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
$110B
AUM Growth
+$6.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,612
New
Increased
Reduced
Closed

Top Buys

1 +$200M
2 +$195M
3 +$145M
4
JPM icon
JPMorgan Chase
JPM
+$130M
5
BABA icon
Alibaba
BABA
+$123M

Sector Composition

1 Technology 15.97%
2 Financials 15.35%
3 Healthcare 13.71%
4 Consumer Discretionary 10.59%
5 Communication Services 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$411K ﹤0.01%
9,433
1952
$410K ﹤0.01%
23,884
1953
$410K ﹤0.01%
14,046
1954
$408K ﹤0.01%
68,544
+13,815
1955
$408K ﹤0.01%
24,062
+11,662
1956
$407K ﹤0.01%
8,248
1957
$405K ﹤0.01%
134,011
1958
$404K ﹤0.01%
23,297
1959
$403K ﹤0.01%
64,500
1960
$397K ﹤0.01%
28,792
+785
1961
$397K ﹤0.01%
8,563
+2,027
1962
$395K ﹤0.01%
18,698
1963
$394K ﹤0.01%
388,063
-42,494
1964
$394K ﹤0.01%
9,998
1965
$392K ﹤0.01%
7,033
1966
$389K ﹤0.01%
7,702
-13
1967
$387K ﹤0.01%
11,258
1968
$386K ﹤0.01%
10,607
1969
$385K ﹤0.01%
56,477
1970
$384K ﹤0.01%
50,239
+842
1971
$382K ﹤0.01%
11,799
+4,000
1972
$379K ﹤0.01%
2,816
+840
1973
$373K ﹤0.01%
28,112
+10,512
1974
$373K ﹤0.01%
32,000
1975
$370K ﹤0.01%
31,300