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
$92.9B
AUM Growth
+$4.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,676
New
Increased
Reduced
Closed

Top Buys

1 +$379M
2 +$293M
3 +$166M
4
VZ icon
Verizon
VZ
+$153M
5
FTV icon
Fortive
FTV
+$142M

Top Sells

1 +$192M
2 +$180M
3 +$165M
4
EMC
EMC CORPORATION
EMC
+$151M
5
AMGN icon
Amgen
AMGN
+$116M

Sector Composition

1 Healthcare 15.26%
2 Technology 15.17%
3 Financials 13.08%
4 Consumer Discretionary 10.57%
5 Communication Services 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$475K ﹤0.01%
18,800
1952
$474K ﹤0.01%
15,899
+2,100
1953
$474K ﹤0.01%
189
1954
$473K ﹤0.01%
10,099
+1,500
1955
$471K ﹤0.01%
137
1956
$470K ﹤0.01%
34,497
+5,000
1957
$470K ﹤0.01%
1,669
1958
$470K ﹤0.01%
33,754
1959
$468K ﹤0.01%
14,587
+619
1960
$466K ﹤0.01%
1,710
1961
$466K ﹤0.01%
6,929
+371
1962
$463K ﹤0.01%
14,799
1963
$462K ﹤0.01%
16,660
1964
$462K ﹤0.01%
21,998
1965
$462K ﹤0.01%
21,398
1966
$461K ﹤0.01%
18,298
1967
$461K ﹤0.01%
21,959
1968
$458K ﹤0.01%
7,500
1969
$457K ﹤0.01%
23,898
1970
$457K ﹤0.01%
12,512
1971
$457K ﹤0.01%
76,535
+27,331
1972
$455K ﹤0.01%
7,735
1973
$455K ﹤0.01%
20,099
1974
$454K ﹤0.01%
6,566
1975
$454K ﹤0.01%
16,399