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
$391B
AUM Growth
-$38.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,762
New
Increased
Reduced
Closed

Top Buys

1 +$957M
2 +$866M
3 +$692M
4
NVDA icon
NVIDIA
NVDA
+$639M
5
BABA icon
Alibaba
BABA
+$522M

Top Sells

1 +$20.3B
2 +$10.9B
3 +$1.64B
4
AMAT icon
Applied Materials
AMAT
+$1.09B
5
PLD icon
Prologis
PLD
+$1.03B

Sector Composition

1 Technology 29.67%
2 Financials 14.84%
3 Healthcare 13.16%
4 Communication Services 8.88%
5 Consumer Discretionary 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1926
$2.29M ﹤0.01%
120,572
+5,585
1927
$2.29M ﹤0.01%
79,089
-4,142
1928
$2.28M ﹤0.01%
367,176
+35,844
1929
$2.28M ﹤0.01%
64,912
+7,667
1930
$2.28M ﹤0.01%
260,000
-71,700
1931
$2.28M ﹤0.01%
70,936
+9,041
1932
$2.27M ﹤0.01%
117,770
+387
1933
$2.27M ﹤0.01%
81,273
+11,512
1934
$2.27M ﹤0.01%
43,118
+3,435
1935
$2.26M ﹤0.01%
176,397
+16
1936
$2.26M ﹤0.01%
65,577
+1,358
1937
$2.25M ﹤0.01%
442,432
+9,892
1938
$2.25M ﹤0.01%
527,300
+326,508
1939
$2.25M ﹤0.01%
113,153
+11,363
1940
$2.25M ﹤0.01%
129,421
+4,192
1941
$2.25M ﹤0.01%
109,004
+4,010
1942
$2.25M ﹤0.01%
117,800
+2,105
1943
$2.24M ﹤0.01%
336,997
-1,325,495
1944
$2.21M ﹤0.01%
83,698
-7,314
1945
$2.21M ﹤0.01%
146,871
+9,827
1946
$2.21M ﹤0.01%
204,589
+155,553
1947
$2.21M ﹤0.01%
162,947
-1
1948
$2.2M ﹤0.01%
38,698
+5,286
1949
$2.2M ﹤0.01%
243,826
+24,065
1950
$2.2M ﹤0.01%
171,074
+28,491