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
1951
$294K ﹤0.01%
+9,199
1952
$293K ﹤0.01%
+20,498
1953
$293K ﹤0.01%
+36,597
1954
$291K ﹤0.01%
+41,497
1955
$290K ﹤0.01%
+15,498
1956
$289K ﹤0.01%
+14,399
1957
$288K ﹤0.01%
+12,400
1958
$288K ﹤0.01%
+9,200
1959
$288K ﹤0.01%
+20,797
1960
$288K ﹤0.01%
+3,700
1961
$288K ﹤0.01%
+51,496
1962
$288K ﹤0.01%
+6,400
1963
$287K ﹤0.01%
+20,015
1964
$287K ﹤0.01%
+63,294
1965
$287K ﹤0.01%
+3,300
1966
$287K ﹤0.01%
+16,198
1967
$287K ﹤0.01%
+4,400
1968
$286K ﹤0.01%
+7,699
1969
$286K ﹤0.01%
+16,998
1970
$286K ﹤0.01%
+14,499
1971
$286K ﹤0.01%
+22,988
1972
$285K ﹤0.01%
+9,699
1973
$285K ﹤0.01%
+7,099
1974
$285K ﹤0.01%
+12,199
1975
$284K ﹤0.01%
+13,499