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
$87.7B
AUM Growth
-$2.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,807
New
Increased
Reduced
Closed

Top Buys

1 +$1.29B
2 +$1.02B
3 +$198M
4
PRGO icon
Perrigo
PRGO
+$142M
5
COO icon
Cooper Companies
COO
+$138M

Top Sells

1 +$703M
2 +$227M
3 +$185M
4
XOM icon
Exxon Mobil
XOM
+$176M
5
LNKD
LinkedIn Corporation
LNKD
+$150M

Sector Composition

1 Healthcare 16.88%
2 Financials 14.42%
3 Technology 14.1%
4 Consumer Discretionary 10.24%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$536K ﹤0.01%
3,190
+93
1952
$536K ﹤0.01%
18,900
+4,400
1953
$536K ﹤0.01%
11,989
1954
$532K ﹤0.01%
15,664
+6,164
1955
$532K ﹤0.01%
14,599
+700
1956
$529K ﹤0.01%
22,598
-7,486
1957
$528K ﹤0.01%
5,169
+170
1958
$525K ﹤0.01%
+23,200
1959
$524K ﹤0.01%
35,299
+3,200
1960
$523K ﹤0.01%
5,887
-24
1961
$522K ﹤0.01%
30,697
+1,800
1962
$520K ﹤0.01%
17,860
1963
$520K ﹤0.01%
28,797
+1,500
1964
$520K ﹤0.01%
25,214
1965
$520K ﹤0.01%
66,017
-12,463
1966
$518K ﹤0.01%
+43,899
1967
$517K ﹤0.01%
18,198
-2,100
1968
$517K ﹤0.01%
11,800
+700
1969
$516K ﹤0.01%
61,397
1970
$515K ﹤0.01%
+9,093
1971
$515K ﹤0.01%
17,199
1972
$514K ﹤0.01%
31,198
-2,200
1973
$513K ﹤0.01%
22,399
+900
1974
$513K ﹤0.01%
54,397
-2,600
1975
$513K ﹤0.01%
24,399