1930
$404K ﹤0.01%
72,504
1931
$400K ﹤0.01%
23,220
+2,100
1932
$400K ﹤0.01%
18,159
-8,000
1933
$398K ﹤0.01%
4,775
+210
1934
$397K ﹤0.01%
24,373
1935
$396K ﹤0.01%
10,599
1936
$396K ﹤0.01%
31,996
+2,800
1937
$395K ﹤0.01%
16,800
+1,800
1938
$394K ﹤0.01%
5,998
1939
$394K ﹤0.01%
13,899
1940
$394K ﹤0.01%
18,998
1941
$392K ﹤0.01%
20,481
1942
$392K ﹤0.01%
+7,499
1943
$392K ﹤0.01%
8,700
1944
$392K ﹤0.01%
80,895
1945
$388K ﹤0.01%
19,598
+1,600
1946
$388K ﹤0.01%
14,199
1947
$388K ﹤0.01%
+6,937
1948
$386K ﹤0.01%
9,852
1949
$385K ﹤0.01%
54,796
1950
$385K ﹤0.01%
8,699