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
1926
$1.04M ﹤0.01%
72,198
1927
$1.04M ﹤0.01%
84,873
1928
$1.03M ﹤0.01%
15,207
1929
$1.03M ﹤0.01%
49,178
1930
$1.03M ﹤0.01%
76,589
1931
$1.03M ﹤0.01%
86,568
1932
$1.03M ﹤0.01%
60,151
1933
$1.03M ﹤0.01%
18,210
1934
$1.02M ﹤0.01%
69,109
1935
$1.02M ﹤0.01%
28,280
1936
$1.02M ﹤0.01%
12,108
1937
$1.01M ﹤0.01%
41,152
1938
$1.01M ﹤0.01%
93,641
1939
$1.01M ﹤0.01%
111,733
1940
$1M ﹤0.01%
14,850
1941
$1M ﹤0.01%
42,351
1942
$1M ﹤0.01%
54,924
1943
$1M ﹤0.01%
20,475
1944
$1M ﹤0.01%
22,777
1945
$997K ﹤0.01%
100,546
1946
$997K ﹤0.01%
147,980
1947
$995K ﹤0.01%
97,844
1948
$995K ﹤0.01%
46,195
1949
$994K ﹤0.01%
109,760
1950
$993K ﹤0.01%
31,290