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
$99B
AUM Growth
+$5.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,663
New
Increased
Reduced
Closed

Top Buys

1 +$234M
2 +$220M
3 +$200M
4
BWA icon
BorgWarner
BWA
+$127M
5
HAL icon
Halliburton
HAL
+$122M

Top Sells

1 +$246M
2 +$226M
3 +$140M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$118M
5
FCX icon
Freeport-McMoran
FCX
+$112M

Sector Composition

1 Healthcare 14.05%
2 Technology 14.02%
3 Financials 13.95%
4 Industrials 9.06%
5 Energy 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$406K ﹤0.01%
2,246
+190
1952
$405K ﹤0.01%
6,100
1953
$404K ﹤0.01%
21,523
1954
$404K ﹤0.01%
7,299
1955
$403K ﹤0.01%
+19,900
1956
$401K ﹤0.01%
49,896
1957
$400K ﹤0.01%
13,800
1958
$400K ﹤0.01%
18,331
1959
$399K ﹤0.01%
7,033
+867
1960
$398K ﹤0.01%
9,280
+880
1961
$398K ﹤0.01%
14,099
+2,000
1962
$398K ﹤0.01%
2,900
1963
$396K ﹤0.01%
12,599
1964
$396K ﹤0.01%
9,100
+600
1965
$395K ﹤0.01%
8,699
1966
$394K ﹤0.01%
2,420
1967
$394K ﹤0.01%
35,249
+1,041
1968
$394K ﹤0.01%
11,899
1969
$394K ﹤0.01%
14,276
1970
$393K ﹤0.01%
3,700
+300
1971
$392K ﹤0.01%
29,196
1972
$392K ﹤0.01%
13,899
+1,300
1973
$391K ﹤0.01%
9,450
1974
$391K ﹤0.01%
5,200
+500
1975
$391K ﹤0.01%
22,398